FSP/EPCNGA Joint Symposium

When
08/22/2013
7:00 AM - 4:30 PM
Location
Villa Christina

Registration

Member after 8/15 – $155.00
Member by 8/15 – $125.00
Non-member – $155.00
Student – $65.00

FSP Atlanta/EPCNGA Joint Symposium

Sorry, online registration is now closed. Please call (770) 516-0207 for assistance.

Financial professionals from a variety of disciplines gather each year for FSP Atlanta's full day of continuing education, camaraderie and networking - expanded again this year to include members of the Estate Planning Council of North Georgia for even more networking and educational opportunities!

Cost:
Members $125 by 8/15/13, $155 after
Non-members $155
Students $65

Details:
Thursday, August 22, 2013
7:00 am - 4:30 pm
7 hrs. CE (GA Ins., CFP, CLE, CPE, PACE) applied for, including 3 GA Insurance Ethics

Location:
Villa Christina
4000 Summit Boulevard
Atlanta, GA 30319
www.villachristina.com

Agenda:
7:00-7:45am    Registration, breakfast
7:45-8:00am Welcome, announcements
8:00-9:00am    Legislative Update: Brendan Gleason,
   Dir. Political Advocacy, AALU (1 hr. GA Insur. ethics)
9:00-10:00am ATRA 2012: What Should Clients Do
   Now? Richard Morgan, Morgan & DiSalvo
10:15-11:15am What You & Your Clients Should Know
   About Medicare: Bert Hene, Hene Health Brokerage
11:15-12:30pm Lunch
12:30-2:30pm    Break-out sessions
   Track A - Developments in GA Case Law: Mary Radford,
GSU and The Tax Side of Retirement Planning: Greg
      Freeman, Strategic Stewardship OR
   Track B - Life/LTC Combos & Update: Tom Hebrank,
      Advanced Planning Solutions, FPA Past President and
      Using Executive Retirement Plans in Business Exit
      Strategies: Patrick Callahan, Northwestern Mutual
2:45-4:30pm Social Security for Financial Services
   Professionals: Desmond Thornton, Social Security
   Administration (2 hrs. GA Insur. ethics)
(exact times subject to change)

FSP Atlanta 3227 S. Cherokee Lane, Ste. 1320 Woodstock, GA 30188 (770) 516-0207 admin@fspatlanta.org