EVENT DETAILS

Full-Day Event, 8:00 am - 4:00 pm

(Registration and a Continental Breakfast begin at 7:00 am,

the first program begins at 8:00 am)

Credit:

(Approvals are Pending)

6 Hours of CE Credit for CFPs

6 Hours of CPE Credit for CPAs (Taxation and Specialized Knowledge)

4 Hours of NYS Insurance CE Credit

$165 FPA Member
$240 Non-Member
$50 Student

Sunday, 6/06/2010

 CFP Ethics:

 "Winning Ethics"

Note: This course fulfills the 2-hour CFP Ethics requirement and also carries 2 hours of NYS Insurance CE.

Dan Candura, CFP Ethics Speaker

Dan Candura, CFP® is a leader in the financial planning profession and has been quoted in USA Today, Investment News, The Journal of Financial Planning, Bloomberg’s Wealth Manager and other publications. He was featured on the PBS documentary "Retirement Revolution".

Morning Keynote:

NYS Tax Update

Mark S. Klein, Esq.

Partner, HodgsonRuss LLP

Mr. Klein concentrates in New York State and New York City tax matters. He has over 20 years of experience with federal, multistate, state, and local taxation. He may be best known for his public speaking on tax topics. Mr. Klein has lectured extensively throughout the United States and Canada and teaches courses on state taxation and tax practice and procedure at the State University of New York at Buffalo, School of Management Tax Certificate Program. His articles have appeared in The CPA Journal, the Journal of Multistate Taxation and Incentives, and in other publications devoted to multistate tax issues.

Hugh Smart joined Columbus Life Insurance Company as Director of the Advanced Markets Group in July 2009.  He directs the group's work with producers for all companies in the Western & Southern Financial Group.  Hugh has over 24 years experience in working with private clients and their advisers in both a life insurance and law firm setting.  After obtaining his B.A. from the University of Cambridge, Hugh moved to Chicago and earned his law degree from IIT/Chicago-Kent College of Law.  He spent the next 11 years in private law practice, ending as a Partner in Estate Planning department of a Chicago law firm. Hugh joined Allstate Life Insurance Company as part of their Advanced Markets group, working primarily with independent agents through Allstate's Lincoln Benefit Life subsidiary, assisting them in all aspects of Advanced Markets.  Hugh left Allstate in November 2006 and joined AXA Equitable Life Insurance where he worked with independent and bank producers supporting the sales of variable annuities.

Dr. Katy Votava
President and Founder, GOODCARE.com

Dr. Katy Votava created the consulting firm of GOODCARE.com.  She works with financial advisors and their clients from all over the United States to help them plan for and manage their healthcare costs.  Dr. Katy's in-depth experience as a nurse practitioner, healthcare administrator, educator and researcher gives her a broad view of healthcare in retirement and what the real impact is on consumers.  She is an expert on personal healthcare costs, Medicare, and long-term care.  She has been featured on the Nightly Business Report, Health.com, and speaks frequently on personal healthcare finance.  Dr. Katy Votava is a registered nurse with a PhD in health economics and nursing from the University of Rochester where she also completed a pre-doctoral fellowship in community and preventive medicine.  Dr. Katy also did a post-doctoral fellowship at Harvard Medical School.

To Roth or

Not to Roth

David Mirsky, CPA/PFS, CFP, CMA 

Mirsky Financial Management Corp.

"Saving money is finding money" says Dave, and it's something he does for clients regularly.  With a highly focused eye for detail and a methodical, thorough analytical approach to financial analysis,  Dave also provides special expertise in tax efficient strategies for corporations, partnerships, and sole proprietorships and for families who own closely held entities.  Dave holds a BS degree in Accounting and Economics from SUNY Albany, and an MBA in Finance and Entrepreneurship from the University of Rochester's Simon School of Business.

Andrea Graham

Long-Term Care Specialist,

Upstate Special Risk Services, Inc.

Impact of the

Estate Tax Repeal

Cressida Dixon, Esq.

Deputy Practice Group Leader, Private Clients

Partner, Nixon Peabody

Cressida concentrates her practice in estate and gift tax planning, including the drafting of wills and trusts as well as counseling clients on charitable giving techniques.  In addition, she represents clients as fiduciaries in the administration of estates and trusts.  Cressida is a member of the New York State Bar Association (Trusts and Estates and Elder Law Sections); the Monroe County Bar Association; the Estate Planning Council of Rochester; the Greater Rochester Association of Women Attorneys; and the Rochester Grantmaker's Forum.  She is also a member of the Board of Directors of the Rochester Children's Nursery and the University of Rochester Medical Center Planned Giving Committee, as well as a recipient of the Forty Under 40 award and a graduate of the Leadership Rochester Program.

Afternoon Keynote:

Bond Funds Swimming Naked

Eric Jacobson

Director, Fixed Income Research

Morningstar Investments

Eric Jacobson is director of fixed-income research for Morningstar. In addition to writing in-depth analyses of individual funds, he originated the "Bond Squad" column for Morningstar.com® in 1999 and writes installments for that series, along with "Fund Spy" and other columns and articles appearing in a variety of Morningstar publications.  From 2006 through mid-2008 he was director of fixed-income strategies for Morningstar Indexes, and he was responsible for the design and launch of Morningstar's suite of U.S., global, and emerging-markets bond indexes. Before joining the company in 1995 as a closed-end fund analyst, he worked for Kemper Financial Services. Jacobson covers a wide breadth of mutual fund and bond-market topics and sectors, including those of inflation-indexed, mortgage, corporate, and municipal bonds as well as mutual fund regulation and distribution. He has covered or currently covers the PIMCO, BlackRock, Loomis Sayles, Fidelity, Vanguard, American Century, Eaton Vance, and American fund families, among many others.