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January 31, 2014 Winter Symposium

Friday, January 31, 2014 (8:30 AM - 5:30 PM)

Register

Hyatt Dulles

2300 Dulles Corner Blvd.

HerndonVA20171

United States

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Registration for the Symposium has now closed so that materials may be finalized for the day tomorrow. If you would like to attend the Symposium and did not register, you may come to the door with a check at 8:30AM, and if there is room, we will seat you. Thank you!

PRE-REGISTRATION REQUIRED – SEATING IS LIMITED

PAYMENT MUST BE RECEIVED IN ORDER TO CONFIRM REGISTRATION

6 CFP CEU APPROVED, 6 VA INSURANCE APPROVED, 4 MD INSURANCE APPROVED! 6 CIMA CEU APPROVED!
6 CPA CPE OFFERED!
Please note that no cancellations and/or refunds can be accepted after January 10, 2014. Cancellations received prior to January 10, 2014 will be subject to a $100.00 cancellation fee. All refunds will be made in check form if cancellation and/or over payment meets the stated policy. 
 
You may pay on-line with a VISA, MasterCard, American Express or Discover Card. Please pay on-line with a credit card, or please send check with registration form to the following address: 

FPA National Capital Area 
c/o Peggy Nelson 
12816 Tewksbury Drive, Herndon, VA 20171 
Space is Limited! Your Credit Card Payment or Check must be Received to Confirm Registration!

After January 10, 2014 - Members $375 - Non-Members $425

If you require a hotel room at the Dulles Hyatt for January 30 or January 31, you may make reservations here for our FPA NCA Room block at a discounted rate of $159 per night plus tax: The website for the symposium rooms is https://resweb.passkey.com/go/FPANCAWinterSymposium - or the number to call is 402-592-6422



Symposium Information 

The FPA National Capital Area Presents:

The Winter 2014 Educational Symposium

If you are attending the CFP Ethics Course, as well as the Symposium, TWO DIFFERENT REGISTRATION FORMS must be completed, one for each program, so that we plan appropriate materials. Thank you!

Friday, January 31, 2014 | Dulles Hyatt

2300 Dulles Corner Boulevard /Herndon, Virginia / 703-713-1234 / www.dulles.hyatt.com

Ten Minutes from Beltway/Easy Access from Dulles Toll Road / Complimentary Parking

Time

Type

Speaker

Topic

6:00 - 6:45 am

Ethics Check-in

Please visit our Sponsors

 

6:45 - 8:45 am

Ethics


Dan Candura, CFP®

Ethics Training

8:00 - 9:00 am

General Check-in

Please visit our Sponsors

 

9:00 am

Opening Remarks


Rita Cheng, CFP®

Symposium Chair

 

 

  9:10 -10:00 am

Session 1


Carolyn McClanahan, CFP®

Healthcare Reform

10:00 -10:50 am

Session 2


Bob Doll, Chief Equity Strategist with Nuveen

Market Commentary

10:50 -11:20 am

Break

Please visit our Sponsors

 

11:20 -12:10 pm

Session 3


Manish Malhorta & Wade Pfau, CFA, PhD

An Efficient Frontier for Retirement Income & What Retirement income Strategies Work

12:10 - 1:10 pm

Lunch

 

 

 

1:10 - 1:30 pm

FPA National Speaks


Janet Stanzak, CFP®

FPA Update

1:30 - 2:25 pm

Session 4


Carol Craigie, CFP®

Make it Easier for Clients to Act: Applying Behavioral Economic Concepts to Financial Planning

2:25 - 3:00 pm

Break

 

Please visit our Sponsors

 

3:00 - 4:00 pm

Session 5


Lori Epstein, JD

 

Estate Planning for the Modern Family

 

4:00 - 4:50 pm

Session 6


Kathleen Burns Kingsbury

Essential Skills for Advising Women in Couples

4:50 - 5:00 pm

Closing Remarks


Helen Modly, CFP®

 

 

5:00 - 6:00 pm

Networking Cocktails

 

 

 


 

FPA NCA Winter Symposium - Jan. 31, 2014 Has Gone Mobile!


Dear Attendees,

This e-mail is to inform you that FPA NCA Winter Symposium - Jan. 31, 2014 has gone mobile using Guidebook!

We strongly encourage you to download our mobile guide to enhance your experience at FPA NCA Winter Symposium - Jan. 31, 2014. You'll be able to plan your day with a personalized schedule and browse exhibitors, maps and general show info.

The app is compatible with iPhones, iPads, iPod Touches and Android devices. Windows Phone 7 and Blackberry users can access the same information via our mobile site at m.guidebook.com.


To get the guide, choose one of the methods below:

  • Download 'Guidebook' from the Apple App Store or the Android Marketplace
  • Visit http://guidebook.com/getit from your phone's browser
  • Scan the following image with your mobile phone (QR-Code reader required, e.g. 'Red Laser', 'Barcode Scanner')


The guide will be listed under the "Download Guides" section of the application.

If you prefer to print out your handouts, please go to http://m.guidebook.com/category/
Please click on the REDEEM button in the upper right hand corner of the screen. In the text area, please type in 325ancgd, and please hit the REDEEM CODE bar. You will be taken to the Winter Symposium Guide. Please click on the SCHEDULE. Please click on each Sponsor, Attendee and Session title. Please download the handouts under each title.

See you at the event!

- FPA NCA Winter Symposium - Jan. 31, 2014 Team

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