Register today. Early Bird Registration Ends April 1st. Register Here
Babson Executive Conference Center: Wellesley
Thursday, May 5th
2:00-4:00 pm Ethics Session with Dan Candura (2 CE’s) (additional fee of $50 for members, $75 for non)
5:00-7:00 pm Cinco De Mayo Reception with special guest economist Jodi Beggs (1 CE)
Thursday evening is Cinco de Mayo and BMO Global is hosting the festivities!
Friday, May 6 Wicked Good Talks
7:30 to 5:30 pm
Global Economic Outlook: 2016 & Beyond with Jeffrey Kleintop, Chief Global Investment Strategist Charles Schwab
Beyond Compliance – Taking the Fiduciary High Ground with Blaine F. Aikin, AIFA®, CFA, CFP® Executive Chairman, fi360
5 Unstoppable Trends you must Embrace with Steve Sanduski
National Economic Conditions and Recent Monetary Policy Actions with Boston Federal Reserve
Panel discussion on Robo Planning to include Betterment & Vanare the industry disrupter, Betterment is changing the investment management landscape. Now, Betterment for Business has launched a revolutionary 401(k) that personalized investment for all participants. Using smarter technology to give plan sponsors and participants a better experience and a more intuitive interface and mobile access. Be apart of the conversation that has advisors re-thinking their business models.
Plus amazing breakout sessions:
How to determine what makes you uniquely remarkable
Estate Planning and Taxes
10 things you need to know about tomorrow today
The New Longevity- Financial planning for clients affected by Alzheimer’s
Insurance track for up to 2 Mass Insurance CE’s! Up to 9 CFP Ceu’s being applied for.
Overnight Accommodations at Babson:
Reservation Line: (781) 239-5816. Rate $199 per night
The block of rooms will be under Financial Planning Association of New England.
Don’t miss out on Early Bird Pricing available through April 1st!