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Mark your calendar for October 27. FPA/NEO's Symposium 2008 will again offer a "not to be missed" full-day event. This year's nationally known speakers will be presenting exciting and timely topics.
Visit with participating sponsors and exhibitors to gain knowledge about teir products and services. CE for CFPs, CPAs, and Ohio Insurance will be offered. 7 CEs have been approved for CFPs and CPAs. 2CE's are pending approval with the Ohio Department of Insurance.
You don't want to miss this year's speakers and participating exhibitors - sign up today for FPA/NEO Symposium 2008.
Stephan R. Leimberg will be our opening speaker. Stephan R. Leimberg, JD, is CEO of Leimberg Information Services, Inc., an e-mail and database service providing information and commentary on tax cases, rulings, and legislation for financial services professionals, CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, and President of Leimberg Associates, Inc., a publishing company.
Leimberg, co-author with Howard Zaritsky of Tax Planning With Life Insurance, creator of NumberCruncher, and Creator and Lead Author of the 10 book Tools and Techniques series, is frequently quoted in The Wall Street Journal, New York Times, Forbes, Fortune, Business Week, Standard and Poors’ Outlook, The Christian Science Monitor, Bloomberg’s Financial, Kiplingers, The Washington Post, Smart Money, and Money Magazine.
LISI, Steve's unique e-mail newsletter/data base LISI ( http://www.leimbergservices.com ) and Estate and Financial Planning software NumberCruncher are used daily by thousands of estate, financial, employee benefit, and retirement, and charitable planning practitioners.
Don't miss Mr. Leimberg's opening presentation topic "Insurable Interest: What Every LIfe Insurance AGent, Attorney, CPA, Trust Officer and Charitable Planner Nees to Know"
Mr. Leimberg's second topic is "What's Hot? What's Not? Recent Cases, Regs, and Legislation Impacting on Life Insurance in Estate, Financial, Business, Employee Benefits, and Charitable Planning"
Deena Katz, CFP is an Associate Professor in the Personal Financial Planning Division at Texas Tech University, in Lubbock, Texas. She is also a partner of Evensky & Katz, a wealth management firm, located in Coral Gables, Florida. She is an internationally recognized financial advisor and practice management expert and the author of six books on financial planning and practice management topics. Her book, Retirement Redesigned, has just received an Axiom Business Book Award for 2008. Ms. Katz served as the Editor-in-Chief of the Journal of Retirement Planning, and has been a contributing writer for Financial Advisor, Investment Advisor, Financial Planning Magazine, and National Underwriter. Currently, she is a columnist for Financial Planning Magazine.
Working with Moss Adams, LLP, Ms. Katz has served as a consultant to many companies within the financial services industry including institutional custodians and brokers, money managers, and insurance companies.
Ms. Katz was one of the first advisors named as Financial Planning Magazine’s “Movers and Shakers” for 2001and 2008, as well as one of Accounting Today’s Top Ten Names to Know in Financial Planning, in 2001 and 2002. She has been on the Investment Advisor’s Most Influential People in the Industry for the past five out of six years, including the current one. She has been included on the Worth Magazine’s List of top financial advisers numerous times. She is frequently quoted by major national news media, and has made various television appearances on local and national network programs for CBS, ABC, and PBS.
She is a nationally recognized speaker in the United States. She has also been called upon by global financial services organizations to speak at international financial forums held in various locations including Australia, Canada, Japan, England, India, Ireland, Singapore, New Zealand, Malaysia, and South Africa.
Ms. Katz is on the National Board of Directors of the Financial Planning Association, immediate past member of the Board of Trustees for the Foundation for Financial Planning, and past member of the Advisory Board for Fidelity Research, and in 2007 served as an advisor to the Comptroller of the State of Texas on their college funding plans.
Ms. Katz was the first woman member of Rotary/One, Chicago, as well as the first woman to serve as a director of a United States Rotary Club. She received her Bachelors degree from Adrian College and was the 1993 recipient of the college's Young Alumni Achievement Award. Ms. Katz has been a trustee of Adrian College and received a Doctorate of Humane Letters (LHD) from the College in 2001.
Ms. Katz topic "Communication and Behavior in Client Relationships" will help you utilize active listening techniques to engage clients for data gathering, application of behavior theory to financial planning and portfolio management, and managing expectations.
Our closing speaker is Robert Carey, CFA, Chief Investment Officer of First Trust where he and his staff have the responsibility to supervise over $30 billion in assets in closed-end funds, separate managed account, unti investment trusts, variable annuity sub-accounts and exchange-traded funds.
Mr. Carey has over 22 years of experience as an Equity and Fixed-Income Analyst and is a recipient of the Chartered Financial Analyst (CFA) designation. He is a graduate of the University of Illinois at Chapaign-Urbana with a B.S. in Physics. He is also a member of the CFA Society of Chicago and the CFA Institute.
Mr. Carey has appeared throughout the United States and Canada as a guest on television and radio programs. these programs include: Bloomberg TV, CNBC and Canada's Business News Network and on Chicago's WBBM Newsradion 780's Noon Business Hour. He has been quoted by several publications including The Wall Street Journal, The Wall Street Reporter, Bloomberg News Service, and Registered Rep.
Mr. Carey's topic "2008 Market Update... Perception Meets Reality" is a must hear which begins with TODAY's BIG ISSUE and concludes with a 2008 OUTLOOK.
Financial Planning Association / NEO
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