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Financial Service Forum 2009 ()
October 25, 2009 - October 28, 2009
45 Sessions, 57 Speakers
The FSP Forum is the premier educational meeting for the financial services profession. It focuses on continuing education, with a strong emphasis on advanced, practice-oriented instruction by world class speakers and provides CE credits for the credentials accepted for Society membership.

Two general sessions will be featured, one to open and one to close the conference. Both designed to offer the best in Continuing Education. The opening CE General Session will focus on Legislative issues, what’s hot and what’s not under the current legislative environment. Included will also be a session on Ethical practices in Financial Planning.

The closing CE General Session will focus on one of the most important topics of the day, Annuities in Retirement. Both General Sessions will feature the very best experts on their respective topics.

New This Year: A Company Option!
Companies can now rent any of these online education sessions for one year, unlimited use, on their internal website or home page. For additional information on this option contact Tony Smith at the Society at (610) 526-2533 or tsmith@financialpro.org.
 
Entire Conference
45 Sessions
 
Business & Compensation Planning
8 Sessions
 
Employee Benefits
4 Sessions
 
Estate Planning
12 Sessions
 
Financial Planning
13 Sessions
 
Investment Management
8 Sessions
 
Leadership & Management
3 Sessions
 
Qualified Plans
5 Sessions
 
Retirement Counseling
9 Sessions
 
Risk Management
4 Sessions
 
 

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General Session: You Can't Build the Eiffel Tower with Tinker Toys: Using Annuities to Help Boomers Plan Their Future
Case Study: The "Where's Waldo?" of Retirement Planning
Being a Fiduciary in Turbulent Times: Recognizing the Roadblocks and Making the Right Turns
Taxing Problems, Charitable Solutions: The Basics: Advanced, and Over the Edge
Planning for a Roth Legacy