FPA Philadelphia Event - Fall Retreat/Ethics/Golf Outing

Please join us at our Annual Fall Retreat/Ethics & Golf Outing being held at a brand new location....Normandy Farm Hotel & Conference Center and Blue Bell Country Club in Blue Bell, PA.

Agenda:

7:15-8:00 a.m. - Registration/Breakfast/Sponsor Visitation

8:00-8:15 a.m. - Welcome/Announcements

8:15-9:30 a.m. - Keynote - "Becoming a Rainmaker" (Practice Management - No CE Credit)
- presented by Matt Oechsli (The Oechsli Institute - www.oechsli.com)

Want more affluent clients? Your choice is clear - mirror the marketing activities and sales skills of today's Rainmakers. The Oechsli Institute has uncovered specific marketing habits and repeatable processes that top advisors across the nation use to build thriving businesses. You will learn how to:

Create win-win partnerships with other professionals
Turn your affluent clients into "connectors" for your business
Socially prospect without coming across salesy
Learn 5 affluent-tested introduction scripts
Uncover connections (source names) in every conversation
Host intimate events that attract prospects and generate buzz
Create a positioning statement that positions you properly

Presenter Matt Oechsli founded the Oechsli Institute in 1978, which specializes in helping financial advisors to better attract, service and develop loyal affluent clients. Their training programs have been embraced by the biggest players in the finaancial services industry and beyond. So much so, the Oechsli Institute does ongoing work for nearly every financial services firm in the U.S.

9:30-10:00 a.m. - Sponsor Visitation

10:00 a.m. - Noon - "Ethics 2014" (Two CFP CE Credits approved, Two PA State Insurance CE Credits approved)
- presented by Joel Weiner, President, Professional Training Services

Back after a couple of years absence, Joel Weiner, the creator of 'Ethics Man', is back with a fully updated Ethics program reflecting the most recent revisions and perspectives of the CFP Board of Standards. Delivering in his humorous and entertaining style, Joel actually makes fulfilling the 2 hour ethics requirement fun!

This program defines the elements of the Fiduciary standard as well as indentifies when the fiduciary standard applies. It continues on with a discussion of the material elements of financial planning services and identification of the criteria used to determine if a CFP professional is providing financial planning services. Aslo included is an explanationof the CFP Board's compensation disclosure requirements to clients and prospective clients as well as a discussion regarding the communications of potential conflicts of interest at the initiation of a client engagement.

If you do not need Ethics CE Credits then you may attend the following two sessions:

10:00-11:00 a.m. - "Investing in Global Equities: Smart Beta=Dumb Alpha" (One CFP CE Credit approved, One PA Ins. CE Credit pending)
- presented by Stephen Kwa, Senior Client Portfolio Manager, Schroders Investment Management

The cap-weighted index fund is facing intense competition from so called new "smart beta" alternatives. What is "smart beta" and why is it becoming so popular with investors? Understand the key drivers of return and issues when considering "smart beta" for your clients' portfolios.

11:00 a.m. - Noon - (Practice Management - No CE Credit)
- presentation by Peg Calvario (www.pegcalvario.com)

Calling All Planners and Financial Advisors: Can You Answer this Question?
Do you know WHERE your business is going, WHEN you want it to be there, HOW you'll get there, and WHAT you need to do TODAY to get there?

If you're like many practitioners, you would love to know the answer to that question. You don't want to miss this session because you'll learn:

How the Tyranny of the Urgent keeps the Priority of the Important from getting done
How to develop and execute a two page Strategic Plan that will guide your every decision
How to move from Survival to Success to Significance
Get off the treadmill and develop a business that will make you money for as long as you want

Peg Calvario worked 25+ years in the fitness industry and co-founded the Pottstown Health Club handling the club's marketing and sales performance, which grew to over $1 million in annual sales. After her daughter was diagnosed with a terminal illness in 2003, Peg was forced to rethink the goals with her business and personal life. Peg's approach is practical and applicable, helping you align yourself physically, mentally, emotionally, and spiritually to your core values and vision to be an effective leader in both your work and personal lives.

Noon - Buffet Lunch for all

1:00 p.m. - Shotgun Start for Golfers

1:00-2:30 p.m. - Group Golf & Tennis Lessons

1:00 p.m. - Open Courts for tennis play