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May 19th Program

May 20th Program

Presentations


Due to Capital One's security policies, all participants must be registered before
May 19th.


No registration
May 19th or 20th!

   

Financial Professionals Forum Programs

Thursday, May 19th Schedule and Course Descriptions

8:00 – 9:40 a.m.  

Market and Economic Update - Rod Smyth

  
10:10 – 11:00 a.m.  

"An Inside Look at Today's Banking Enviroment" – David Fairchild, Paul Mangelsdorf, Gaylon Layfield
  
11:10-12:00 p.m.  

Risk vs. Return: The Balancing Act Continues – Vadim Zlotnikov
  
12:00 – 1:00 p.m.  

LUNCH
  
1:10 – 2:00 p.m.  

Elderly Special Needs – Mary Ellis

The Flexible Magic of Permanently Funded Life Insurance Don Creech

Investing Focus: Inflation Protection – Jay Copley
  
2:10 – 3:00 p.m.  

Long Term Care– Don Lecky

Building Your Practice–Casey McCarthy

Green Investing – Paul Hilton

  
3:30 – 5:10 p.m.   CPA Ethics – Vee Tierney

Regulatory Changes Impacting Fiduciary Standard of Care - Don Trone
  
5:30 – 6:30 p.m.   Reception
  

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Friday, May 20th Schedule and Course Descriptions

8:00 – 8:50 a.m.   

Estate Planning in 2011 - A New World of Opportunities– John O’Grady
  
9:00 – 9:50 a.m.   

Legislative Update– Art Auerbach

  
10:10 – 11:00 a.m.   

ETF’s – Doug Sandler

Real Estate – Eric Robison

Health Care - Art Auerbach

  
11:10 – 12:00 p.m.   

Non-Correlating Assets - Marshall Chambers
  
12:00 – 1:00 p.m.   

LUNCH
  
1:10– 2:00 p.m.   

Economic Update– David Brat
  
2:10– 3:20 p.m.   

Tax Efficient Plans – Gary Ackerman
  
2:10– 5:10 p.m.   

CFP Ethics – David Brat
  

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