2014 Symposium: The Latest and Greatest in

Technology and Speakers Await You!

 

Dear Colleagues:

It’s a tri-fecta! It’s the Final Countdown to the 2014 Winter Symposium, Super Bowl XLVIII and the 2014 Winter Olympics in Sochi. You should not miss any of these exciting events! If you have not registered for the Winter Symposium, time is of the essence to be a part of this wonderful day! The Board of Directors and Winter Symposium planning committee have implemented some very exciting changes. We will be delivering the latest high tech and green experience possible with all of the presentations conveniently accessible via Guidebook with mobile capabilities. We strive to find innovative ways for you to network and share your contact information with fellow attendees and sponsors, and you will not be disappointed with this year’s efforts!

To further improve the member experience, we have coordinated with the event staff at the Dulles Hyatt Conference Center to have wireless internet and power stations available at the Attendee tables. This will make your download of the Attendee handouts an easy and flawless effort.

I am particularly excited about this year’s theme “Beyond the Numbers: Engaging Your Clients’ Hearts and Minds”. You definitely do not want to miss a full day of engaging presentations from nationally recognized Speakers. Here are just a few of the engaging presentations that you will hear at the Symposium:

Carol Craigie, PhD from the College of Financial Planning will present “Making it Easier for Clients to Act:  Applying behavioral economic concepts to financial planning”. This session will introduce the behavioral economic concepts, as well as communication strategies that will make it easier for clients to implement their financial plans. Behavioral Economics studies how people make financial decisions and this has practical applications for financial planners.  From "priming" clients with our scope of engagement, through presenting our plans using present budget reduction in retirement, presents many opportunities for us to make it easier for clients to understand and take action.

Kathleen Burns Kingsbury will present “Advising Women in Couples”. As women’s economic power is on the rise, it is vital for advisors to learn how to be more female-friendly as this will be an important advantage over the competition and allow you to capture and retain more assets. This session will address the following: (1) The common mistakes advisors make advising women and how to avoid them; (2) The importance of exploring your couple’s mindset in effectively advising partners; (3) Strategies for balancing both partner’s advisory needs inside and outside the office; (4) Action steps to take tomorrow at the office.

Carolyn McClanahan will guide us through some of the healthcare reform changes being implemented now. We will look at “The Continuing Soap Opera of Health Care Reform”. This implementation of health care reform has been a rocky road. The exchanges are in disarray and the law was held hostage to the budget crises. Who knows what will transpire next? Find out when Dr. McClanahan presents the next installment of "As Reform Turns."

On behalf of the 2014 Winter Symposium Planning Committee, I believe that we have planned an educational program that encompasses an integrated approach to helping our clients with their financial planning and retirement planning. We are delighted to bring many of the same speakers who presented at FPA Experience in Orlando to the National Capital Area. 

Join us for a day of education and networking.  We will end the day with a drawing for three mini ipads! Don’t miss the excitement, and don’t miss the CEU! 2 CFP, CIMA, VA Insurance, and MD Insurance Approved for Ethics! 6 CFP, CIMA, VA Insurance and 4 MD Insurance Approved for the Symposium! 6 CPA CPE Offered! We look forward to seeing you there! Register on-line now for the few remaining seats!

Best wishes for a happy and prosperous new year!

Rita Cheng, CFP® - 2014 Winter Symposium Chair