FPA of Georgia Regional Symposium

 

 

Please Join us for the 2018 FPA of Georgia Regional Symposium!

Practice. Ownership.Technology.Ethics

 

Register Today to get the Early Bird Rate!

Prices increase April 15th!

 

Speakers will include:

Christy Eckoff, Community Foundation of Greater Atlanta: Legacy Card

Betsi Barrett, Bennett Thrasher: Business Tax Credits

Harlan Accola, Fairway Mortgage: Reverse Mortgages

Eric Smith, The Financial Literacy Coach: Being Broke Ain't Sexy!

Bill Winterberg, FP Pad: Using Technology to Enhance the Advice You Provide Your Clients

Bonnie Kitchner, Sea Change: Enhancing Your Ethical Intelligence - 2 hours Ethics

Eric Broel, Broel Law Group: What A Financial Planner Must Know About Estate Disputes

Stephanie Macon, TD Ameritrade: Propel Your Business By Optimizing & Owning Your Tech Decisions 

Tom Potter & Chip Collins, Burr Forman : Restrictive Covenants, The Broher Protocol & Making Changes

Michael Mayer, Betterment

 Atlanta Federal Reserve: Economic Update

Key Note Speakers:

  • Bill Winterberg, FPPAD

    In this provocative session, you will learn ways to use current technology to enhance the advice you provide and be exposed to innovations on the horizon that have the potential to amplify your relationships with clients and prospects. 

  • Bob Veres

      The session breaks the concept of "excellent client service” into six different components:

     Setting clear expectations (which makes it much easier for you to meet or exceed them); Responsiveness to client requests and messages, Creating pleasant client interactions whenever you meet, Providing high-quality professional advice (the core of your professional duty to clients); Exhibiting exemplary conduct and character; and Creating a visibly caring relationship with clients that may go beyond the boundaries of strict professionalism into friendship and advocacy.

  • Bonnie Kitchner

      2 hours Ethics

Bonnie Kirchner, CFP®, MST, presents “CFP Board Ethics 2018: enhancing your ethical intelligence”.  Having experienced firsthand the devastation caused by an unethical former CFP® Practitioner, Ms. Kirchner will discuss the implications of ethics lapses and how they impact all of us.  This session will cover the required 2018 learning objectives and qualifies for two hours of ethics CE credit.

 

Please join us after the event for a special reception with our 2018 Sponsors! We will be giving away prizes, including an Apple Watch!

 Registration Now Open!

2018 Event Agenda- Subject to Change

 

Platinum Partner Materials:

Fairway Mortgage Session Ad

DPL Financial Partners

First Trust