Friday, July 30, 2010
Calendar of Events 2010 Symposium & Sponsor ExpoSymposium Speakers 2010
   
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WELCOME TO THE SYMPOSIUM SPEAKERS PAGE

Here you will find a day-by-day agenda and biographical information on each of the speakers.  Note: due to the time sensitive content of some presentations, downloads will not available until two weeks prior to the Symposium.  Once presentations are available they will be posted on the individual speakers' page.
 
WELCOME TO THE SYMPOSIUM SPEAKERS PAGE

Here you will find a day-by-day agenda and biographical information on each of the speakers.  Note: due to the time sensitive content of some presentations, downloads will not available until two weeks prior to the Symposium.  Once presentations are available they will be posted on the individual speakers' page.
 
  
   
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 Wednesday, September 29 Symposium Speakers - Click on the individual speaker tabs to access bios and presentations Minimize
Wednesday AgendaGail ChrisleyWilliam BreenDavid HoustonDr. Bob Froehlich
12:00-1:00 pm Registration, Sponsor Expo, Light Refreshments    
1:00-1:10 pm Welcome & Opening Remarks    
1:10-2:25 pm General Session

Gail Chrisley, JD, Nationwide

Legislative & Tax Update

CFP 1, INS 1, CPA 1
 2:25-3:30 pm Track 1A

Wiliam J. Breen, Ph.D.,  Horizon Investments

Funding Retirement-A Novel Approach

 CFP 1, CPA 1
 2:25-3:30 pm  Track 1B David R.P. Houston, JD, ING

Basic and Creative Uses of Insurance in Estate Planning

 CFP 1, INS 1, CPA 1
 3:30-4:00 pm  Break/Sponsor Expo

 

 
 4:00-4:55 pm  General Session

Dr. Robert Froehlich, PLANCO/The Hartford

Market Update

 CFP 1.5, CPA 1

 

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 Thursday, September 30 Symposium Speakers - Click on the individual speaker tabs to access bios and presentations Minimize
Thursday AgendaJames J. DunnAndrew GoldbergRon KingHolly Stubbing/Bart LandessJosef SchusterDan StarishevskyMichael KitcesMichael RaymondDavid MarcusBill Bell
7:30-8:00 am Registration, Breakfast, Sponsor Expo    
8:00-8:10 am Welcome & Opening Remarks    
8:10-9:25 am General Session

James J. Dunn, Wake Forest University Endowment

Asset Allocation in the New Normal

CFP 1, CPA 1
9:30-10:30 am General Session

Andrew D. Goldberg, JP Morgan Funds

Market Insights

CFP1.5, CPA 1
10:30-10:55 am Sponsor Expo    
10:55-11:50 am Track 2A

Ron King, Capital Investments 

Compliance Today - Social Media & Technology

CFP1, CPA 1
10:55-11:50 am Track 2B

Holly W. Stubbing, JD & C. Barton Landess, JD, Foundation for the Carolinas

Trends in Philanthropy-Donor Advised Funds and Other Strategies

CFP 1, INS 1, CPA 1
11:50-12:50 pm Lunch/Expo    
12:55-1:50 pm Track 3A

Josef Schuster, Direxion

Tactical Asset Allocation Strategies

CFP 1, CPA 1
 2:55-1:50 pm Track 3B 

Dan Starishevsky, Jackson National

Rollover: The Right Remedy for Retirement 

 CFP1, INS 1, CPA 1
 2:00-2:50 pm Track 4A 

Michael Kitces, MSFS, MTAX, CFP, CLU, CHFC, RHU, REBC, CASL, Pinnacle Advisory Group

Safe Withdrawal Rates 

CFP 1, INS 1, CPA 1 
2:00-2:50 pm Track 4B 

Michael Raymond, Prudential /Jennison-Dryden

Annuities and the Changing World of Living Benefits 

CFP 1, INS 1 , CPA 1
2:50-3:15 pm  Sponsor Expo     
3:15-4:10 pm Track 5A 

David Marcus, Evermore Global Advisors

Global Equity Opportunities-A 20 Year Outlook 

CFP1, CPA 1 
3:15-4:10 pm  Track 5B 

Bill Bell, JD, MBA, Pacific Life

Business Succession and Retirement Planning for Business Owners 

CFP 1, INS 1 , CPA 1
4:15-5:10 pm  General Session 

Michael Kitces, MSFS, MTAX, CFP, CLU, CHFC, RHU, REBC, CASL, Pinnacle Advisory Group

To Roth or Not To Roth 

CFP 1, INS 1, CPA 1 
5:10-5:20 pm Closing Remarks/Evaluations     

 

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