Annual Fall Retreat/Ethics/Golf Outing
September 19, 2016
Please join us for the Annual Fall Retreat featuring keynote speaker Mike Byrnes, national speaker and writer followed by former Pulitzer Prize nominee and Cook County prosecutor Andy Knott, who will present a rigorous yet humorous exploration of the post Dodd-Frank financial services landscape as it relates to Certified Financial Planners and covers the 2 hour ethics requirement. Those choosing not to attend the two hour Ethics CE will be offered two additional break-out sessions that will also offer CE credits!
Agenda
7:30-8:30 a.m. - Registration/Networking/Breakfast
8:30-9:45 a.m. - Keynote Speaker Mike Byrnes (No CE approved for this presentation)
5 Ways to Grow Your Firm
Come see Mike Byrnes, national speaker, writer and President of Byrnes Consulting, discuss how to take your organization's growth to the next level. He is a recognized thought leader on practice management topics and has been published 300 times throughout the industry. His expertise is in business planning, marketing strategy, business development, client service and management effectiveness, along with several other areas. He specializes in helping businesses grow by utilizing the right mix of PR, social media, websites, sales, events, advertising, direct mail, emails, marketing collateral and research.
9:40-10:00 a.m. - Break with Sponsors
10:00 a.m. - Noon - Andy Knott, former Pulitzer Prize nominee and Cook County prosecutor who currently serves as a Portfolio Manager for Wintrust Wealth Management (2 Hours CFP® CE & 2 Hours PA Ins. CE approved)
ETHICS
Current conversations about the regulatory battles in the financial services industry often revolve around whose ox deserves to be gored. As the fiduciary standard fight drones on, join us for a rigorous yet humorous exploration of the post Dodd-Frank financial services landscape as it relates to Certified Financial Planners and their ethics.Besides covering the five key learning objectives mandated by the CFP® Board, the session will shine a light on some frustrating half-truths in the financial industry.
Topics to be discussed:
- CFP® Board Learning Objectives
- Elder financial abuse and the annuity business
- The new "weaponization: of regulation
- Alzheimer's meets the Baby Boomers
- Who is Glenn Neasham and could he cut it as a CFP®?
OR you may choose to attend:
10:00-11:00 a.m. - Professor Victor Ricciardi, Assistant Professor of Financial Management at Goucher College and co-editor of InvestorBehavior: The Psychology of Financial Planning and Investing (1 hour of CFP CE & 1 hour of PA Ins. CE approved)
The Psychology of Risk: The Behavioral Finance Perspective
Professor Ricciardi will discuss behavioral finance, the psychology behind risk-taking, what makes individuals feel the way they do when making financial judgments, and how understanding our cognitive (mental) and affective (emotional) issues makes us better decision makers.
11:00a.m. - Noon - David M. Lebovitz, Global Market Strategist, J.P. Morgan Funds (1 hour of CFP CE & 1 hour of PA Ins. CE approved)
Guide to the Markets
David will share thoughts on the current economic landscape and the outlook for the rest of 2016, discuss key drivers and trends taking place in the markets and answer your most pressing questions.
Noon-1:00 p.m. - A buffet lunch will be served on the patio (weather permitting)
1:00 p.m. - Shotgun Start for Golf followed by a cocktail reception and golf prizes
Please click on the button below to register.