Events
January 27th, 2012
2012 Winter Educational Symposium
Wealth Management for Affluent Seniors Sophisticated strategies for financial professionals to help address the complex legal, financial, housing and health needs of affluent clients as they age.
January 12th, 2012
2012 Winter Educational Symposium - Wealth Management for Affluent Seniors
Sophisticated strategies for financial professionals to help address the complex legal, financial, housing and health needs of affluent clients as they age.
October 18th, 2011
Garrett Planning Network is an international network of more than 300 independent financial advisors. Our goal is to make competent, objective financial advice accessible through Fee-Only, hourly, as-needed financial planning.
Each year the Garrett Planning Network hosts its annual conference for all Garrett advisors. The event is focused on “Sharing the Wisdom” through best practices panel discussions, practice management sessions, keynote presentations, networking events and outstanding event sponsors! Click here to view the agenda.
Please contact Justin Nichols with any questions:
October 13th, 2011
Connecting You With Your Clients and Colleagues
This highly anticipated event will offer a rich schedule of sessions on investments, estate planning, and taxes, but the difference between this conference and others are the educational opportunities on communication and effective networking.
Save $100 Through October 16th with our Early Bird Rates: Members $595 / Non-Members $795
For any questions or concerns regarding Exhibiting, please call Ric Haines at (732) 920-4236. Exhibitor Set Up: Tuesday, November 15th 2:00 pm - 6:30 pm Exhibitor Tear Down: Thursday, November 17th 4:30 pm - 8:30 pm Please check back for shipping information. For questions regarding the conference program, please contact Jane Hagen at hagenj@napfa.org or call 847-483-5177.
October 13th, 2011
Now or Never—2011: The Year Baby Boomers Turn 65
Are you ready for the boom? The first wave of baby boomers will reach retirement age this year at the same time that the nation is crawling out from one of the biggest financial meltdowns. Advisors continued to struggle with retirement income issues; that is, how to create predictable and sustainable streams of retirement income for their clients. Are you prepared to best serve this new generation of retirees?
Retirement Income Symposium is geared to provide practical, innovative solutions to these challenges and provide advisors clear, actionable strategies that they can utilize to address their clients’ needs.
