When

Thursday, June 14, 2018 from 8:00 AM to 4:00 PM EDT
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Where

Irondequoit Country Club 
4045 East Avenue
Rochester, NY 14618
 

 
Driving Directions 

Contact

Diana Barlow 
FPA of Greater Rochester 
585-410-1462 
admin@nyfpa.org 

FPA Annual Symposium 2018 

Please join us on Thursday, June 14th at our new venue, Irondequoit Country Club.  This new venue offers a larger space for Exhibitors and Guests alike.  You will recieve up to 6 CE credits along with breakfast, coffee & snacks throughout the day and lunch.  There will be plenty of time to network with other members of our industry and affiliates.

Agenda

8:00-8:45am          registration & breakfast buffet

8:45-9:00am          FPA announcements

9:00-10:00am        Keynote Derek Tharp, 1 CE credit, How earning growth throughout lifecycle impacts retirement savings strategies.

10:00-10:30am       Morning Break & Exhibitor Booths Open

10:30-11:30am        Derek Tharp, 1 CE credit, How spending changes during retirement impact withdrawal strategies   OR

10:30-11:30am        Kaitlin Simpson, 1 CE credit, The State of Indexing

11:30-12:45pm        Lunch & Exhibitor Booths (with lots of raffles & give aways)

12:45-1:45pm          Bob Vandy, 1 CE credit, Who moved my (LTCI) cheese - the new normal   OR

12:45-1:45pm          Kaitlin Simpson, 1 CE credit, Navigating Market Volatility

1:45-2:00pm           Afternoon break & last chance to visit Exhibitors

2:00-4:00pm          Jamie Block & Doreen Haller present Ethics, 2 CE credits  OR

2:00-3:00pm          Jane Ahrens, 1 CE credit, Health Insurance; bridging the gap between retirement and medicare

either 3:00pm or 4:00pm final sign out.  You will receive 5 or 6 CE credits for a full day of networking and education with your FPA local chapter.

Individual Ticket for FPA members -  $175

Individual Ticket for FPA non members -  $225

Individual College Student - $60 (college ID is required)

"NEW ITEM" Member Sponsor -  $300.  (FPA member can invite and attend with a non member for this reduced fee)

All above include:

  • includes full day ticket to symposium
  • breakfast & lunch
  • all CE classes and keynote presentation (details to follow)
  • opportunity to win valuable prizes while visiting Exhibitor Booth

Symposium EXHIBITOR booth - $500

  • includes full day ticket for two representatives
  • exhibitor booth
  • attendee roster
  • promotion on FPA social media
  • "NEW" each guest will receive a passport card, when they visit each booth you will punch their card giving them the opportunity to win prizes from the FPA

Symposium SILVER sponsorship - $850

  • promotion on FPA social media & signage during symposium
  • short promotional video during break
  • full day ticket for two representatives
  • exhibitor booth
  • attendee roster

Symposium GOLD sponsorship - $1,250

  • one monthly meeting sponsorship during 2018-2019 program year (Locust Hill CC breakfast CE program with 50 members/non members in attendance)
  • company name included in FPA president's announcements
  • promotion on FPA social media & signage during symposium
  • short promotional video during break
  • full day ticket for two representatives
  • exhibitor booth
  • attendee roster

Symposium PLATINUM sponsorship $2,000

  • 10 minute presentation during lunch at symposium
  • additional signage with company logo during symposium
  • one monthly meeting sponsorship during 2018-2019 program year (Locust Hill CC breakfast CE program with 50 members/non members in attendance)
  • company name included in FPA president's announcements
  • promotion on FPA social media & signage during symposium
  • full day ticket for two representatives
  • exhibitor booth
  • attendee roster

Monthly CE Program Sponsorship - $500

  • 10 minute presentation during a monthly breakfast program
  • meeting attendee roster
  • promotion on FPA social media
  • logo listed on email invitations for program
  • sales materials/table set up
  • THIS IS INCLUDED WITH GOLD & PLATINUM SPONSORSHIPS (or can be sponsored separately)