May 7: Wicked Good Talks: Fourpoints Norwood

Wicked Good Talks™  May 7, 2018

Investment advisers face an evolving landscape of challenges in pursuit of the limitless opportunities in growing their business. Rising to those challenges, the FPA of MA brings you a “one-of-a-kind” symposium, Wicked Good Talks™.

Wicked Good Talks™ is designed by a team that laughs at the usual lecture-based conferences. Instead, our goal is to create an incomparable forum for advisers to engage and interact among industry leaders, while at the same time developing a sound strategy to grow their practice(s).

Wicked Good Talks™ is one of the few “elite conferences” in the industry, it features general sessions and interactive workshops that run morning ‘til night. The agenda is stacked with well-orchestrated extracurricular events that provide for unmatched opportunities to ‘continue the conversation’ among advisers, speakers and the industry’s top service providers.

Agenda

6:30 to 7:30 am Exhibitor Set up

6:30 – 9:00 am                    Registration/Breakfast

7:00 – 9:00 am                    CFP Ethics Bonnie Kirchner

9:15 – 9:30 am                    Welcome & Opening Remarks

9:30 – 10:20 am                  Key Note: Personal Liability Risk of Children: Honorable Shelley Richmond Joseph

10:20 – 10:35 am                AM Break

10:35 – 11:35 am                FPA Town Hall Meeting with Frank Pare/Lauren Schadle

11:35 – 11:50 am                 AM Break

11:50 – 12:40 pm               Key Note: Portfolio Construction with Amy Hubble, CFA, CFP®

12:40 – 1:40 pm                  Lunch

1:40 – 2:30 pm                    Rethinking Financial Advice as Behavioral Coaching with Dr. Sin

2:30 – 2:45 pm                    PM Break

2:45 – 3:35 pm                    Breakout Session 1: Restricted Stock & Trends in Equity Compensation & What Advisors Need to Know about the Fastest-Growing Forms of Equity                                                                         Compensation with Bruce Brumberg

Session 2:  Property and Casualty Insurance with Dennis McCurdy

3:35 – 3:50 pm                    PM Break

3:50 – 4:40 pm                    Breakout Session 1: Selling Your Practice: A Step-By-Step Process to Find Your Ideal Buyer Emily M Chiang, CFP ®, MBA

Breakout Session 2 Special Needs Planning with John Nadworny and Cynthia Haddad

4:40 – 5:40 pm                    Networking Reception

 

Registration is open here. Up to 7 CFP CE’s pending approval.

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