Dear Financial Advisor:

Increasing competition, volatile markets, and sophisticated clients still reeling from the economic fallout of the past couple of years have created a difficult environment for financial advisors. Still, it is important to recognize the potential for opportunity in such a challenging environment. At this year's Financial Advisor Symposium, you will have the opportunity to learn how some of the most successful financial advisors are navigating these turbulent waters, and top analysts and portfolio managers will steer you through the chaotic financial markets and discuss some of the best ways to incorporate cutting-edge investment vehicles into your clients' portfolios.

In this new era, more than ever, your existing and future clients will need you to have the very best continuing education in a broad range of disciplines including economics, investments, and risk management. Most of all, they need to rely on you for perspective, guidance, and the discipline required to live out a good plan—through good times and bad. That’s why we’re making this year’s conference completely FREE, except for a couple of pre-show intensives. We recognize the tough environment we’re in, and we would like to support your quest for knowledge to help your clients rebuild their portfolios and you to grow your business again.

This year’s symposium will focus on managing client portfolios in a new era and growing your business in this environment. This will enable you to select and follow a themed track of workshops on the topics that best suit your interest and business needs. More than any other event held for financial advisors, this year’s symposium promises to provide you with more investment ideas and insights into the financial markets than any other event. The state-of-the-art Exhibit Hall will also feature 80 of the top companies offering products and services to the financial advisor industry.

Please take a moment to look at the program described in the next few pages. By bringing so much talent and resources together in one setting, this symposium will save you months of independent study and research—while creating rich contacts for years to come. Our goal, as always, is to provide you the opportunity to get a leg up on the competition, and earn continuing education credits while you’re at it.

We hope that you’ll join us this year, and we look forward to sharing this rich and rewarding experience
with you.

Sincerely,