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May 2, 2008 FPA MA Annual Conference
Location: World Trade Center, Boston
Schedule
7:00 to 8:00 am Registration & Breakfast with Partners/Exhibitors
8-9:45 am Keynote Kick off: Dr. Kevin Elko "Nerves of Steel"
Dr. Elko teaches you how to be mentally tough when times call for it, and how to stay focused on the things that are truly important.
9:45 – 10:35 am Samuel Wardwell, CFA, Senior Vice President Director of Investment Communications Pioneer Investment Management Inc., “U.S Economic & Market Outlook”
Fear and worry continues to dominate market sentiment, with greed and exuberance notably scarce. Recession talk is a staple of the daily news, there’s a drumbeat of negative news about the deflating real estate bubble, and fixed income markets continue to malfunction. Where do we stand two months into 2008 and what’s the outlook?
10:35 to 10:55 am Break with Partners/Exhibitors
10:55 to 11:45 am Breakout Sessions
Harry Margolis- Founder of ElderLaw Services – our local expert will discuss “Asset Protection for Seniors”
Megan Sillito, “The Genius Factor”
Expand your time and profits, by doing only the work you really love. She will share with you proven techniques to increase your productivity impact. The Genius Factor is a step-by-step process that supports you in using your strengths to maximize your workflow and increase profits.
11:45 to 11:55 am Break with Partners/Exhibitors
11:55 am to 12:45 pm Breakout Sessions
Bret Benham, Chairman, President and CEO TIAA-CREF Life Insurance Company: "Living Benefits & Annuities"
Carol Anderson, President & CEO of Money Quotient: “’No Rules’ Retirement: The Boomer's Search for Meaning & Purpose”
Research indicates that 80% of Baby Boomers plan to work in their retirement years. Instead of “not working,” they define retirement as the time when they will be emancipated and free to pursue whatever kind of work (paid or unpaid) they find most meaningful. This program will address this major shift in retirement lifestyle expectations and how financial planners can facilitate meaningful dialog about the role of “work” in developing individualized life and retirement planning strategies.
12:45 to 1:25 pm Lunch
Lauren Schadle, CAE Associate Executive Director - FPA National will discuss current Co-Creating our Future, Aspirations and Agreements.
1:25 to 1:45 pm Dessert with Partners/Exhibitors
1:45 to 2:35 pm Breakout Sessions
“Index Revolution: Past & Current”
Practice Management
2:35 to 2:55 pm Break with Partners/Exhibitors
2:55 to 3:45 pm C. Bruce Johnstone, CFA,Managing Director and Senior Marketing Investment Strategist, Fidelity Investments will discuss “ International Markets and Global Economics”
3:45 to 4:45 pm Closing Keynote Address Reverend Peter J. Gomes: “The Good Life Part II: Truths that Last in a Time of Need”
Profiled by Robert Boynton in The New Yorker, and interviewed by Morley Safer on 60 Minutes, The Reverend Professor Gomes was included in the summer 1999 premiere issue of Talk magazine as part of its feature article, 'The Best Talkers in America: Fifty Big Mouths We Hope Will Never Shut Up.'
4:45 to 5:45 pm Reception with Partners/Exhibitors | 
