Annual Symposium


2014 FPA of North Alabama Symposium

Mark your calendars for the Annual Symposium

Thursday, May 8, 2014 from 8:00am to 4:30pm at the 
Harbert Center in Birmingham, AL

Location: The Harbert Center - 2019 4th Avenue North, Birmingham, AL 35203.

 

Guests will include:

  • Ken Zahn, renowned CFP review instructor, will present a financial planning case focused on asset protection, and will also present our annual Ethics course.
  • Lesley McClure, of the Birmingham Federal Reserve, will present an economic update.
  • Suzette Rothberg, of American Funds.
  • Scott Steele of PIMCO, will present "Putting Markets In Perspective".
  • Michael Darling, of Lord Abbett, will present "The Informed Fiduciary - Fiduciary Responsibilities in the 401(k) Plan Market".

 

More speakers to come.

Attendees will have opportunity to earn at least 7 hours of CFP and CPE CE credits.  
(Applied for CE's)

Member cost*: $100.00 Register and Pay by April 4th for Early Bird Rate of $80.00!

Non-Member cost*: $125.00 Register and Pay by April 4th for Early Bird Rate of $100.00!

 

Registration is a two step process. Complete the registration form then send payment.

Send payment to:

FPA of North Alabama, PO Box 26607, Birmingham, AL 35260

Or pay online .

*Cost includes breakfast, lunch and parking.

 

Contact Kyle Whittington if you have any questions at 205-967-4200.

 

Contact Kyle Whittington for more information.

 

 

Schedule

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