Data Breaches Concern Financial Planners

Oct. 12, 2015 - PRLog -- UPPER MONTCLAIR, NJ (October 2015)- The Financial Planning Association of New Jersey's (FPANJ) Fall Conference will be held on Thursday, October 29 at the Renaissance Hilton Woodbridge in Iselin, NJ, and while the keynote speakers are top notch, breakout sessions will provide equally compelling topics.

Mark your schedule for the presentation on Cybersecurity, offered in the afternoon session (see below). As news of data breaches at retailers grab the headlines and cause consumers to rethink how they use their credit cards, Financial Planners are even more concerned about their client's portfolios falling prey to the same fate. This session will review the SEC's Cybersecurity Sweep findings, and will discuss the protective measures firms should be taking now to prevent or minimize the next data breach. Request your media credential by Friday October 23 to attend, and to meet with any of our guest speakers.

Main conference speakers begin at 8:15 a.m. Here are the highlights on the day:

Morning Session - Keynote Presentation, Michael Kitces, "Modern Portfolio Theory 2.0"

Also featured:

•  Innovation Investing
• Techniques for Business Owners Using Qualified Plans
• Master Limited Partnerships - What Are They and How Do They Fit Into A Portfolio
• What You Should Confirm When Constructing Portfolio Protection
• Social Security Planning
• RMD Distribution Planning - QLAC's and Beyond

1:15, Afternoon Session - Second Keynote Presentation by Michael Kitces, "Setting a Proper Asset Allocation Glidepath in Retirement"

Also featured:

• Know your Client by Knowing Yourself
• Engage Clients Through High Impact Events
• Your Retirement - Your Way: Succession planning concepts to preserve the value of your practice
• Real Assets - Adaptable Building Blocks for Strategic Investors
• Supporting and Working With Your Older Adult Clients: "Understanding Eldercare Services"
• Cybersecurity: How Regulation and Risk Mitigation are Reshaping Your Firm's Operations

4:15, Keynote Presentation Dr. Ian Mortimer, "Global Equity Income Investing"

MEDIA GUESTS: this is an excellent opportunity to talk with our speakers and develop relationships with experts in the field from your area. Last fall, the event drew more than 200 advisers from more than 100 cities throughout New Jersey and seven states. Media are welcome and receive free entry, but must request credentials by contacting FPANJ at MediaContact@fpanj.org. PLEASE NOTE: deadline is  Friday, October 23. If there is a specific speaker you want to interview, please let us know as well.

View a complete listing of speakers and bios here: http://c.ymcdn.com/sites/www.fpanj.org/resource/resmgr/15...

View a detailed schedule here: http://c.ymcdn.com/sites/www.fpanj.org/resource/resmgr/15...

View more details on topics here: http://c.ymcdn.com/sites/www.fpanj.org/resource/resmgr/151029Conference/102915_Conf_Topics.pdf

For other event details please  visit our website, fpanj.org

ABOUT FPA of New Jersey and FPA:

Financial Planning Association of New Jersey is part of The Financial Planning Association® (FPA®). FPA connects those who need, support and deliver professional financial planning. FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.

The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.OneFPA.org or call 800.322.4237.For more information about FPA of New Jersey, visit www.fpanj.org.