November 10, 2017 RETIREMENT RETHINK Symposium

    November 10, 2017
    7:45 AM - 6:30 PM
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    Hyatt Regency Coconut Point
    5001 Coconut Road
    Bonita Springs, FL 34134
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    NOVEMBER SYMPOSIUM
    November 10, 2017
    Hyatt Regency Coconut Point

    Attend this one-day educational event in beautiful Southwest Florida and enjoy high-quality presentations about recent developments in the financial services field from regional and national experts.

    The November Symposium is thoughtfully designed to equip attendees with new information, practical advice and relevant skills necessary to stay competitive in a regionally thriving financial services industry. * Continuing Education Credits TBA.

    Purchase Tickets Before Sept. 1st and Enjoy Early Bird Pricing!
    CLICK HERE to Become a Symposium Sponsor

     

     SPEAKERS:
    • Robert Mauterstock, “7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity”
    • Annalee Kruger, “Helping Clients Budget for Elder Care Costs”
    • Ed Wollman, “Succession Planning”
    • Josh Davis, “Preparing to Win and Performing Under Pressure”
    • Bob Veres, “The New Profession”
    • Panel Presentation
    • Debbie Peterson, “The Mindset of Successful Retirement”

    ADDITIONAL SYMPOSIUM FEATURES:
    • Breakfast
    • Exhibit Hall Inside Auditorium
    • Lunch
    • Two Refreshment Breaks
    • Cocktail Party
    • Discounted Hotel Stay

    SPONSORS:
    • HBK Wealth Advisors
    • Ash Brokerage
    • Karpus Investment Management
    • Reverse Mortgage Funding LLC (RMF)
    • Southwest Florida Community Foundation
    • FGCU Foundation

    Become a Sponsor HERE

    Tickets

    $250.00 Member Ticket
    $175.00 Earlybird rate before September 30

    $350.00 Guest Ticket
    $250.00 Earlybird rate before September 30

    $600.00 3 Tickets (member and/or nonmember)
    $375.00 Earlybird rate before September 30

    $800.00 4 Tickets (member and/or nonmember)
    $500.00 Earlybird rate before September 30

    Documents

    November Symposium Agenda & Sponsor Information