2017 Regional Symposium

May 24, 2017
7:00 AM - 6:00 PM
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Cobb Galleria
2 Galleria Pkwy SE
Atlanta, GA 30339
Venue website
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REGIONAL SYMPOSIUM EARLY REGISTRATION IS OPEN!

 

 FPA of GA Regional Symposium Announces:
Special Guest and Keynote Speaker for TWO Sessions!

Michael E. Kitces
MSFS, MTAX, CFP®, CLUWe are, ChFC, RHU, REBC, CASL

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.

We are pleased to also announce the following additions to the line-up:

Additonal Keynote:

Bernard Clark  - The Evolving Role of the Advisor
Executive Vice President and head of Schwab Advisor Services

  

Lunch Keynote:

 

Eric Roberge, CFP
Founder, Beyond Your Hammock

 

 

NEW Breakout Sessions Speakers Added! 

Paul Bosse, CFA
Principal, Vanguard Investment Strategy Group

Mike Chriszt
Vice President of Public Affairs, Federal Reserve Bank of Atlanta 

Christy Eckoff J.D., LL.M., CAP®
Director, Gift Planning Community Foundation for Greater Atlanta

Brian Gallary
Senior Vice President, Head of Strategy & Consulting, First Trust Portfolios L.P.  

Steve Gorin  
Partner in the St. Louis office of the law firm of Thompson Coburn LL

David Katz
Partner, Nelson Mullins Riley & Scarborough LLP

GJ King
President, RIA in a Box

John J. Scroggin, J.D., LL.M.
Scroggin & Company

 

7.5 CFP CE  APPROVED!

5 GA Insurance CE Credits  approved and more applied for 

 

Party with Partners added! 
Reception after final keynote address by Michael Kitces!

 

May 24, 2017
Cobb Galleria Center

7:00 AM - 6:00 PM 

Tickets

$200.00 Member Ticket before April 8
$225.00 Member Ticket
($35.00 Late fee after May 20)

$300.00 Non-Member Registration before April 8
$325 Non-Member Registration
($35.00 Late fee after May 20)

$90.00 Student Ticket before April 8
$100 Student Ticket
($15 Late fee)


Register before Saturday, May 20, 2017 to avoid late fees.

 

Thank you Platinum Partner:

 

Partner packages available - full packages and Regional Symposium only packages! Click here for 2017 Patnership Package

Tickets

$225.00 Member Ticket
$260.00 after 07:00 pm May 20
$200.00 Earlybird rate before April 8

$325.00 Non-Member Registration
$360.00 after 07:00 pm May 20
$300.00 Earlybird rate before April 8

$100.00 Student Ticket
$115.00 after 07:00 pm May 22
$90.00 Earlybird rate before April 8

Our partners

Platinum