Annual Symposium

    October 22, 2019
    8:00 AM - 6:00 PM
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    Sheraton West Des Moines Hotel
    1800 50th St.
    West Des Moines, IA 50266
    Venue website
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    2019 FPA of Iowa Annual Symposium:

    We have a spectacular lineup of Keynote speakers, including Michael Kitces, Skip Schweiss and Dan Allison! You will not want to miss it! 

    The Financial Planning Association of Iowa’s Annual Symposium is on Tuesday, October 22, 2019 the Sheraton West Des Moines Hotel in West Des Moines, Iowa. The FPA Symposium is an all-day educational event intended to help financial professionals stay up to date on the various issues that arise while helping the public. The event includes 8 CFP and 6 IA Insurance hours of continuing education credits, including 3 hours of ethics. The continuing education credits have been approved for professionals holding an Iowa Insurance license and/or with the CFP® designation. The Symposium is open to the public. Individuals attending will receive breakfast, lunch, snacks and networking time with other professionals and sponsors of the event.

    To read detailed descriptions of the courses, please click here.

    Schedule of the Day

    7:00- 8:00a 
    Registration and Breakfast        
      
    8:00-8:50a 
    General Session: Skip Schweiss – “Update on the Government Policy Landscape
    Sponsored by TD Ameritrade

    1 CFP & 1 IA Insurance CE Credit 

    9:00-9:50a 
    General Session:  Michael Kitces – “The Future of Financial Planning in the Digital Age
    1 CFP CE Credit (no IA Insurance CE)

    9:50 - 10:15a  -  Break
       


    10:15 - 11:05a 
    Breakout 3: Josh Reesman - “Sectors: How to do More for the Core
    PLATINUM Sponsor State Street Global Advisors

    1 CFP & 1 IA Insurance CE Credit 


    Breakout 4: Ross McGoodwin - “The Power of Commission-free guaranteed income"
    Sponsored by DPL
    1 CFP & 1 IA Insurance CE Credit 

    11:15 - 12:00p 
    General Session: Dan Allison – “A Professional Approach to Earning Referrals”    
    Sponsored by Brokers Clearing House

    1 CFP CE Credit (no IA Insurance CE)      

    12:00 - 12:30p  -  Lunch
      
    Presentation of Member Recognition Gifts  


    12:30 - 1:20p 
    General Session: Michael Kitces - "Tax Planning Developments & Opportunities Under TCJA"     
    1 CFP & 1 IA Insurance CE Credit         

    1:30 - 2:20p 
    CFP Ethics Hour 1:  Dennis Markway
    1 CFP & 1 IA Insurance CE Credit 

    Breakout Session: Dave Muth, Peoples Company
    "Farmland Investing Trends and Opportunities"
    Sponsored by Lincoln Savings Bank

    1 CFP & 1 IA Insurance CE Credit 

    2:30 - 3:20p 
    CFP Ethics Hour 2: Dennis Markway 
    1 CFP & 1 IA Insurance CE Credit 

    Breakout Session: Jordan Richardson, Community Foundation of Greater Des Moines
    "Case Studies for Charitable Giving with Non-Cash Gifts"
    1 CFP & 1 IA Insurance CE Credit 

    3:30 - 4:20p 
    Insurance Ethics
    1 CFP & 1 IA Insurance CE Credit 

    Breakout Session: Breanna Young, Davis Law Firm
    "Estate Planning Gone Wrong - case studies in estate planning and finding remedies"
    1 CFP & 1 IA Insurance CE Credit 

    4:30p 
    Cocktail Reception   

     

    Tickets

    $125.00 FPA Member

    $150.00 Non-Member Registration

    $0.00 Sponsorship Item