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SYMPOSIUM FEES: Member - $150 | CONTINUING EDUCATION: The CFP board has approved the Symposium for 7 hours of CFP credit. This includes 2 hours of CFP Ethics. SUPER CE: SC: 19 hours of general insurance credit (includes 3 hours of Insurance ethics) NC: 20 hours of general insurance credit (includes 4 hours of Insurance Ethics) CFP: 10 hours general credit (does NOT include Ethics) IWI (CIMA, CPWA, RMA): 10 hours general credit |
MON, SEP 30 5:30PM-7:30PM TUES, OCT 1 7:30am-8:00am 8:00am-9:00am 9:00am-9:10am 9:10am-10:00am 10:00am-10:30am 10:30am-11:30am 11:30am-12:20pm 12:20pm-1:10pm 1:10-1:20pm 1:20pm-2:10pm 2:10pm-2:20pm 2:20pm-3:20pm 2:20pm-4:20pm
| Welcome Reception | The Vista Room at Blue Marlin - 1200 Lincoln Street Conference Check-In and Light Breakfast Accelerating Growth by Marketing How You Are Different | Adam VanDusen (1hr CFP approved) Networking Break Tax Planning as a Year-Round Sport | Aaron Graham, Holistiplan (1hr CFP approved) Networking Break Equities: Macros, Markets and Actionable Ideas: A Brave New World | Marc Nabi, Captial Group (1hr CFP approved) Lunch Are you Bullish, Bearish or Buffered? | Chris Mortimer, Vest Financial (1hr CFP approved) Networking Break Passive Investing is a Series of Active Decisions |Courtney Lee, Dimensional Funds (1hr CFP approved) Networking Break **JUST ADDED** Super CE | John Hancock Ethics - 2 hours CFP | Harry Greyard (2hrs CFP Ethics approved) |