SYMPOSIUM 2009: PLANNING FOR SUCCESS
Speaker Presentation Materials

WEDNESDAY SESSIONS

• Bob Veres - The Future of Financial Planning
  • Bio
  • Presentation (not on big screen)
• Roy Diliberto - Planning from the Inside Out
  • Bio
  • Presentation
• Louis Stanasolovich, Creating Lower Volatility Portfolios
  • Bio
  • Presentation (large file)

WEDNESDAY BREAKOUTS

• Keith Loveland - Acting Like a Fiduciary Under CFP Board Rule 1.4 - Code of Ethics
  • Bio
  • Presentation
• Betty Garvey - Basic Estate Planning
  • Bio
  • Presentation (not on big screen); (pptx version)
• Ann Burns - Advanced Estate Planning
  • Bio
  • Presentation (not on big screen)
• Jacob Wolkowitz & Eric Bjorgen - Basic Asset Allocation
  • Jacob's Bio
  • Eric's Bio
  • Basic Presentation (not on big screen)
  • Advanced Presentation (not on big screen)
• Louis Stanasolovich - Using Interns for Success (these materials will be handed out during this session)
  • Bio
  • Presentation
  • Intern Hiring Process
  • Application
  • Topgrading Interview Questionnaire
  • In-Depth Interview Questions
  • Proofreading Test
  • Computer Skills Knowledge
  • Advisor Employment Classifications
• Jeremy Oliver - Developing Your Financial Planning Practice
  • Bio
  • Presentation

THURSDAY SESSIONS

• Mitch Anthony - Financial Life Planning
  • Bio
  • Presentation - Handout #1
  • Presentation - Handout #2
• Jack Surgent - Newest Tax Update Issues and Planning
  • Bio
  • Presentation (not on big screen)
• Financial Essentials - for Students and New Planners
  • Joe Pitzl, Moderator - Bio
  • Jeremy Oliver, Panelist - Bio
  • Nick Thunker, Panelist - Bio
  • Ben Wacek, Panelist - Bio
• Economist Panel
  • David Kelly - Bio
  • David Kelly - Presentation
  • Jerry Webman - Bio
  • Jerry Webman - Presentation / Black-White Version
  • Rick Golod - Bio
  • Rick Golod - Presentation