Meeting Presentations

2012 FPA Symposium Presentations

Here are the presentations from the 2012 Utah FPA Symposium
Click the link to view.

Impact of Market Valuation on Safe Withdrawal Rates - Michael Kitces

Evaluating Existing Deferred Annuities - Michael Kitces

The Kitces Report, May 2008 - Michael Kitces

Asset Allocation in a Low Yield Environment - Mark Siddoway

5,120,000 Reasons to Utilize the Current Gift Tax Exemption - Douglas Fadel

Goal-Driven Investing - Mike Wolff

Ways to Fund Higher Education - Lynne Ward & Stephen Rogers

Tax Free Yields and Capital Preservation in a Volatile World - Thomas Dalpiaz

Retirement Plans: Prospecting Using the New DOL Rules - Jeffrey Zobell

The Latest Ternds in Long Term Care - Julie Gelbwaks Gewirtz

Business Exit Planning for Owners of Private Companies - Matthew Weiss

Crucial Conversations - Financial Planning with the End in Mind - Roslyn Reynolds
(This one takes longer to load, be patient)

Currently we don't have the the presentation for "An Introduction to Using Social Media in Your Practice" by Bart Daniel.  We will post it when it is available.


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