FPA Annual Symposium

Please join the FPA of Greater Rochester for our 31st Annual Symposium bringing our industry together for this full day event of networking including breakfast, lunch, CE courses, exhibitor booths and our keynote speaker.

This program will provide attendees with up to 6 hours of CFP, CPA & NYS Insurance Credits. Agenda with class descriptions listed below.

We are happy to announce our Keynote Speaker will once again be Michael Kitces

Visit his website at www.kitces.com

WHEN

Thursday, June 22, 2017 from 7:15 AM to 4:00 PM EDT
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WHERE

RIT Inn & Conference Center
5257 West Henrietta Road
Henrietta, NY 14467

Driving Directions

CONTACT

Diana Barlow
FPA of Greater Rochester
585-410-1462
admin@nyfpa.org

Symposium Agenda

7:15-8am   Registration & Continental Breakfast

8-8:15am   Welcome announcements

8:15-10:15am  Keynote Michael Kitces; Expanding the framework of safe withdrawal rates – 2 CE credits.

10:15-10:30am   Exhibits/refreshments

10:30-11:30am   Michael Kitces; Applying Behavioral Finance in your Financial Planning Practice – 1 CE credit.

11:30-12:45pm   Lunch/Networking/Exhibits

12:45-1:45pm    David Shaffer; Navigating the Medicaid Planning Minefield – 1 CE credit OR Shelby George; IRA Rollover, Finding opportunity amid growing fiduciary concerns – 1 CE credit.

1:45-2pm   Exhibits/refreshments

2-4pm   Ethics with Jamie Block & Doreen Haller – 2 CE credits OR 2-3pm course The Elements of Referability with Steven Wershing – No CE credit for this course.

3pm or 4pm  Validation of CE credit forms & adjourn.

Sponsorship Options

Marquis Sponsor $3,000

  • 10 minute presentation during symposium
  • premium exhibitor booth location
  • top signage on all marketing materials
  • full page ad in program
  • copy of attendee roster
  • logo on FPA chapter website
  • 2 tickets to attend full day at symposium
  • One monthly meeting sponsorship during 2017-18 programming year

Sypmosium Lunch Sponsor $2,000

  • 10 minute presentation during luncheon
  • premium exhibitor booth location
  • signage during lunch
  • branding on all marketing materials
  • full page ad in program
  • copy of attendee roster
  • logo on FPA chapter website
  • 2 tickets to attend full day at symposium
  • One monthly meeting sponsorship during 2017-18 programming year

Preferred Partner Sponsor  $1,500

  • exhibitor booth
  • branding on all marketing materials
  • full page ad in program
  • copy of attendee roster
  • name on FPA chapter website
  • 2 tickets to attend full day at symposium
  • One monthly meeting sponsorship during 2017-18 programming year

Symposium Snack Sponsor  $1,000

  • exhibitor booth
  • signage during refreshment/break session
  • full page ad in program
  • copy of attendee roster
  • name on FPA chapter website
  • 2 tickets to attend full day at symposium

Exhibitor Booth  $650

  • exhibitor booth
  • 1/8 page logo in program
  • copy of attendee roster
  • name on FPA chapter website
  • 2 tickets to attend full day at symposium

Presentations will be emailed to registered attendees prior to the event.  If a paper copy is requirred, there will be an additional $10 fee.  Please select on registration page.

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