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Michael Kitces Returns!

When:
Wednesday, Jun 21, 2017, 8:00 AM until 2:00 PM
Where:
Traditions at the Links
Traditions at the Links
5900 N Burdick St
East Syracuse, NY  13057

315-656-5298
Contact:
Jennifer Spagnola
Category:
Default Category
Registration is required by Friday, June 16, 2017
Payment In Advance Only
Registrants & Fees
No Fee
$50.00
$50.00
Formal Agenda for June 21, 2017 Event:

8:00                        Registration opens

8:00-8:30            Sponsor networking & light breakfast

8:30                        FPA-CNY welcome & opening remarks

8:35                        Session #1: Trusts as Beneficiaries of IRAs (1 hr CFP & 1 hr CPE CE)

9:35                        Networking break

9:55                        Gold sponsor presentation #1 - MFS

10:10                     Session #2: Understanding the Robo-Advisor Landscape and What They Truly Threaten (NO CFP CE / 1 hr CPE CE)

11:10                     Networking break

11:30                     Gold sponsor presentation #2 – Columbia ThreadNeedle

11:45                     Moderated open conversation with Michael Kitces (Q&A)

12:15                     Lunch buffet & networking break

12:40                     Gold sponsor presentation #3 - GWG

12:55                     Session #3: Rethinking Risk Tolerance for Retiring Clients  (1 hr CFP & 1 hr CPE CE)

2:00                        Ending