2017 Symposium Handouts

May 17, 2017 By Adam



GENERAL SESSIONS (Click each title for the presentation slides)

Preparing Your Practice for the Great Wealth Transfer: Matt Sommer, CFA, CFP®, CPWA®, Janus [LINK]

Engaging Millennials – Financial Planning’s Rubik’s Cube: Eric Roberge, CFP® – Founder, Beyond Your Hammock [LINK]

Building Portfolios for the Next Phase of Bull Markets: Doug Sandler, Chief US Equity Officer, RiverFront [LINK]

The Emergence of Retirement Income Planning (Panel Discussion): Michael Finke, Ph.D., CFP®, Jamie Hopkins, ESQ., MBA, LLM, CLU®, ChFC®, RICP®, Wade D. Pfau, Ph.D., CFA [OUTLINE] Further Recommended Reading: goo.gl/qhYm3M goo.gl/xGW8Pt goo.gl/ZvK1dh goo.gl/YB27Nf

Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement: Wade D. Pfau, Ph.D., CFA [LINK]


Bond Investing: Bryan Favilla – Director of Fixed-Income Markets, American Funds [LINK]

The Evolving Cyber Fraud Threats: Glenn Tierney, Fidelity [LINK]

Preparing for Nonfinancial Retirement Risks: Robert Pokorski, M.D [LINK]

College Cost Reduction Strategies: 5 Proven Ways To Save Your Clients Money: Dean Skarlis, Ph.D. [LINK]

Retirement Planning with Alternative LTC Products: Peter Skelton, CEO & Ryan Meyer, KAFL [LINK]

Private vs Community Foundations; Finding the right fit for your client: Mindy Derosia, CFGCR & John H. Lavelle, CPA, LL.M., Lavelle & Finn, LLP [NO HANDOUT]


*Event schedule is subject to change.

FPA NENY 2017 Symposium Flyer

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