Education Sessions on Wednesday
8:15am – 9:30am Morning Educational Sessions
Practice Management| Exploring The Social Networking and Media Landscape ** ◊ John Stone III, Revenue Architects, LLC and goodasitgets Why attend: Find out if you are ready to join the digital conversation. Session details: New media and social networks are accelerating brand awareness and audience engagement. As your clients increasingly integrate these new media channels into their everyday lives, when is the time right for you to join the conversation? At this session, we will review the media landscape, including Facebook, LinkedIn, Plaxo, Twitter and other online communities. Find out how these new channels can help advisors engage clients while increasing visibility and awareness. |
| Professional Designations in Your Practice ◊** Marilyn Capelli Dimitroff, Capelli Financial Services, Inc - Speaker Bio Dede Pahl, Investment Management Consultants Association - Speaker Bio Tom Robinson, CFA Institute - Speaker Bio Why attend: Take professional development to the next level by learning how the major designations in the financial advisory industry—CIMA, CPWA, CFP, CFA and CIPM—can benefit your firm. Session details: Find out which professional designations are most appropriate for your firm and individual staff members, what it takes to achieve and maintain these credentials, and how they can enhance your daily practice and bottom line. |
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| Capitalizing on Personal Trust Trends ‡ ◊** Jeff Scroggin, Scroggin & Company P.C. - Speaker Bio Why attend: Find out how you could increase your assets under management by effectively managing trust assets and understanding pending estate tax legislation. Session details: This practical presentation will outline current trends and issues, marketing opportunities and the investment traps to be aware of in the fluid environment of trust management. The session focuses on: • The move away from traditional trust company investment management • How your firm can obtain trust experience • Developing partnerships with estate planners • 2010 estate tax legislation update |
| Expanding the Scope of Your Retirement Practice ◊** Robert Blair, Retirement Alliance, Inc. - Speaker Bio Stephen Cucchiaro, Windward Investment Management - Speaker Bio Randy Mitchell, Milliman, Inc. - Speaker Bio Why attend: Find ways to expand upon the success of your investment strategies, developing new revenue streams through the retirement market. Session details: Focus on the opportunities your retirement practice provides to develop investment services targeted toward an existing client base or new prospects. Hear different perspectives on collective trust funds, custom model portfolios and other strategies. This session will cover the pros and cons of each, with considerations and logistics from panelists who have set up and manage portfolios for retirement plans today. |
| Option Hedging and Income Generation ‡◊** Randy Frederick, Charles Schwab - Speaker Bio Why attend: Find out how options provide another way to generate income and lower overall risk in clients’ portfolios. Session details: Market volatility and risk will likely remain elevated in the coming year. Discuss various option-hedging strategies—including covered calls, protective puts and collars—that can help mitigate risk and generate income. |
| Planning with Roth IRAs ‡◊** Louis Mezzullo, Luce Forward - Speaker Bio Why attend: Stay on top of the latest information in retirement planning. Session details: With the removal of the adjusted gross income limits in 2010, your clients may be able to convert IRAs to Roth IRAs. Find out who should make the switch and who should wait. |
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| Hands-On Technology Session |
| Navigating the Redesigned Research Workstation on Schwab Advisor Center ◊** Sharon Baxter, Charles Schwab - Speaker Bio Why attend: Get a guided walk-through of the newly redesigned research workstation on Schwab Advisor Center. Session details: Take a quick tour through the new global markets pages and learn about other new features and functionality of the redesigned site. The session offers an overview of all the commentary, tools and services available for monitoring overall market performance and researching individual securities, including stocks, exchange-traded funds and mutual funds. |
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