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2009 Full Day Symposium
FPA of the Triangle
7th Annual Educational Symposium
Monday, October 19, 2009
7:15 am - 4:45 pm
McKimmon Center
North Carolina State University
Raleigh
| Registration Fees* |
FPA Members |
Non-members |
| Registrations received by October 6 |
$125.00 |
$150.00 |
| Registrations received on or after October 6 |
$150.00 |
$175.00 |
| *The registration fees include breakfast and lunch. |
Schedule of Events
Time |
Speaker |
Presentation |
7:15 am - 8:00 am |
Breakfast and Registration |
8:00 am - 8:10 am |
Opening Remarks |
| 8:10 am - 9:50 am |
Dennis Stearns, CFP
President of Stearns Financial Services Group |
The Post-Great Recession Economy: New Normal Scenarios
2 CFP and 2 NC General Insurance CEUs to be awarded**
(NC Insurance CE Course #C03764, Sponsor #S16103, Course Rating: Advanced) |
9:50 am - 10:05 am |
Break and Exhibit Time |
10:05 am - 11:35 am |
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How to Read Your Client's Mind
1 CFP and 1 NC General Insurance CEU to be awarded*
(NC Insurance CE Course #C03493, Sponsor #S16103, Course Rating: Basic) |
11:35 am - 12:35 pm |
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12:35 pm - 1:25 pm |
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1:25 pm - 1:40 pm |
Break and Exhibit Time |
1:40 pm - 2:30 pm |
Jan Arps
Founder and President of Jan Arps' Traders' Toolbox
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2:30 pm - 2:45 pm |
Break and Exhibit Time |
2:45 pm - 3:35 pm |
Barry J. Grosman
Partner at Nxtstar Ventures and Executive Director at American Brokerage Centers
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3:35 pm - 3:50 pm |
Break and Exhibit Time |
3:50 pm - 4:40 pm |
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Active Asset Allocation
1 CFP and 1 NC General Insurance CEU to be awarded*
(NC Insurance CE Course #C03670, Sponsor #S16103, Course Rating: Basic) |
4:40 pm - 4:45 pm |
Closing Remarks |
schedule subject to change
*NC CPAs: The Financial Planning Association (FPA) of the Triangle believes this meeting should qualify for 1 hour of CPE for NC CPA’s. However, FPA is not a registered Continuing Professional Education (CPE) sponsor with the NC State Board of CPA Examiners. CPAs may claim credit for courses offered by sponsors not registered with the Board. However, each CPA must exercise judgment in selecting courses and claiming credit for only those courses that contribute to the CPA’s professional competence and meet the standards found in 21 NCAC 08G .0400.
**NC CPAs: The Financial Planning Association (FPA) of the Triangle believes this meeting should qualify for 2 hours of CPE for NC CPA’s. However, FPA is not a registered Continuing Professional Education (CPE) sponsor with the NC State Board of CPA Examiners. CPAs may claim credit for courses offered by sponsors not registered with the Board. However, each CPA must exercise judgment in selecting courses and claiming credit for only those courses that contribute to the CPA’s professional competence and meet the standards found in 21 NCAC 08G .0400.
Special Thank You to our Corporate Sponsors:
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