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Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

6th Annual Symposium

Friday, September 12, 2014 at Little America Hotel – 7:30 a.m. to 5:00 p.m.

You won’t want to miss the Utah FPA symposium this fall.  We have 4 outstanding keynote speakers discussing topics that are critical for your clients and your financial planning practice. Educational breakout sessions will be held all afternoon and will include 2 hours of CFP ethics.

Attendees can receive up to 8 hours of continuing education for CFP, CPA, and Utah insurance.  Two hot meals will be provided and many prizes, including an iPad2, will be raffled at 5:00 p.m.

Click here for more information.  Register here.

Keynote Speakers:

New Guidelines on Social Media for Financial Planners AND Estate Planning Update
Daniel Hill, Attorney  

The National Economy
Kent Misener
, CFA CEO and Chief Investment Officer at Crossroads Investment Advisors, Deseret Mutual

50 Ways to Lose Your License! Compliance and Regulation Topics
Keith Woodwell
, Director Utah Division of Securities

The National Dept and its Impacts on Investments, Interest Rates and the Economy
Dr. Christine Botosan
Associate Dean of Graduate Affairs David Eccles School of Business, University of Utah


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