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Hosted by  Northeast Florida FPA

2008 Symposium: The Changing World


Have you ever wished that you could tap into new ideas that could change the way you practice your business, help you create better strategies for your clients, share ideas with your peers and get CE all in your own backyard? Would that be a successful day for you? We think so too!

More Event Details

Thursday, October 16, 2008
8:00 AM - 4:00 PM

Location
University of North Florida
University Center
12000 Alumni Dr
Jacksonville   FL   32224-7699
(904)620-4222
 
Website for Location
Map for Location


Speakers


Agenda

 

Oct 16 2008 8:30AM


Merging Clients Money with Their Lives



Catherine M. Beaver
LBA Retirement Plan Services, LLC

Oct 16 2008 10:30AM


Cash Balance Plans: Best of Both Worlds



Richard Rusoff
Gelbwaks Insurance Services

Oct 16 2008 10:30AM


LTCi: Issues, Solutions, Trends



Thomas M. Forrest
Charles Schwab Bank

Oct 16 2008 1:00PM


Planning With Trusts



Raymond Vigeant
Fidelity Investments Institutional Services

Oct 16 2008 1:00PM


Retirement Income Planning



Peter C. Carlson, FSA, CFA
Prudential Retirement

Oct 16 2008 2:30PM


Social Security in a 401(k) World


Speaker Profiles

 


Catherine M. Beaver
LBA Retirement Plan Services, LLC


Peter C. Carlson, FSA, CFA
Prudential Retirement



Thomas M. Forrest
Charles Schwab Bank


Richard Rusoff
Gelbwaks Insurance Services


Raymond Vigeant
Fidelity Investments Institutional Services

Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
Oct 16, 2008 Merging Clients Money with Their Lives Roy T. Diliberto 8:30 A 1.50
Cash Balance Plans: Best of Both Worlds Catherine M. Beaver 10:30 A 1.50
LTCi: Issues, Solutions, Trends Richard Rusoff 1.50
Planning With Trusts Thomas M. Forrest 1:00 P 1.00
Retirement Income Planning Raymond Vigeant 1.00
Social Security in a 401(k) World Peter C. Carlson, FSA, CFA 2:30 P 1.50


Registration Fee
Member
$100.00
  Through  October 16 $125.00