Thursday - April 26, 2012
9:30 a.m. – 11:30 a.m.

CFP Ethics – Steven A. Hurst, CFP®

12:30 p.m. – 1:00 p.m.

Registration and Time with Exhibitors

1:00 p.m.  – 1:10 p.m.

1:10 p.m. – 2:00 p.m.

Welcoming Remarks                         President, FPA of Greater Fort Lauderdale                                                 

General Session:     Applying Super S Curves     Frank E. Holmes, CEO, US Global Investors, Inc.

2:00 p.m. – 2:30 p.m.

Time with Exhibitors

Break Out Sessions

I

II

2:30 p.m. – 4:10 p.m.

Global Events & Investments

 A Panel Discussion

Bill Manegio, JP Morgan / Vance Barse, Altegris

Sheldon C. Brandau, CFA, CAIA, Rochdale

Galey A. Gravenstein, Goldman Sachs

Moderator: Michael Lynch, CFP®

A Roadmap to Maximizing

Your Succession Plan

Cindy Ragan, AVA, MA & Larry Wald

Strategic Alliance Advisors, Inc.

4:10 p.m. – 4:30 p.m.

Time with Exhibitors

Break Out Sessions

I

II

III

4:30 p.m. – 5:20 p.m.

I Want To Work With Women,

But I Do Not Understand Them

Karen K. Roberts, CLU, ChFC

The Emerald Financial Group

The Muni Market –

How We Survived Meredith Whitney

John R. Mousseau, CFA

Cumberland Advisors

Back To The Future of Annuity

Features and Benefits

Why It’s Important for What’s Important

Raymond S. Eissa , CLU , LUTCF

AXA Distributors

5:30 p.m. – 6:20 p.m.

General Session:     The Stock Market, Today and Tomorrow         David R. Kotok, Cumberland Advisors

6:20 p.m. – 7:30 p.m.

Cocktail Party with Exhibitors

Friday - April 27, 2012
8:00 a.m. – 8:30 a.m.

Exhibit Hall Open  -- Breakfast With Exhibitors

8:30 a.m. – 9:00 a.m.

9:00 a.m. – 9:50 a.m.

Welcoming Remarks                President, FPA of Greater Fort Lauderdale – Scholarship Presentation                                                

General Session:     Economic Outlook 2012     Gregory L. Miller, Chief Economist, SunTrust Bank

9:50 a.m. – 10:20 a.m.

Time with Exhibitors

Break Out Sessions

I

II

III

10:20 a.m. - 12:00 p.m.

Energy Pipelines –

Critical Infrastructure for Your Portfolio

Jeff Fulmer

Tortoise Capital Advisors

Customized Portfolio Solutions

Raina Mathur

Barclays Capital

The Latest Trends in LTCi

& Current Industry Findings

Julie Gelbwaks Gewirtz, CLTC

Gelbwaks Executive Marketing Corp.

12:00 p.m. – 12:45 p.m.

Networking & Exhibitor Luncheon

12:45 p.m. – 1:00 p.m.

Time with Exhibitors

Breakout Sessions

I

II

III

1:10 p.m. – 2:00 p.m.

Social Security Benefits for Clients and their Spouse(s)

Kurt Czarnowski

 MetLife Bank

Fusion Analysis:

Combining Fundamental and Technical Analysis

Barry M. Sine, CFA, CMT

Drexel Hamilton, LLC

Panel Discussion

Dealing with Elderly Clients

Incapacity Warning Signs, Causes, and Progression –

Legally What Can You Do?

 G. Jeffrey Elian, MD

Alzheimer's-Dementia Specialized In-Home Care, LLC

Brandan Pratt, J.D., CFP®

Miller & O’Neill

2:10 p.m. – 3:00 p.m.

Advanced ETF Mechanics

Debunking Some of the Greatest Myths

of the ETF Market

 David Abner

WisdomTree Asset Management, Inc.

Asset Protection for

Distressed Real Estate Owners

Ed Arista, CPA, Esq.

Arista Law

3:05 p.m. – 3:55 p.m.

Hedge Fund and Absolute Return Strategies: Investment Considerations

Brian Chen, PhD

Schooner Investment Group

Estate Planning Considerations in Alternative Lifestyle/Domestic Partnerships 

Richard C. Milstein, Esq.

Akerman Senterfitt

The Case for Canada

Wayne LeSage, Jr., CFA &
Sameer Somal, CFA, CFP®

DundeeWealth US

General Session

4:10 p.m. – 5:00 p.m.

General Session:       Recent Developments and Hot Topics in Estate Planning 
Shawn C. Snyder, M.A., J.D., LL.M.
Snyder & Snyder, P.A.

Saturday - April 28, 2012
9:00 a.m. – 12:00 Noon 

Insurance Ethics – Senior Suitability