August Joint EPCNGA/FSP Atlanta Symposium

  • 08/22/2013
  • 7:00 AM - 4:30 PM
  • Villa Christina


Joint EPCNGA/FSP Atlanta Full-Day Educational Symposium


Sorry, online registration is now closed.  Please call (770) 516-0207 for assistance.

Gather with financial professionals from a variety of disciplines for a full day of continuing education, camaraderie and networking - expanded again this year to include members of the Atlanta Chapter of the Society of Financial Service Professionals (FSP) for even more networking and educational opportunities!

Members $125 by 8/15/13, $155 after
Non-members $155

Thursday, August 22, 2013
7:00 am - 4:30 pm
Up to 7 hrs. CE (GA Ins., CFP, CLE, CPE, PACE) applied for
including 3 hours GA Insurance ethics

Villa Christina
4000 Summit Boulevard
Atlanta, GA  30319

7:00-7:45am    Registration, breakfast
7:45-8:00am    Welcome, announcements
8:00-9:00am    Legislative Update: Brendan Gleason,
   Dir. Political Advocacy, AALU (1 hr. GA Insur. ethics)
9:00-10:00am  ATRA 2012: What Should Clients Do
Richard Morgan, Morgan & DiSalvo
10:15-11:15am  What You & Your Clients Should Know
   About Medicare
: Bert Hene, Hene Health Brokerage
11:15-12:30pm  Lunch
12:30-2:30pm    Break-out sessions
   Track A - Developments in GA Case Law:Mary Radford,
      GSU and The Tax Side of Retirement Planning: Greg
      Freeman, Strategic Stewardship  OR
   Track B - Life/LTC Combos & Update: Tom Hebrank,
      Advanced Planning Solutions, FPA Past Presid. and
      Using Executive Retirement Plans in Business Exit
: Patrick Callahan, Northwestern Mutual
2:45-4:30pm  Social Security for Financial Services
:  Desmond Thornton, Social Security
   Administration (2 hrs. GA Insur. ethics)
(exact times subject to change)
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