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
    Venue website

    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 Oct. 31st and Enjoy Early Bird Pricing! 

    • 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”

    • Breakfast
    • Exhibit Hall Inside Auditorium
    • Lunch
    • Two Refreshment Breaks
    • Cocktail Party
    • Discounted Hotel Stay at the Hyatt Regency Coconut Point!

    • HBK Wealth Advisors
    • Ash Brokerage
    • Karpus Investment Management
    • Reverse Mortgage Funding LLC (RMF)
    • Southwest Florida Community Foundation
    • FGCU Foundation
    • Shell Point Retirement Community
    • Accounting Repair & Support - Richard T. Schwandt, CPA
    • YMCA Foundation

    Become a Sponsor HERE


    $250.00 Member Ticket
    $175.00 Earlybird rate before November 3

    $350.00 Guest Ticket
    $250.00 Earlybird rate before November 3

    $600.00 3 Tickets (member and/or nonmember)
    $375.00 Earlybird rate before October 31

    $800.00 4 Tickets (member and/or nonmember)
    $500.00 Earlybird rate before October 31

    $1,000.00 5 tickets (member and/or nonmember)
    $625.00 Earlybird rate before October 31


    November Symposium Agenda & Sponsor Information