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7th Annual Financial Planners Day
Thursday, October 16, 2008
7:30 a.m. - 4:30 p.m.
Location: Dana Auditorium
More details available in August 2008! To receive a FPD brochure, email Center for Lifelong Learning.
Last year's FPD Agenda:
| FPD Agenda |
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| 7:30 - 8:15 |
Registration/Breakfast/Visit Vendors |
| 8:15 - 8:20 |
Welcoming Remarks
Joanne Zukowski, Queens University of Charlotte
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| 8:20 - 9:30 |
Legislative Update
Andrew Friedman, Covington & Burling LLP
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| 9:30 - 10:30 |
Estate and Wealth Transfer
John Oliver, Transamerica |
| 10:30 - 10:45 |
Break/Visit Vendors |
| 10:45 - 12:00 |
Executive Benefits & Tax Advantage Solutions
Steve Parrish, Principal Financial Group |
| 12:00 - 12:50 |
Lunch/Visit Vendors |
| 12:50 - 2:00 |
College Planning
Rick Darvis, College Funding, Inc. |
| 2:00 - 2:30 |
Dessert/Visit Vendors |
| 2:30 - 3:35 |
Economics and the Market
Jason Schenker, Wachovia |
| 3:35 - 4:35 |
Regional Growth and its Impact on Investors
Bob Morgan, Charlotte Chamber of Commerce |
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