MEDIA ADVISORY For October 29, 2015 - FPANJ Fall ConferenceFPA New Jersey Fall Conference: Michael Kitces Talks Modern Portfolio Theory; Dr. Ian Mortimer on Global Income Investing; Cybersecurity, Retirement and more.
Sept. 23, 2015 - PRLog -- UPPER MONTCLAIR, NJ (September 2015)- The Financial Planning Association of New Jersey (FPANJ) invites you to take advantage of the opportunity to connect with industry experts for its Fall Conference, which will be held on Thursday, October 29 at the Renaissance Hilton Woodbridge in Iselin, NJ.
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: 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@ View a complete listing of speakers and bios: http://c.ymcdn.com/ View a detailed schedule: http://c.ymcdn.com/ More details on topics: http://c.ymcdn.com/ For other event details please visit our website: http://fpanj.org ABOUT FPA of New Jersey and FPA: Financial Planning Association of New Jersey is part of The Financial Planning Association® The Financial Planning Association® End
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