2019 Annual Symposium

Registration Fees:

FPA Member $275 | Nonmember $400 - UNTIL AUGUST 15

FPA Member $300 | Nonmember $425 - AFTER AUGUST 15

Continuing Education:

Attendees can estimate eight (8) hours of CFP and five (5) hours of insurance continuing education at the 2019 Symposium.  Final numbers will be posted here as soon as we have official approval.

CPA and CIMA is self-reporting.  We will provide a certificate of attendance for attendees who wish to apply for those designations.

Hotel Accommodations

A special rate of $169/night has been negotiated for our attendees for September 25 & 26. at the Charlotte Marriott SouthPark.

The deadline to reserve your discounted room is September 5th.

Agenda Overview

7:00am | Check In and Breakfast
8:00 am | Welcome and Announcements
8:10am | Economic Update: Kristina Hooper, Invesco
9:20am | Cyber Security: Andrew Besmer, Winthrop University
10:30am | Elder Care: Stratford Kiger and Panel
11:40am | Tax Update: Sandi Thorman, Greer-Walker
12:30pm | Lunch
1:30pm | Best Practices for Retirement Income Planning: Dr. Wade Pfau
2:40pm | Sustainable Spending in Retirement: Dr. Wade Phau
3:45pm | Fixed Income: Eddy Vataru, Osterweis
4:45pm | Mis-behavioral Finance: Izabella Goldeberg, Goldman Sacs
5:35pm | Adjourn


Meet the Symposium Committee

Jon Shumate, Director
Brandon Davis
Michael Means
Thornton Withers
Laura O'Dea
Jacqui Friedrich
Stratford Kiger
Andy Wood


Are you interested in being on the committee to plan the 2020 Symposium?  Email us!