Please join the FPA of Greater Rochester for our 31st Annual Symposium bringing our industry together for this full day event of networking including breakfast, lunch, CE courses, exhibitor booths and our keynote speaker.
This program will provide attendees with up to 6 hours of CFP, CPA & NYS Insurance Credits. Agenda with class descriptions listed below.
We are happy to announce our Keynote Speaker will once again be Michael Kitces
Visit his website at www.kitces.com
Symposium Agenda
7:15-8am Registration & Continental Breakfast
8-8:15am Welcome announcements
8:15-10:15am Keynote Michael Kitces; Expanding the framework of safe withdrawal rates - 2 CE credits.
10:15-10:30am Exhibits/refreshments
10:30-11:30am Michael Kitces; Applying Behavioral Finance in your Financial Planning Practice - 1 CE credit.
11:30-12:45pm Lunch/Networking/Exhibits
12:45-1:45pm David Shaffer; Navigating the Medicaid Planning Minefield - 1 CE credit OR Shelby George; IRA Rollover, Finding opportunity amid growing fiduciary concerns - 1 CE credit.
1:45-2pm Exhibits/refreshments
2-4pm Ethics with Jamie Block & Doreen Haller - 2 CE credits OR 2-3pm course The Elements of Referability with Steven Wershing - No CE credit for this course.
3pm or 4pm Validation of CE credit forms & adjourn.
Individual Registration
Sponsorship Options
Marquis Sponsor $3,000
Sypmosium Lunch Sponsor $2,000
Preferred Partner Sponsor $1,500
Symposium Snack Sponsor $1,000
Exhibitor Booth $650