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FPA Baton Rouge Education Symposium

FPA Baton Rouge

Thursday, September 11, 2014 at 3:00 PM - Friday, September 12, 2014 at 10:00 AM (CDT)

FPA Baton Rouge Education Symposium

Ticket Information

Ticket Type Remaining Sales End Price Fee Quantity
FPA Memeber 72 Tickets Ended $55.00 $0.00
FPA Non Member 90 Tickets Ended $85.00 $0.00
Non Member/Member at the door 100 Tickets Ended $100.00 $6.49

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Event Details


2014 Education Symposium


September 11 & 12 (Thursday/Friday)

 The Crowne Plaza 


Members $55 / Non-members $85

Registration at the door is additional $15

(Continental Breakfast, Lunch, and Refreshments included!)

Reserve your seat. Click here to send us an email now!


** Rooms are available Thursday night at the Crown Plaza Suites for discounted rate of $93.00. Please call the Crown Plaza Suites at 225-925-2244 and let them know you will be attending the FPA Education Symposium.**



The FPA of Baton Rouge invites you to the 2014 Education Symposium.  With this year’s wide variety of educational sessions, there will something for everyone to become re-energized while earning CE credits.  Our planning committee has put together an exceptional line-up of topics.


Thursday Afternoon:


Gretchen Lovelace

Topic – Ethics

Complete your CFP(R) Ethics CE requirement with this two hour presentation




Penny Phillips – Eagle Strategies LLC

Topic: Practice Management

Do you ever feel that your practice is managing you instead of you managing your practice?  Penny will address issues that all advisors face with growing financial practices including time management, client segmentation, and marketing to the target audience.  Following Penny’s proven methods everyone will learn how to work smarter not harder.


Grant Meyers – Blackrock

Topic: Navigating the ETF Landscape

Grant will discuss how exchange traded funds are being integrated into portfolios and changing investment strategies for clients. 1 hour CFP(R) /LA State Ins. CE


Andrew Martin, CLU, ChFC  - First Protective

Topic: Risk Mangement

With years of experience in the Insurance industry, Andrew has mastered the art of speaking the language of insurance.  By the end of his presentation you will have the tools needed to discuss risk management topics with your clients in a format that they will understand.  With Andrew’s integrated method, risk reduction will be an integral part of each client’s financial plan. 1 hour CFP(R) /LA State Ins. CE pending 


Michael Ozburn – Loring Ward 

Topic: Behavioral Finance

Studies have shown that managing investors’ behavior is one of the best opportunities to assure a client’s successful investment experience.  Michael will discuss methods for guiding our clients through any market. 1 hour CFP(R) /LA State Ins. CE pending 


Reginald Breaux – Oppenheimer Funds

Topic: Social Security: A Retirement Income Cornerstone

Reginald Breaux, a Senior Advisor Consultant with Oppenheimer Funds and will guide us through the importance of Social Security planning in an overall retirement income plan. He will discuss the advantages of delaying until full retirement age as well as special claim options for widow(er)s, divorcees, and married couples.  He will cover the importance for the higher wage earner to delay in order to maximize the survivor benefit and work this into the overall retirement plan. 1 hour CFP(R) /LA State Ins. CE 

Have questions about FPA Baton Rouge Education Symposium? Contact FPA Baton Rouge

When & Where

Crowne Plaza
4728 Constitution Ave
Baton Rouge , LA 70808

Thursday, September 11, 2014 at 3:00 PM - Friday, September 12, 2014 at 10:00 AM (CDT)

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FPA Baton Rouge Education Symposium
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