2018 FPA Regional Symposium

May 09, 2018
7:00 AM - 5:00 PM
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Cobb Galleria
2 Galleria Pkwy SE
Atlanta, GA 30339
Venue website


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


May 9, 2018

Cobb Galleria 
2 Galleria Pkwy SE
Atlanta, GA 30339

Practice. Ownership.Technology.Ethics


Key Note Speakers:

Bill Winterberg, FPPAD

Using Technology to Enhance the Advice You Provide Your Clients

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

 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.


Other 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!

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 Broker Protocol & Making Changes

Michael Mayer, Betterment: Key Steps Needed to Scale Your Practice Through Technology

Atlanta Federal Reserve: Economic Update


Please join us after the event for a special reception with our 2018 Sponsors! We will be giving away prizes, including an Apple Watch and gift cards! You must be present to win!!


Click Here to Download the 2018 Regional Symposium Agenda

 2018 Partnership Opportunities- Click Here


Platinum Partner Event Materials:

Fairway Mortgage Event Flyer

DPL Financial Partners

First Trust



$210.00 Member Ticket
$245.00 after 07:00 pm April 15

$310.00 Guest Ticket
$345.00 after 07:00 pm April 15

$100.00 Student Registration
$135.00 after 07:00 pm April 15