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Hosted by Northeast Florida FPA

2021 Symposium



Whether you are a veteran advisor or new to the profession, you'll benefit from this ideal mix of learning, engaging with peers, and networking. Gain new insights and take back ideas you can put into practice right away.

No matter how experienced you are, everyone can learn. Today's workplace can often be isolating, and without exposure to a variety of points of view, we can miss new ideas and trends that can impact future results. The educational aspect of our symposium can expose you to new ways of conducting your business and help you discover how to be more productive.


This symposium provides a great opportunity to network. Avoiding peers for fear of others discovering your competitive advantage can actually limit your own success. Collaboration is the way to approach networking.


Register Today!!

Thursday, October 21, 2021
8:30 AM - 3:30 PM

Location

University of North Florida
Herbert University Center
12000 Alumni Dr
Jacksonville   FL   32224
 
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Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account


FPA Members - $45 $45.00
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Non-Members and Guests - $55 $55.00
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UNF Students and CFP Candidates - $25 $25.00
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Agenda

 

Oct 21 2021 8:15AM


Registration and Breakfast


Arrive early enough to pick-up your registration package, have a cup of java, a little something to eat and enjoy this opportunity to network with like-minded professionals. Remember to be prepared to show you photo ID when registering.


Oct 21 2021 8:45AM


Welcome




Michael P. Cogswell, JD, LLM (Tax)
Senior Consultant
PIMCO

Oct 21 2021 9:00AM


Session 1: 2021 Year-End Planning Strategies


Recent tax reform, the Secure Act, American Rescue Plan, and infrastructure bill that tax changes would likely fund have created both significant tax opportunities and challenges. This discussion presents an overview of the tax legislation, new provisions, and unique planning opportunities.

Participants will: Identify key income, investment and estate tax code changes; Review relevant planning strategies to help improve client outcomes; Learn how best to plan in conjunction with a client's tax adviser.

Accepted for 1.5 hours of continuing education by
CFP Board.



Suzette Rothberg, CFP®
Suzette Rothberg Consulting, LLC

Oct 21 2021 10:30AM


Session 2: New Word Order: It's Not What You Say, It's What They Hear.


Which words resonate with investors today? Help advisors better connect with skeptical investors using plain English rather than jargon to communicate more effectively.

Participants will: Learn how to reframe investment issues to remove the emotion; Learn how to have a personalized conversation rather than a generic financial conversation; Learn how to promote plausible and credible investment messages.

Accepted for one (1) hour of continuing education by CFP Board.



Kevin F. Lee, CIMA
Vice President, ETF Account Manager
Pimco

Michael O. Wexler, MBA
Account Manager, U.S. Global Wealth Management
PIMCO

Todd W. Page
Vice President, Senior Advisor Consultant, RIA Channel
Invesco

Marshall C. Gallop, CRMP, NMLS# 450841
Certified Reverse Mortgage Professional - CRMP
Reverse Mortgage Funding (RMF)

Oct 21 2021 11:30AM


Sponsor Expo


Take this opportunity to have a great conversation with our our chapter resource partners.

We applaud our resource partners' commitment to you and to our profession.

We encourage you to visit with our chapter partners and have meaningful conversations with them. Thank them.

They are here to help you succeed and to be a resource for you.


Oct 21 2021 12:00PM


Luncheon with Colleagues and Sponsors




Marshall C. Gallop, CRMP, NMLS# 450841
Certified Reverse Mortgage Professional - CRMP
Reverse Mortgage Funding (RMF)

Oct 21 2021 12:10PM


Session 3: Monetizing Home Equity with Today's Reverse Mortgage


Homeowners aged 62 and older currently hold a record $7.8 trillion in home equity. This age group holds 1/3 of the country’s housing wealth and yet nearly 37% of retirees are worried about their financial security in retirement. Unfortunately, most homeowners 60+ don’t realize that a reverse mortgage can help them monetize their home equity and take control of their finances regardless of market volatility – allowing them to access income-tax-free* cash to help fund their retirement needs and goals. After attending this webinar, you’ll be able to educate your clients on the benefits of reverse mortgages, and you’ll be able to create a buffer asset for your clients to avoid selling at losses and prevent sequence risk, while creating a larger legacy.

Participants will: Learn what improvements have been made and what consumer safeguards have been added to reverse mortgages in recent years; Learn the four common reverse mortgage strategies for increasing retirement stability; Learn the different types of reverse mortgage loans, both federally-insured and proprietary, for real-life applications; Learn how to demonstrate reverse mortgage solutions for eligible clients.

Accepted for one (1) hour of continuing education by CFP Board.


Oct 21 2021 1:10PM


Session 4: Economic and Market Outlook


Aimed at both client facing advisors as well as non-client-facing role, this session will help you enhance your overall investment acumen, learn about Vanguard's market views both domestically and from a global perspective. This session will help you understand our key messages for clients and how the actions and reactions around the world reflect the true global economy we live in.

Participants will: Economic outlook risks have evolved since the beginning of the year; Health risks remain o Inflation “scare” of 2021 strong but transitory; Lower-for-longer returns to stay, but pockets of opportunity; An uneven global recovery; U.S. Monetary policy • China’s policy priorities; Global equity expectations and fixed income outlook; Risks of inflation on some portfolios; How high (or low) could crypto prices go.

Accepted for one (1) hour of continuing education by CFP Board.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
Oct 21, 2021 Registration and Breakfast Registration 8:15 A
Welcome Welcome and Announcements 8:45 A
Session 1: 2021 Year-End Planning Strategies Michael P. Cogswell, JD, LLM (Tax) 9:00 A 1.50
Session 2: New Word Order: It's Not What You Say, It's What They Hear. Suzette Rothberg, CFP® 10:30 A 1.00
Sponsor Expo Kevin F. Lee, CIMA Michael O. Wexler, MBA Christopher J. Schwall Todd W. Page Marshall C. Gallop, CRMP, NMLS# 450841 Saul Mendoza, CIMA, CRPC 11:30 A
Luncheon with Colleagues and Sponsors Lunch 12:00 P
Session 3: Monetizing Home Equity with Today's Reverse Mortgage Marshall C. Gallop, CRMP, NMLS# 450841 12:10 P 1.00
Session 4: Economic and Market Outlook Adam Schickling, CFA Saul Mendoza, CIMA, CRPC 1:10 P 1.00