Symposium 2009
SYMPOSIUM 2009 ... November 12th
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2009 Speakers
Mark your calendar now for Thursday, November 12, Sheraton in West Des Moines, Iowa and join nationally-recognized financial leaders. We have planned six concurrent sessions to allow some flexibility. A networking reception from 4:00 - 5:00 pm follows the Code of Ethics presentation. Anticipated six hours of Iowa insurance and CFP Board continuing education credits, pending approval. The Code of Ethics course has been approved by the CFP Board.
Schedule of Events - November 12th, Sheraton in West Des Moines
| 7:30 am | Registration, Visit Exhibitors |
| 8:00 - 8:15 am | Welcome and Introductions |
| 8:15 - 9:10 am | Breakout 1 - TBD, Brokers Clearing House |
| Breakout 2 - An Introduction to Business Disability Insurance Presenter Mark Baker, Guardian Life Insurance Company of America |
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| 9:15 - 10:10 am | Breakout 3 - Life Insurance as an Asset Class Presenter Chuck Van Devander, Aviva |
| Breakout 4 - Succession and Transition Planning Ameriprise |
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| 10:15 - 11:15 am | Headliner David Cohen, Assistant Director of Government Relations for the FPA |
| 11:15 - 11:45 am | Break and Exhibitor Bingo, Visit Exhibitors |
| 11:45 - 1:00 pm | Keynote Barry Griswell, Philanthropy |
| 1:00 - 1:15 pm | Break and Visit Exhibitors |
| 1:10 - 2:00 pm | Breakout 5 - Differentiating Yourself from Competitors, Strategic Asset Allocation vs. Tactical Asset Allocation |
| 2:00 - 2:15 pm | Break and Visit Exhibitors |
| Breakout 6 - Recession Proof Presenter Brian Terwilliger, Van Kampen Funds |
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| 2:15 - 3:15 pm | Breakout 7 - Code of Ethics - Acting Like a Fiduciary Under CFP Board Rule 1.4, Part 1 with Presenter Keith Loveland (You must attend both sessions to receive ethics credit) |
| Breakout 8 - Financial Planning Around the World Presenter David Strege, Syverson Strege & Company |
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| 3:15 - 4:15 pm | Breakout 9 - Code of Ethics - Acting Like a Fiduciary Under CFP Board Rule 1.4, Part 2 with Presenter Keith Loveland (You must attend both sessions to receive ethics credit) |
| Breakout 10 - Partnering Effectively with Affiliated Industry Professionals Panel Discussion moderated by Tim Pratt |
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| 4:15 - 5:15 pm | FPA Reception - Networking and Socialiizing Prize Give-Aways |
Click here to access a downloadable registration form and schedule.
Registration - Information and Rates for 2009
Register Now using your Visa or MasterCard.
Print out the schedule and registration to sign up by mail.
Submit your payment to: FPA of Iowa • 15130 New York Circle • Clive, IA 50325.
Questions may be directed to Kristin Rinderknecht, FPA of Iowa Chapter Executive at 515-987-8344 or by email.
Sign up right away. The registration fees include continental breakfast , lunch and the networking reception.
| 2009 Registration Rates: | Thru Oct. 12th | After Oct. 12th | Walk-Ins |
| Members of FPA: | $100 | $120 | $130 |
| Non-Members: | $125 | $145 | $155 |
| Full-Time Students: | $25 | $35 | $40 |
| When registering, please indicate if you need a vegetarian lunch. | |||
Many thanks to our Current Partners for their support of the Financial Planning Association of Iowa!
Platinum Partners: Brokers Clearing House and Jackson National
Gold Partners: Janus Capital and OppenheimerFunds
Silver Partner: Curian Capital
The Financial Planning Association of Iowa is excited to offer partnership opportunities! Our association is supported by a number of exceptional sponsors who help offset the cost of delivering benefits. Partners help lead FPA's message of building the community of the financial planning profession, with your commitment to the assocation, our mission and our members.
Sponsorship includes an 8' x 10' exhibitor space. Booth assignments will be made on a first-pay, first-choose basis according to partnership levels. As always, you are welcome to listen to the seminars and receive CFP Board and Iowa insurance credits.
Fees for sponsors and exhibitors will include all meals and snacks at breaks, as well as an assigned meal table providing the opportunity to meet attendees one on one. Signage and moderator comments will recognize sponsors for meal speakers and breaks. Extra booth charges, such as electricity, phone hookup, equipment, etc., are the responsibility of the exhibitor.
Followup on specific exhibitor needs will occur mid-summer. For more details on Partnership Opportunities, visit our Partners' section.
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Office: 515-987-8344 • Fax: 515-987-2301 • Email: office@fpaiowa.org
15130 New York Circle • Clive, IA 50325
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