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Financial Forum 2007
Save The Date – Monday, June 4, 2007
Drury Lane Oak Brook
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This year’s Financial Forum offers interesting and high quality programs, nationally known speakers, networking opportunities, great opportunities to interact with sponsors, and, of course, CE hours. Breakout sessions will again provide many choices for attendees, including two separate required Code of Ethics sessions. CFP, CPE and Illinois Insurance credits will be offered. The line-up of speakers includes keynote addresses by Bob Veres, Susan Bradley, Bill Carter and Don Phillips.
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Schedule of Events
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8:00 – 8:30 a.m.
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Sponsor Breakfast
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8:30 - 10 a.m.
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Morning Keynotes
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Future Challenges and Opportunities - 1 CFP CE
Bob Veres
Lessons Learned: How to Build a Large Financial Planning Practice
Bill Carter, CRP, CLU, ChFC, Carter Financial Management
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When Life Changes Money Moves - Working with Clients in Transition - 1 CFP CE
Susan Bradley, Sudden Money Institute
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10 - 10:10 a.m.
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Break
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10:20 - 11:20 a.m.
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Morning Keynote (Continued)
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11:20 – 11:50 a.m.
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Sponsor Break
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11:50 – 12:40 p.m.
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Sponsor Lunch
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12:40 - 1:30 p.m.
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Breakout Sessions 1
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Cutting Edge Topics in Financial Planning - 1 CFP CE
Chip Bauder, RJ Cutting Edge Techniques
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Creating a Profitable and Powerful Client Experience - 1 CFP CE
Julie Littlechild, Advisor Impact
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Why Successful Advisors are Considering Going Independent
Neesha Hathi, Vice President, Strategy & Segmentation
Schwab Institutional
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Make Your First Impression Positively Powerful©
Susan Fignar, Pur*sue Inc.
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Email Compliance - Maximizing Your ROCI
Anthony Seyboth, Advisorsquare
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1:30 – 2:00 p.m.
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Sponsor Break
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2 – 2:50 p.m.
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Breakout Sessions 2
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A Case Study in Client Acquisition: A Proven Method
David Edlin, Alliance Bernstein
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Stage Appropriate Estate Planning for Business Owners - 1 CFP CE
Randy Fox®, InKnowVision, LLC
Josh Patrick
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The Women's Point of View in Financial Planning
Cicily Maton,®, Aequus Wealth Management Resources, LLC
Julie Littlechild, Advisor Impact
Susan Bradley, Sudden Money Institute
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Including Family in Family Business Planning - 1 CFP CE
David Lansky, PhD, Family Business Innovations
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Ethics for Financial Planners - Part I - 2 CFP CE
Joel Weiner, CFP®, CFDP®, ChFC, CLU, CFS, CSA
Professional Training Services
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2:50 - 3:00 p.m.
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Break
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3 - 3:50 p.m.
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Breakout Sessions 3
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The Battle for the Affluent Market - 1 CFP CE
Louis Cameron Day, CEO, Skill-Weighted Advisor Services
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Loss Prevention for RIAs
Bayard "Bud" Bigelow, III, MBA, CPA, The Cambridge Alliance
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Commodities: The "New/Old" Asset Class - 1 CFP CE
David Hightower
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Ethics for Financial Planners - Part Two
Joel Weiner, CFP®, CFDP®, ChFC, CLU, CFS, CSA
Professional Training Services
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3:50 - 4 p.m.
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Break
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4 - 5 p.m.
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Closing Keynote
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Portfolio Construction Approaches - 1 CFP CE
Don Phillips, Morningstar
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| 5 - 6 p.m. |
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Reception |