Scenes from FPA Charlotte 2008
Symposium and Sponsor Expo
August 27-28
Click Here to view Brochure & Agenda

Some information on the speakers and topics covered

for more information, click on links following this symbol

Peter Ricchiuti, Chair/Director of Research – School of Business at Tulane University

Market Signals: What the Financial Markets Are Telling Us Now

Dr. David Kelly, Chief Market Strategist – JPMorgan Funds

Guide to the Markets, Investing in 2008 & Beyond

Lincoln Anderson, Managing Director, Chief Economist, CIO – LPL Financial

The Economy & Financial Markets

Ron Temple, CFP, Managing Partner, Research Analyst – Lazard Asset Management

Clarifying the Mortgage Crisis

Steve Moses, President – Center for Long-Term Care Reform

The Past, Present & Future of Long-Term Care Planning

John E. Frownfelter, IV, CFA, Senior Investment Analyst – SEI

Managing Portfolios for Investors Taking Distributions

Bill E. Dwyer, Board of Directors – Financial Services Institute (FSI) and President – LPL IAS

State of Business

John A. Oliver, CLU, ChFC, Vice President, Field Development – Transamerica Occidental

Life Insurance Company

John Koehler, CFP, ChFC, CRPC, CLU, Vice President – Jackson National Life Insurance Co.

Top 50 IRA Rules – What Every Advisor Should Know

 Michael Kitces, MSFS, MTAX, CFP, CLU, Director, Planning – Pinnacle Advisory Group

Life & Death Tax Planning for Annuities

Maribeth Kuzmeski, MBA

Practice Management & Marketing

Chris Stack, Esq., Managing Consultant – Savingforcollege.com

Wealth Management Strategies – Maximizing the Value of 529 Plans

Dan Starks, Personal Safety Expert, Owner – Starks Training Institute, Inc.

Identity Theft – It Can Happen To You

Jonathan Wills, Regional Vice President – PowerShares Capital Management

Overview to Exchange Traded Funds