FSP Forum 2008 Starts with Motivation, Ends with
Education
Newtown Square, PA - FSP Forum 2008, hosted
by the Society of Financial Service Professionals (FSP) October 31-November
2 in Las Vegas, will be book-ended by two exciting general sessions: a motivational
presentation from a leading national speaker and an expert panel discussion
on succession planning for a family business.
The opening general session
features Mike Schlappi, who has succeeded as an Olympic athlete, entrepreneur,
author and father despite a tragic accident that has confined him to a wheelchair
since the age of 14. His thought-provoking
keynote presentation, “If You Can’t Stand Up, Stand Out,” challenges
individuals to take responsibility and be empowered despite the obstacles
life places in the way.
With a nod to The Godfather, a panel discussion
entitled “It’s
Not Personal Sonny, Its Strictly Business” features a family in transition
as the patriarch looks to retire from the business. Is there enough
value in the company to fund 20-30 years of retirement? What are the
estate tax implications? Are the kids on board with dad’s succession
plans? Moderator Richard Weber, MBA, CLU, will guide a dramatic
demonstration of the value of a team approach to succession planning featuring
four expert panelists; Robert Alexander, JD, LLM, AEP, EPLS; Sam Torolopoulos,
CPA-ABV, ASA; Dennis Axman, CLU, ChFC, AEP, CFP; and Margaret May
Damen, CFP, CLU, ChFC, CDFA.
The FSP Forum is a premier educational and networking
event featuring advanced, practice-oriented instruction by world-class speakers
on a broad range of financial topics; an outstanding motivational presentation;
a state-of-the-art Professional Resource Center and numerous opportunities
for social interactions with the best and the brightest in the financial
services profession.
Thirty-six educational sessions will be presented
at FSP Forum 2008, offering up to 12 hours of CE for insurance, CFPs, CPAs
and attorneys. All Forum educational sessions are recorded and will be
available to attendees for twelve months following the event. Handouts for
most sessions will be available via free on-site wi-fi connections so attendees
can make their notes directly in the handout files using their own laptop
computers.
The FSP Forum 2008 will be headquartered at the JW Marriott
Las Vegas Resort & Spa.
Along with the educational and professional offerings, Forum attendees can
enjoy a variety of networking and recreational opportunities. For information
and registration, call 1-800-392-6900 or visit www.fspforum.com.
Founded in 1928, the Society of Financial Service Professionals is the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisers. The Society has approximately 17,000 members, each of whom holds one or more of the following recognized financial service credentials: CASL®, CEBS®, CFA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CTFA, EA, JD, MSFS, MSM, REBC®, RHU®, Graduate Degrees in Financial Services. Active in 170 Chapters nationwide, Society members assist the public in their efforts to achieve personal and business-related financial goals. Consumers can obtain free financial information or find a Society member in their community by calling the Society's toll-free National Consumer Referral Service at 1-888-243-2258 or visiting www.financialpro.org.
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