FPA MI - 2018 Symposium Presentations



    As a reminder, we have gone "green" and no longer make speakers' presentations
    available as hard copies.  
    Please click on the links below to download
    speaker presentations. 
    Please note if it states "no presentation handout available",
    the speaker's presentation is not available for download.

    FPA MI 2018 Annual Fall Symposium (with program descriptions - click here)
    FPA MI 2018 Annual Fall Symposium (without program descriptions - click here)

    Wednesday, November 7th:

    • General Session:  Commitment to Excellence (no presentation handout available)

    • General Session:  Guide to the Markets (click here for presentation handout)

    • Breakout Session 1:
      • Addressing Roadblocks to Having a Technology Driven Financial Planning Practice (no presentation handout available)
      • Helping Clients Navigate Alternative College Planning (click here for presentation handout)
    • General Session:  How to Profitably Grow Your Business Without Angst or Chaos (no presentation handout available)

    • Breakout Session 2:
      • Asset Protection as Part of Your Client's Financial Plan (no presentation handout available)
      • How to Choose a Tech Stack that Saves Time Instead of Costing Money (click here for presentation handout)
    • Breakout Session 3:
      • A Fiduciary Approach for Clients with Dementia (click here for presentation handout)
      • Why Responsible Investing Matters (no presentation handout available)
    • General Session:  Autonomous Vehicles - Challenges & Opportunities (click here for presentation handout)

    Thursday, November 8th:

    • General Session:  The 10X Advisor Challenge:  5 Keys to Building a Business that Grows (click here for presentation handout)

    • Breakout Session 4:
      • Utilizing Insurance in a Fee-Only Practice (no presentation handout available)
      • Women Have Absolute Veto Power - How to Win in the Women's Market (click here for presentation handout)
    • General Session:  Federal Tax Update for the Financial Planning Professional (click here for presentation handout)

    • General Session:  The Value of Professional Advice (click here for presentation handout)

    • General Session:  The Four Pillars of Investor Misbehavior (no presentation handout available)

    • Breakout Session 5:
      • The Four Pillars of Investor Misbehavior:  Direct Applications of the Theories Shared (no presentation handout available)
      • Using Alternatives with a Purpose (click here for presentation)