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The Financial Advisor Symposium Chicago, 2008
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We are excited to return to Chicago for The 11th Annual Financial Advisor Symposium Chicago, co-produced by InterShow and Financial Advisor magazine. This year’s Symposium will take place October 13-16, 2008, at the Sheraton Chicago. Over the course of this 2-1/2 day event, more than 30 hours of education will be provided, addressing some of the most pressing issues facing advisors today. Our intensive seminars, interactive panels and workshops, and state-of-the-art Exhibit Hall will introduce you to the newest and most successful tools and strategies for managing your practice and your clients’ assets, and their retirement planning. Plus, you have the opportunity to earn continuing education credits.
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Robert Froehlich
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Deena Katz
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Robert Arnott
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Mark Hurley
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...and many more!
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The 2008 Symposium will offer two registration options - free limited access and full-conference
access. Details for the full conference pass will be available after April 1, 2008. Until
then, register for the free limited acess pass today and as soon as we have details on the full conference pass
we will email you with the opportunity to upgrade your registration! Register today!
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‘It’s all about the client’ was the mantra heard by the thousands of attendees at the recent Chicago Financial Advisors Symposium. Advisors learned all about the prevailing and upcoming trends in the industry from experts, including Mark Hurley, Robert Arnott, Dr. Robert Froelich, Mark Goldberg, and Charlie Cook. And they found a wide variety of offerings in the 40 hours of education featured at the conference.
Read on for a sampling of the Best of Show…
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Sponsored By
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| Fresh from The Financial Advisor's Symposium in Chicago—here is a sampling of what the nation's top financial advisors are buying: |
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(Note: These recommendations were made at the Financial Advisor Symposium, Chicago, October 8-10, 2007. For current views from the expert(s), visit their MarketResource page).
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Spotlight on the Experts
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Christine Benz from Morningstar says returns and expense ratios don’t tell the whole story when it comes to the difference between a good and bad fund...
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David Winters of Wintergreen Advisers says a great investment strategy is holding a good cash cushion to take advantage of market panics...
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Best of Show Sponsors |
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Register NOW for Upcoming Symposiums
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Practical & Practice Advice |
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Deena Katz of Evensky & Katz said advisors need to expand their focus way beyond traditional financial planning to meet the needs of the baby boom generation.
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Interested in IPOs? Linda Killian from Renaissance Capital discusses the resurgence of the market and one way for investors to participate.
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In-Depth Strategies for Building Your Client Base |
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Many clients are sitting on an underused asset—their life insurance policies. Find out how the experts use life settlements to make the most of these assets.
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Many financial advisors pursue just the top 1% wealthiest clients. If that sounds like you, this panel of experts, hosted by Tracey Longo of Financial Advisor magazine, say you may be overlooking loyal, profitable clients.
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Is Your Practice Ready for the Future? |
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The pundits are weighing in on the 2008 election. Here’s what Charlie Cook of The Cook Political Report, is forecasting
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In a special presentation, Robert Arnott discussed some of his latest research, focusing on his proprietary Fundamental Index™
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FA Library |
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| Financial advisors would do well to realize that not only is the environment for your services changing, but so are the clients. Two new books set out to tackle those subjects… |
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Our Symposium Sponsors |
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Gold Sponsors:
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Silver Sponsors:
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