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Symposium 2010 is set for October 19-20 - Mark your calendars!
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SYMPOSIUM 2010: PLANNING FOR SUCCESS
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2010 Speakers
Mark your calendars now for Tuesday and Wednesday, October 19-20, Minneapolis Convention Center (upper level this year!) and join nationally-recognized financial leaders. We are again planning breakout sessions to allow more choices and will offer the required Code of Ethics course. Financial Essential Bridge The Gap sessions will be offered on both days for students and new planners. With a targeted 13 credited hours, programs have been designed to comply with the principles of the Certified Financial Planner Board of Standards, the NASBA - CPA CPEs, both Minnesota and Wisconsin for Insurance Continuing Education, and some Continuing Legal Education credits.
Schedule of Events
Tuesday, October 19, 2010 - Watch the FPA MN newsletter for updates!
| 7:00-7:45 AM 7:45-8:00 AM 8:00-9:00 AM 9:00-9:20 AM 9:20-11:10 AM 11:10-11:30 AM 11:10-11:30 AM 11:30-12:25 AM 12:25-1:15 PM 1:15-3:15 PM 1:15-2:10 PM 1:15-2:10 PM 1:15-2:10 PM 2:10-2:30 PM 2:30-3:20 PM 2:30-3:20 PM 2:30-3:20 PM 3:20-3:45 PM 3:45-4:45 PM 4:45-6:00 PM |
Registration and Continental Breakfast Welcome Christopher Waller, Economics Visit Exhibits/Network Ross Levin, Retirement Planning Visit Exhibits/Network Knowledge Cafe - for Students and New Planners Vladimir Milev, Global Investments/Foreign Markets Lunch and Networking with Exhibitors Breakout: Keith Loveland, Code of Ethics Breakout: Preparing Your Business for Succession Planning Breakout: Mick Endersbe, College Planning/529 Plans Breakout: Financial Essentials Workshop for Students and New Planners Visit Exhibits/Network Breakout: James Czechowicz, Social Security Breakout: Identity Theft Breakout: Financial Essentials Workshop for Students and New Planners Visit Exhibits/Network Marianne Smythe, Ethics FPA Recepton in The Seasons - Socializing, networking and Partner Door Prize Give-Aways |
| 7:15-7:50 AM 7:50-8:00 AM 8:00-8:55 AM 8:55-9:10 AM 9:10-10:00 AM 10:00-10:30 AM 10:00-10:30 AM 10:30-12:20 PM 12:20-1:20 PM 1:20-1:25 PM 1:25-1:30 PM 1:30-3:50 PM 1:30-3:50 PM 2:40-2:55 PM 3:50-4:00 PM |
Continental Breakfast/Exhibits Open Welcome and Announcements Stuart Bear, Estate Planning 2011 & Beyond Visit Exhibits/Network Stuart Bear, Elderly Knowledge Cafe - for Students and New Planners Visit Exhibits/Network Bob Keebler, Taxes Lunch and Networking with Exhibitors The Foundation for Financial Planning - Jim Peniston BestPrep - Bob Kaitz Financial Planning Essentials for Students & New Planners David Kelly, Jerry Webman, Rick Golod - Economist Panel Visit Exhibits/Network Closing Remarks/Evaluations/Cert Forms |
Click here for a one-page printed schedule for the 2010 Symposium.
Click here to view the 2009 Attendee Evaluation Summary (43 page PDF, 594 KB)
Click here to view the 2008 Attendee Evaluation Summary (34 page PDF, 498 KB)
Click here to view the 2007 Attendee Evaluation Summary (34 page PDF, 163 KB)
Click here to view the 2006 Attendee Evaluation Summary (33 page PDF, 1,373 KB).
Click here to view the 2005 Attendee Evaluation Summary (16 page PDF, 529 KB).
The registration fee includes attendance, continental breakfast and lunch on Tuesday and Wednesday, and the reception Tuesday evening. A detailed schedule and registration form is available through the above link. For details on exhibiting, click here. Questions may be directed to Bonnie Stanley, FPA of MN Executive Director at 763-781-1212 or by email.
We have expanded our reach to allied professionals, as well as to financial professionals and CFP® practitioners from chapters in Wisconsin, North Dakota, South Dakota, Iowa and Nebraska. Sign up right away - we will again reach our maximum.
| Registration Rates: | By July 31st | By Oct 1st | By Oct 19th |
| Members of Minnesota FPA: | $275 | $325 | $375 |
| FPA MN Committee Members: | $137 | $162 | $187 |
| Members of Other FPA Chapters: | $300 | $350 | $400 |
| Non-Members: | $350 | $400 | $450 |
| One Day - Members: | $190 | $215 | $240 |
| One Day - Non-Members: | $220 | $245 | $270 |
| Non-Member Group Rate: Available for 5 or more |
Email the FPA Office for the Group Discount Rates. | ||
The FPA of Minnesota has negotiated discounted lodging with both The Millennium and the Hilton hotels.
Millennium (612-332-6000): Single - $119; Double - $129; Triple - $139; Quad - $149
Hilton (612-397-4818): Single or Double Rate - $149
The Financial Planning Association of Minnesota is excited to offer three levels of partnerships! Our association is supported by a number of exceptional sponsors who help offset the cost of delivering benefits. Partners help lead FPA's message of building the community of the financial planning profession, with your commitment to the assocation, our mission and our members.
Sponsorship includes a 8' x 10' exhibitor space. Booth assignments will be made on a first-pay, first-choose basis to Platinum, then Gold, then Silver Partners. We are moving up to the Upper Level this year, with FPA being the only venue. To maximize your exposure to attendees, the continental breakfast, breaks will be placed throughout the lobby area amongst the booths. The refreshments will be moved from area to area to provide an equal amount of attendee flow to exhibitors. This year, we are planning to have the networking reception in the Seasons - this is a beautiful windowed area on the upper level. Exhibitors may sign up for "Minute To Shine" by providing a door prize valued over $50. As always, you are welcome to listen to the seminars and receive CFP Board, NASBA/CPE and Minnesota and Wisconsin insurance credits.
Fees for sponsors and exhibitors will include breaks, networking reception and all meals, providing the opportunity to meet attendees one on one. Signage and moderator comments will recognize meal and break sponsors. Extra booth charges, such as electricity, phone hookup, equipment, etc., are the responsibility of the exhibitor.
• Frequently Asked Questions by Partners 2010
• Partner Symposium & Special Events Confirmation Form 2010
• 2010 Exhibitor Kit - Hubbell/Tyner
• Floor Plan 2010
Followup on specific exhibitor needs will occur mid-summer. For more details on Partnership Opportunities, visit our Partners section.
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Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
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