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Thursday April 29th
12:30 pm – 1:00 pm
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Exhibit Hall Open
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Break Out Sessions
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I
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II
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III
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1:00 pm – 2:50 pm
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Florida IRA Update
Kristen Lynch, CISP, CFTA, AEP
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A Dollar Dilemma for US Investors: Current perspective on
International Debt Markets
Christopher P. Dillon, CFA
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Asset Allocation
in the 21st Century
Robert A. Isbitts, CFS
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Break Out Sessions
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I
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II
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III
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3:00 pm – 4:50 pm
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Creative Uses Of LLCs
Nick Jovanavich, Esq.
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Advisor Technology 2010
What You Need to Survive
in the New Economy
Joel P. Bruckenstein, CFP®
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Estate Planning Issues For Business Owners And Entrepreneurs
Jeffrey A.
Baskies, Esq.
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5:00 pm – 6:00 pm
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General Session:
Bill Comfort, CSA, CLTC
Long Term Care Planning
Comfort Assurance Group, LLC
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6:00 pm – 7:00 pm
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Cocktail Party with Exhibitors
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Friday
April 30th
7:30 – 8:15 am
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Exhibit Hall Open
-- Breakfast With Exhibitors
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8:00 – 8:30 am
8:30 – 9:50 am
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Welcoming Remarks
President, FPA of Broward
Scholarship Breakfast
General Session:
David R. Kotok
Outlook for the Economy and Financial Markets
Cumberland Advisors
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10:00 – 10:20 am
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Time with Exhibitors
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Break Out Sessions
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I
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II
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III
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10:20 am
to
12:00 pm
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Tax Free Bond Market
The Long Strange Trip Its Been
John R. Mousseau, CFA
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Recent Developments and Hot Topics in Estate Planning
Shawn Snyder,
M.A.,
J.D., LL.M.
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Reverse Mortgages –
Truth vs. Reality
Michael Banner
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12:00 pm – 12:45 pm
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Networking & Exhibitor Luncheon
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12:45 pm – 1:00 pm
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Time with Exhibitors
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Breakout Sessions
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I
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II
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1:10 pm – 2:00 pm
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529 Plans - 12 Reasons Why Now, More Than Ever, You Should
Consider 529 Plans For Your Clients
R. Sheff Faulkner
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Private Split Dollar –
What’s New about an Old Opportunity
Stephen Kroeger, CLU, HIA, MBA
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2:10 pm – 3:50 pm
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Identifying Investment Opportunities in the Clean Technology
Sector
David H.
Kurzman
Sr. Analyst, Portfolio Manager
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Weighting What You Want:
The Evolution Of Indexes And The Fundamentally Weighted
Approach
Jeremy D. Schwartz
Director of Research
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Alternative Investments
Curt Knapp
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3:50 pm – 4:10 pm
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Time with Exhibitors
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4:10 pm – 5:00 pm
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The Fate of Your Client’s Estate -
Forward Looking Wealth Transfer Strategies & How Life
Insurance Can Help
Rod Hansen, CFP, CLU, ChFC
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Insulating Your Clients From Volatility
Rudy Aguilera
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Know Your Client, What If They Aren’t Who They Say They Are…
Or Think They Are
Carlos F. Arazoza, JD, CPA
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5:10 pm – 6:00 pm
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Retirement Plan Issues
For Investment And Insurance Advisers
Todd E. Heller, Esq., CPC
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Saturday
May 1st
8:30 am – 10:30 am
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Suitability Of Annuity And Life Insurance Transactions For
Seniors
Steve A. Hurst, CFP®
Qualifies for CFP® and Partial Insurance Ethics Requirement
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10:30 am – 10:45 am
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Break
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10:45 am – 11:45 am
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Suitability Of Annuity And Life Insurance Transactions For
Seniors
Steve A. Hurst, CFP®
Continuation (Part II – for Insurance)
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