2009 Financial Planning Symposium
The following are the handouts that we received from our presenters.
| Morning Keynote Speaker | Afternoon Keynote Speaker |
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Tim Hayes, CMT, Session: |
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Dan Fuss Session: Bond Market Outlook
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Breakout Session 1
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Somnath Basu, PhD Session: Insuring the Investment Portfolio and Derivative Based Techniques such as Collars and Spreads |
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Adam Brown Session: Insurance Companies: How Stable are They?
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Axel Merk Session: Currencies: What's Next for the Economy and the Dollar? (61.1 MB) |
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Elizabeth Jetton, CFP® Session: |
Breakout Session 2
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Gabe Reilly & Tom Reilly, CFP®, CFA Session: Adding Value with Roth Conversions (74.3 MB) |
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Mike Moody, CMT Session: Building a Global Assest Allocation Model - Alternatives to Modern Portfolio Theory (30.2 MB) |
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James Evans, J.D. |
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Elizabeth Jetton, CFP® Session: Anatomy of a Great Client Meeting and the Annual Renewal Meeting |
Breakout Session 3
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Adam Schor, CFA Session: |
Gerald Rome, JD on behalf of Fred Joseph | Gerald Rome, JD Session: What's New in Regulation and Will it Work? - Alternatives to Modern Portfolio Theory |
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Somnath Basu, PhD Behavioral Finance Knowledge in the Design of Retirment Plans |
Case Study | Jim Pasztor, CFP® |
Breakout Session 4
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Linda Duessel, CFA, CFP® Session: |
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David Williams, MD Session: Health Insurances Issues |
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William Rooney, CPA |
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Brigid O'Connor Session:
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