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The editors of Financial Advisor and Private Wealth magazines bring together key industry experts and prominent advisors to share their insights and strategies on this crucial topic. This event has been created to enhance the ability of the advisory community to assist clients who are planning for retirement or need help meeting their individual retirement needs. The symposium provides advisors with a forum to hear and share ideas on the new realities of retirement, issues they face with clients and the latest strategies offering top-level solutions to address client goals. This conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.
This program is Accepted for 13 CFP® Board CE Credits
and 9 CE hours toward the CIMA®/CIMC®/CPWA® designations
Please click below to register for the 3rd Annual Financial Advisor Retirement Symposium
May 6, 2012 | 1:00 - 5pm
Hyatt Regency Bonaventure Conference Center & Spa
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Directed by
Michael Zmistowski
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Are you a financial professional who would benefit your clients and grow
your business by learning the key strategies for managing retirement
income? This Pre-conference 4 hour course can be perfect for you!
What customers say: "In my long career, this is among the best
workshops I have ever attended. I wish that it occurred 20 years earlier
in my career."
Approved for 4 InFRE® CRC® CE credits. CFP® and Florida state insurance CE credit pending.
You are a financial advisor with clients asking how they can harvest
their retirement nest egg to create a lifetime income plan. Retirement
Income Management is the biggest trend to hit the financial planning
industry in over twenty years, driven by a client demand that is sparked
by the longevity of the aging American population and rapidly changing
economic environment.
As financial advisors ourselves, we realized several years ago that
there was a great need for a program to train people like us in a way
that was informative, engaging, targeted *specifically* at the body of
information we need to know, and most importantly, in a format that we
learn best. We developed a signature series of industry-leading and
application-oriented training solutions that provide the expert
resources and sound planning techniques advisors need to meet the
challenges of creating retirement income plans for their clients. This
training is being offered with a live instructor-led learning format
with workbooks and a complete case study. You will also learn of the
FINRA-reviewed client-education workshop to help you productively obtain
immediate results with your new knowledge! We can help you fortify your
retirement income management expertise.
Registration
** Receive $50.00 off when registering for both Symposium & Pre-Conf InFRE
May 6, 2012 | 8:00am - 5:30pm
Hyatt Regency Bonaventure Conference Center & Spa
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Directed by
Don Trone
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This unique pre-Retirement Conference event is an intensive day-long
program led by Don Trone, CEO and Chief Ethos Officer of 3ethos, and is
specifically designed for retirement advisors.
Advisors will not only have the opportunity to earn the new GFS (Global
Fiduciary Strategist) designation, but also the "Certificate in
Fiduciary Governance" awarded by the Thunderbird School of Global
Management. TRAU candidates also can earn up to 16 hours towards their
C(k)P designation.
Registration
*All paid registrants of this Workshop
receive a complimentary registration to the Financial Advisor/Private
Wealth Retirement Symposium.
May 9, 2012
Westin Diplomat | Hollywood, FL
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Directed by
Hannah Shaw Grove |
Consumers are driving the changes we are seeing across the entire wealth
management industry. The consumer is dictating what the industry should
provide rather than the opposite: industry dictating what consumers should want.
We are seeing a consensus change in the way advisors of all areas in
wealth management (wealth managers, attorneys, CPAs, & property
casualty agents) are compensated for their time, effort and expertise.
Advisors want to be perceived differently. Out with transaction-focused
behavior and in with relationship-focused behavior.
At all echelons of the affluent scale, consumers are demanding more
holistic planning advice; a one-stop-shop for financial services but one
that is unfettered by corporate greed and conflicts of interests;
compensation models that reflect more closely the advisors’ value
propositions; and value propositions that entail services beyond which
advisors can actually charge.
The industry has come a long way, but where is it going? How will the
affluent benefit, and how must advisors change to ensure their place at
the table?
Registration
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