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.
New Guidelines on Social Media for Financial Planners AND Estate Planning UpdateDaniel Hill, Attorney··
The National EconomyKent Misener, CFA CEO and Chief Investment Officer at Crossroads Investment Advisors, Deseret Mutual
50 Ways to Lose Your License! Compliance and Regulation TopicsKeith Woodwell, Director Utah Division of Securities
The National Dept and its Impacts on Investments, Interest Rates and the EconomyDr. Christine Botosan Associate Dean of Graduate Affairs David Eccles School of Business, University of Utah
Members: $85.00 earlybird; $110.00 after August 31stNon-FPA Members: $135.00 earlybird; $160.00 after August 31st
7:30 am - Registration, Breakfast, Announcements8:00 am - Presentations
Free to FPA Members$50.00 for Non-FPA Friends
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