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Hosted by Northeast Florida FPA

2022 Annual Conference

Whether you are a veteran or a new attendee, you'll benefit from the wide array of educational sessions at FPA of Northeast Florida's Annual Symposium for Financial Planning Professionals. Enjoy an ideal mix of learning, engaging with peers, and networking. Gain new insights and take back ideas you can put into practice right away.

Resource Partners - Our Resource Partners will be back with solutions to help you grow your practice. Spend time in our exhibit space and find possible solutions. Looking for informal guidance on challenges you're facing? Tap into the knowledge and expertise of our resource partners and senior-level peers.

This is a great forum to exchange ideas, and speak with colleagues that may offer a new and different perspective.

Save the Date - More information about our Annual Symposium will be published soon!

Thursday, October 6, 2022
8:30 AM - 5:00 PM

Location

University of North Florida
Herbert University Center
12000 Alumni Dr
Jacksonville   FL   32224
 
Website for Location
Map for Location




Speaker Profiles

 


Russell T. Price, CFA
Chief Economist
Ameriprise Financial Services

Russell Price is the Chief Economist for Ameriprise Financial, a role he has held since 2012. Prior to joining Ameriprise, Price was the senior economist for H&R Block Financial Advisors for seven years. He was also a generalist equity research analyst for more than six years before his role at H&R Block Financial Advisors.

Russell is frequently quoted in publications such as The Associated Press, Fox Business, Bloomberg News, Business Week and Reuters and has appeared in many other national media outlets.

Notably, he has been repeatedly cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Through June 2021,Bloomberg ranked him as the sixth most accurate forecaster of U.S. economic fundamentals over the prior two years out of a field of 70 global economists. He’s been in the top 10 of the Bloomberg economic rankings every quarter since at least 2015.




Derek Tharp, PhD, CFP®, CLU®, RIPC®
University of Southern Main

Derek Tharp is the lead researcher at Kitces.com and an assistant professor of finance at the University of Southern Maine. He earned his Ph.D. in personal financial planning at Kansas State University.

In addition to writing at Kitces.com, Derek regularly contributes to the wealth management section of the Wall Street Journal’s Experts Blog. His research has been published in academic journals such as the Journal of Retirement and Journal of Personal Finance.