January 29, 2010 - Bell Harbor International Conference Center, Seattle
The 2010 symposium focused on "Critical Times, Critical Conversations" for financial planning professionals.
Keynote Speaker: Lt. Col. (Ret.) Brian Birdwell a 9/11 Pentagon survivor shared his story of survival and courage with financial planning professionals. Mr. Birdwell conveyed the importance of having a competent financial planner during critical times.
Luncheon: Financial planners joined in networking exercises that continued with lively discussions, challenges, and successes of the financial planning profession.
Seminars: Carol Anderson & Amy Mullen, Connecting Money & Life-The Key to Creating an Effective Goal Setting Process; Michael Kitces, Safe Withdrawal Rates-Mechanics, Uses, and Caveats; Tracy Beckes, Essential Alignment - Reengineering Firm Success; David Fisher, Investing in the New Normal; Paul Guppy, Health Care Reform; Susan Galvan, Forging Resilient Client Relationships; Glenn Price, Estate Planning; Rich Stearns, Critical Conversations - Addressing Poverty in Critical Times.
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