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Hosted by FPA Connecticut

2008 FPA Connecticut State Conference


Once again, the annual Conference is packed with a great mix of national keynoters, new speakers/topics, and a few reliable, and always high-rated, returning speakers. This promises to be an informative and productive day for planners in CT. One day, that gives you a great bang for your buck!

Wednesday, April 23, 2008
7:30 AM - 5:30 AM

Location

Aqua Turf Club
556 Mulberry Street
Plantsville   CT   06479
(860)621-9335
 
Website for Location
Map for Location


Speaker





Agenda

 

Apr 23 2008 8:00AM


BREAKFAST KEYNOTE: Ted Klontz, Ph.D., CEO of Onsite Workshops, “Your Worst Nightmare: Clients Like Me”


This presentation will discuss and offer suggestions for addressing the often maddening behavior of clients who, on one hand tell the advisor what they want to accomplish, yet never quite get around to following through on the plan that the advisor so diligently creates.


Apr 23 2008 9:00AM


Adapting a Practice to Retirement Income Planning, Tim Dolan, Fidelity Advisor Funds


The baby-boom age-wave is old news. However, effectively capturing your fair share of this opportunity is a timely issue for every financial advisor. Retirement Income Planning is an effective way to capitalize on this opportunity, but it may also create unexpected challenges for an Advisor's practice. This presentation reviews these opportunities and challenges and offers 5 key strategies Advisors can use to adapt their practice to capture their portion of the billions of dollars set in motion.


Apr 23 2008 9:00AM


Charitable Giving & Wealth Preservation: Using Structured Philanthropy to Educate Younger Generations & Sustain Family Wealth, Ed Renn & Stephen Liss, Withers Bergman, LLP


From 1995 to 2005, foundation assets in the United States have more than doubled from $226 billion to $550 billion. The new golden age of philanthropy is being driven by many forces. One key factor is an increasing awareness that philanthropy is an important tool families can use to instill values and responsibility in younger family members. This presentation will discuss how you can use philanthropy to help your clients, while expanding and deepening your role as a trusted family advisor. Key legal issues associated with charitable giving and foundation administration will also be discussed.


Apr 23 2008 9:00AM


Estate Planning / Long Term Care Issues in Light of the DRA of 2005, Atty. George Bickford



Apr 23 2008 10:20AM


Alternative Investments, Christine Johnson, CFA, Deustche Asset Management


The changing investment environment, with lower return expectations and increased global correlations. How does an investor define alternative asset classes? Challenges of alternatives. The institutional perspective. How does adding alternative impact an investor’s portfolio?


Apr 23 2008 10:20AM


Protecting Your Clients Against Natural and Other Disasters, Micheal DePalma & Michael D’Aiuto, Webster Insurance



Apr 23 2008 10:20AM


Working With Non-Compliant Clients: A Bit About What Works and What Doesn't, Ted Klontz, Ph.D.


Participants of this workshop will be shown as well as have an opportunity to practice using some of the tools that empirical research has shown to be most effective in helping clients change self-defeating/self-destructive behaviors.


Apr 23 2008 11:55AM


LUNCH KEYNOTE: Jean-Marie Eveillard, First Eagle Funds, “Global Value Investing: An Update”


Marty Cohen will address the state of the economy and its impact on the US and international real estate markets.



Paul Limone
Nationwide Financial

Apr 23 2008 1:30PM


Annuitization—The Original Lifetime Income Benefit, Paul Limone, Nationwide



Apr 23 2008 1:30PM


Business Succession Planning for Financial & Investment Advisors, Panel of Advisors, Kostin & Co.


How do I maximize the value of my financial planning practice? How do I know what the market value of my practice really is? What type of succession plan do I want? How do I attract the right buyer or partner? How do I implement my plan?


Apr 23 2008 1:30PM


The China Miracle--Still Valid? Robert Hsu, Absolute Return Capital Advisors, LLC


Opportunities and risks of investing in China during 2008, and whether China can sustain double digit economic growth rate in the face of a slowing US economy.


Apr 23 2008 2:50PM


Medicare 101, Judy Luber, HealthNet


The presentation will include a general overview of Original Medicare including the Part D Prescription benefit. In addition, information about Medicare supplements and Medicare Advantage Plans as well as state and federal assistance programs for Medicare Beneficiaries will be included in the presentation.


Apr 23 2008 2:50PM


The Clean Technology Revolution: Capturing the Global Megatrend, Raphael Coven, Cleantech Indices LLC



Apr 23 2008 2:50PM


The Responsibilities & Liabilities of Trustees, Dan Daniels, Dave Leibel, Wiggin and Dana LLP



Apr 23 2008 3:45PM


AFTERNOON KEYNOTE: Marty Cohen, Cohen & Steers, “The Current State of the Real Estate Market”




Speaker Profiles

 


Paul Limone
Nationwide Financial

Paul Limone is a Regional Vice President with Nationwide Financial, responsible for the marketing and sale of retirement products in Connecticut and Hudson Valley New York. He has been with Nationwide for almost sixteen years and has been in the financial services industry for thirty one years.  Nationwide Financial based in Columbus Ohio, is a leading provider of annuities, life insurance, retirement plans, mutual funds, and other financial services for individuals and institutional clients.

 



Sessions

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


DateCourse Title/DescriptionStartCFP®PACE
Apr 23, 2008 BREAKFAST KEYNOTE: Ted Klontz, Ph.D., CEO of Onsite Workshops, “Your Worst Nightmare: Clients Like Me” 8:00 A 1.00 1.00
Adapting a Practice to Retirement Income Planning, Tim Dolan, Fidelity Advisor Funds 9:00 A
Charitable Giving & Wealth Preservation: Using Structured Philanthropy to Educate Younger Generations & Sustain Family Wealth, Ed Renn & Stephen Liss, Withers Bergman, LLP 1.00 1.00
Estate Planning / Long Term Care Issues in Light of the DRA of 2005, Atty. George Bickford 1.00 1.00
Alternative Investments, Christine Johnson, CFA, Deustche Asset Management 10:20 A 1.00 1.00
Protecting Your Clients Against Natural and Other Disasters, Micheal DePalma & Michael D’Aiuto, Webster Insurance 1.00 1.00
Working With Non-Compliant Clients: A Bit About What Works and What Doesn't, Ted Klontz, Ph.D. 1.00 1.00
LUNCH KEYNOTE: Jean-Marie Eveillard, First Eagle Funds, “Global Value Investing: An Update” 11:55 A 1.00 1.00
Annuitization—The Original Lifetime Income Benefit, Paul Limone, Nationwide Paul Limone 1:30 P 1.00 1.00
Business Succession Planning for Financial & Investment Advisors, Panel of Advisors, Kostin & Co. 1.00 1.00
The China Miracle--Still Valid? Robert Hsu, Absolute Return Capital Advisors, LLC 1.00 1.00
Medicare 101, Judy Luber, HealthNet 2:50 P 1.00 1.00
The Clean Technology Revolution: Capturing the Global Megatrend, Raphael Coven, Cleantech Indices LLC 1.00 1.00
The Responsibilities & Liabilities of Trustees, Dan Daniels, Dave Leibel, Wiggin and Dana LLP 1.00 1.00
AFTERNOON KEYNOTE: Marty Cohen, Cohen & Steers, “The Current State of the Real Estate Market” 3:45 P 1.00 1.00



Registration Fee
Member Through  March 7 $110.00
March 8 April 18 $130.00
  April 19 April 23 $160.00
Non-Member Through  March 7 $150.00
March 8 April 18 $170.00
April 19 April 23 $200.00