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Symposium
Thursday, November 5
7:30 am – 5:00 pm
Applying for 8 hours of CE
Join the FPA of North Alabama for our 8th annual continuing education symposium.
Topics include the following:
-Bryan Adams of Premier Planning in Dallas, will discuss the use of Funeral Trusts as
an alternative to prepaid burial plans.
-Norman Boone, founder of Mosaic Financial Partners in San Francisco, will discuss
how to incorporate investment policy statements in your practice.
-Sheryl Rowling, partner of Rowling Dold and Associates, and CEO of Total Rebalance Expert
will discuss changes in portfolio rebalancing strategies in this financial environment.
-Ben Walker, Dimensional Fund Advisors, will talk about the use of investment
pornography in the financial services industry and redefining investment advice.
-Greg Powell, founder of fiSmart in Birmingham, will discuss the impending
dominance of the independent advisor.
-And of course, we will have the 2 hour ethics course for your CFP® certification
Symposium Registration
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Symposium Exhibitor Registration Form
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