FPA of Georgia 2020 Regional Symposium

September 14, 2020
7:00 AM - 4:00 PM
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Cobb Galleria
2 Galleria Pkwy SE
Atlanta, GA 30339
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FPA of Georgia 2020 Regional Symposium

Monday, September 14, 2020 

at the Cobb Galleria

7:00 a.m. - 4:00 p.m.

#WinterIsComingFPAGA

We are going to have three educational track focuses to include:

College/Educational Planning, Advanced Planning, and Branding/Marketing.

Speakers Include:


    Ted Jenkin, oXYGen Financial
    Topic: "How to Build a Love Mark & Lead Generation Machine"

Ted has been a financial advisor for more than 22 years and a CFP® for over 17 years. In 2008, Ted founded oXYGen Financial to help change the financial services industry by creating a new company that focused on serving the X and Y Generation.   oXYGen Financial now has more than 2,000 clients and manages over 300 million AUM.  Ted has been featured in over 30magazines and newspapers including the Wall Street Journal, Business Week, and The Huffington Post.   He has been on the cover of Investment News and REP magazine over the last year, is a top 100 personal finance blogger, and is a social media expert.  He has six advanced designations from the College for Financial Planning (CFP®, CRPC®, CRPS®, AWMA®, AAMS®, CMFC®)  Ted grew up in New Jeresy.  Ted is a Boston College graduate, has the best wife in the world Genna, three wonderful kids (Olivia, Lyla, and Louden) and now resides in Milton, GA. Ted loves tennis, working out, and running businesses.


    Dr. Wade Pfau, Founder of RetirementResearcher & Professor at American College
    Topic: "The Four Approaches to Managing Retirement Income Risk"
   

Wade D. Pfau, Ph.D., CFA, RICP, is the curriculum director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a contributor to ForbesAdvisor PerspectivesJournal of Financial Planning, and an Expert Panelist for the Wall Street Journal.  He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free RetirementHow Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement


    Jeffery Levine, Nerd's Eye View and Kitces.com
    Topic: "How The SECURE ACT Changes Retirement (and other) Planning"

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com, a leading online resource for financial planning Professionals, and also serves as the CEO and Director of Financial

Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax and estate planning. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is a regular contributor to Forbes.com, numerous industry publications, and is regularly sought after by journalists for his insights.


Breakout Sessions

See Full Speaker Bios

Click Here for Agenda

 

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Tickets

$225.00 FPA Member Ticket
$199.00 Earlybird rate before August 17

$115.00 Student Ticket

$400.00 Non-Member/ Guest Ticket
$360.00 Earlybird rate before August 17

Documents

2020 Regional Symposium Agenda