FPA Annual Symposium
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
- Member Fee $179
- Non Member Fee $259
- FPA Student Fee $50
Sponsorship Options
Marquis Sponsor $3,000
- 10 minute presentation during symposium
- premium exhibitor booth location
- top signage on all marketing materials
- full page ad in program
- copy of attendee roster
- logo on FPA chapter website
- 2 tickets to attend full day at symposium
- One monthly meeting sponsorship during 2017-18 programming year
Sypmosium Lunch Sponsor $2,000
- 10 minute presentation during luncheon
- premium exhibitor booth location
- signage during lunch
- branding on all marketing materials
- full page ad in program
- copy of attendee roster
- logo on FPA chapter website
- 2 tickets to attend full day at symposium
- One monthly meeting sponsorship during 2017-18 programming year
Preferred Partner Sponsor $1,500
- exhibitor booth
- branding on all marketing materials
- full page ad in program
- copy of attendee roster
- name on FPA chapter website
- 2 tickets to attend full day at symposium
- One monthly meeting sponsorship during 2017-18 programming year
Symposium Snack Sponsor $1,000
- exhibitor booth
- signage during refreshment/break session
- full page ad in program
- copy of attendee roster
- name on FPA chapter website
- 2 tickets to attend full day at symposium
Exhibitor Booth $650
- exhibitor booth
- 1/8 page logo in program
- copy of attendee roster
- name on FPA chapter website
- 2 tickets to attend full day at symposium