Symposium 2008 is set for October 20-21 - Mark your calendars!
SYMPOSIUM 2008: PLANNING FOR SUCCESS
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2008 Speakers
Mark your calendars now for Monday and Tuesday, October 20-21, Minneapolis Convention Center 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. Bridge the Gap sessions will be offered on both days for students and new planners. With a targeted 10 credited hours, programs have been designed to comply with the principles of the Certified Financial Planner Board of Standards, the NASBA - CPA CPEs, and both Minnesota and Wisconsin for Insurance Continuing Education.
Schedule of Events
Monday, October 20th - Tentative Schedule
| 7:00-7:45 AM 7:45-8:00 AM 8:00-9:50 AM 9:50-10:20 AM 9:50-10:20 AM 10:20-11:10 AM 11:10-11:20 AM 11:20-12:10 PM 12:10-1:00 PM 1:00-2:50 PM 1:00-1:50 PM 1:00-1:50 PM 1:50-2:00 PM 2:00-2:50 PM 2:00-2:50 PM 2:00-2:50 PM 2:50-3:10 PM 3:10-5:00 PM 4:00 PM 5:00-6:30 PM |
Registration and Continental Breakfast Welcome Jack Surgent, Tax Planning Strategies Visit Exhibits/Network Knowledge Cafe - for Students and New Planners Mary Anne Ehlert, Supplemental and Special Needs Trusts Visit Exhibits/Network Rick Ferri, Exchange Traded Funds Lunch and Networking Breakout: Keith Loveland & Matt Boos, Code of Ethics Breakout: Kathleen Dempsey, Aging Clients: Equipping Yourself with Expertise, sponsored by Pathfinder Care Management/Rent A Daughter Breakout: Tom Dunck and Chad Hunt, Power of a 1031 TIC Exchange, sponsored by Triple Net Properties Visit Exhibits/Network Breakout: Margae Diamond and Jaclyn Schroeder, Donor Advised Funds - National and Regional Perspectives, sponsored by Schwab Institutional and MN Community/St. Paul Foundations Breakout: Dan Mulvaney, The Process of Selling a Business, sponsored by Mulvaney & Associates Mid-Career Development Panel Visit Exhibits/Network Stuart Bear, Where There's a Will, There's a Relative: New Developments on an Old Topic Door Prize Give-Aways FPA Reception - Socializing and Networking |
Tuesday, October 21st - Tentative Schedule
| 7:15-7:50 AM 7:50-8:00 AM 8:00-9:20 AM 9:20-9:40 AM 9:20-9:40 AM 9:40-11:00 AM 11:00-11:15 AM 11:15-12:05 PM 12:05-12:40 PM 12:40-1:35 PM 1:35-1:50 PM 1:50-2:40 PM 2:40-2:50 PM 2:50-4:30 PM 2:50-4:30 PM 4:30 PM |
Continental Breakfast/Exhibits Open Welcome and Announcements Roy Diliberto, Planning from the Inside Out Visit Exhibits/Network Knowledge Cafe - for Students and New Planners Courtney Pullen, Complete Client Satisfaction Visit Exhibits/Network Ruth Hayden, Working Effectively with Couples to Create a Financial Partnership Lunch - National Updates with Mark Johannessen, Relationships and Possibilities Glen Salow, The Top Five Questions Planners Ask Me About Technology, sponsored by Ameriprise Visit Exhibits/Network/Door Prize Give-Aways @ 1:45 PM Doug Orton, 12 IRA Planning Mistakes to Avoid - Roadmap to Retirement Visit Exhibits/Network Financial Planning Essentials for Students & New Planners Economist Panel: David Kelly of JP Morgan, Jerry Webman of Oppenheimer Funds, and Rick Golod of Van Kampen Investments Closing Remarks/Evaluations/Cert Forms |
Click here for a one-page printed schedule for the 2008 Symposium.
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 Monday and Tuesday, and the reception Monday 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 reach our maximum this year.
| Registration Rates: | By July 31st | By Oct 3rd | By Oct 20th |
| Members of Minnesota FPA: | $250 | $300 | $350 |
| Members of Other FPA Chapters: | $275 | $325 | $375 |
| Non-Members: | $325 | $375 | $425 |
| Non-Member Group Rate: Available for 5 or more |
Email the FPA Office for the Group Discount Rates. | ||
For a refund, cancellations must be received in writing before October 3rd.
Lodging - Negotiated Discount Rate for 2008
The FPA of Minnesota has negotiated discounted lodging with The Millennium:
Single - $125; Double - $135; Triple - $145; Quad - $155
Link for Reservations - Code "symp8"
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 one level this year to the Mezzanine Level, with FPA being the only venue. To maximize your exposure to attendees, the continental breakfast, breaks, and wine and cheese reception 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. 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, wine and cheese 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.
• Speaker Guidelines, Confirmation, and Educational Outline Forms 2008
• Frequently Asked Questions by Partners 2008
• Partner Symposium & Special Events Confirmation Form 2008
• Floor Plan 2008
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
3900 Main Street NE • Minneapolis, MN 55421
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