Friday, June 20, 2014 (7:00 AM - 5:30 PM)
2300 Dulles Corner Blvd.
Join us at the Dulles Hyatt on Friday, June 20th for a full day of educational and networking opportunities at our 2014 Spring Symposium!
This year’s event promises a highly engaging group of speakers, including a morning keynote session with Tom Giachetti on the changing compliance landscape. Mr. Giachetti is the Chair of the Securities Practice Group at Stark & Stark, and is a nationally recognized expert in investment-related legal matters.
Following the first keynote will be a series of 4 breakout sessions. Debbie May, CPA/PFS, CFP®, CDFA™ will be leading a panel on divorce issues, while Jon Guyton, CFP® shares his ideas on retirement distribution planning. As a principal at Cornerstone Wealth Advisors Inc., Mr. Guyton is a highly influential thinker in the retirement distribution arena, and was listed as one of 15 transformational advisers by InvestmentNews Research in 2013. Later in the morning, Art Stein, CFP® will present on long-term care insurance and planning, while Sean Wilson, Director and Senior Trust Officer at Charles Schwab, speaks on trust planning.
After our annual awards presentation and networking luncheon, we’ll host another series of educational and CEU qualifying breakout sessions. James Dearborn of Columbia Management will present on municipal bonds, while Karen Schaeffer, CFP® speaks on federal benefits. In the final sessions, Jan Blakely Homan, CFP®, CDFA, ChFC, AIF, CFS of Thornburg Investment Management will share her expertise on advising women in transition, while Kurt Czarnowski leads a presentation on Social Security planning. Mr. Czarnowski is former Regional Communications Director for the Social Security Administration, and is a leading expert on Social Security issues and planning.
Our final keynote will be presented by acclaimed speaker and best-selling author Cam Marston. Mr. Marston is recognized as the leading expert on generational change and its impact on the marketplace. Through his consulting firm Generational Insights, he has provided advice to some of the world’s largest, national and multinational corporations including American Express, Fidelity, Merrill Lynch, Coca-Cola and Nestle. His insight has been featured in The Wall Street Journal, The Economist, the Chicago Tribune, BusinessWeek and countless others. We are excited to have him share his dynamic presentation on the next generation of financial services clients with us.
Last but not least, don’t forget that the day’s events qualify for a total of 8 CEU for CFP, CIMA, MD Insurance, VA Insurance, and CPA CPE (pending approval). We’ll also be hosting a raffle after the final speakers and closing remarks.
We look forward to seeing you there! Seats are limited. Please register as soon as possible. Registration information can be found at www.fpanca.org.