Thanks To Our Utah FPA Sponsors
2015 Utah FPA Symposium
Are you registered for the 7th Annual Utah Financial Planning Association Symposium. Time is running out for the EarlyBird discount. (Earlybird Discount expires September 16th.) Please Click Here to register and to see the meeting schedule & CE status
This event includes:
> Top notch speakers and topics
> Up to 8 hours of CFP & Utah Insurance CE.
> A hot Breakfast and lunch.
> Prizes including an iPad mini, & Hale Center Tickets (Must be present to win.)
One of our Keynote topics is:
“Aging and Its Financial Implications: Planning for Housing”
As you know, no amount of wealth can forestall the aging process; the real wealth advantage is preparation. What you can do is get out in front of the potential issues you will face and become familiar with the landscape you may encounter in the advanced stages of aging. This will equip you to work through various scenarios with your clients and shock-test their financial plan. Kathleen Pritchard is a Managing Director and Head of Business Development at Legg Mason. She is responsible for developing and executing compelling value-added marketing and educational programs for Financial Advisors in the wirehouse, regional, independent, and bank channels. She is a National Spokesperson for Legg Mason representing the firm at industry conferences and events across the country.
The next session of the Financial Literacy Class will begin September 24th. If you are willing to teach on October 15th or December 3rd, please email FPAofUtah@yahoo.com. Click here to see the complete course schedule.
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