Retirement symposium
The Peabody

March 12-13, 2013  |  The Peabody Orlando

Keynote Speakers

Mitch Anthony

Mitch Anthony
Founder and President of
Advisor Insights Inc., Author

Ron Paul

Ron Paul
Congressman Texas
Author Challenge to Liberty;
The Case for Gold;
and A
Republic, If You Can Keep It

Robert Reynolds

Robert L. Reynolds
President & CEO
Putnam Investments

Featured Speakers

Don Connelly

Don Connelly
Founder and CEO

Roy Diliberto

Roy Diliberto, CFP®
RTD Financial Advisors, Inc.

Christine S. Fahlund

Christine S. Fahlund, Ph.D., CFP®
Senior Financial Planner and
Vice President
T. Rowe Price Group, Inc.


Dan Fuss

Dan Fuss
Vice Chairman
Loomis Sayles & Company, L.P.

Hannah Shaw Grove

Hannah Shaw Grove
Inside the Family Office:
Managing the Fortunes of the Exceptionally Wealthy
The Family Office: Advising the Financial Elite

J. Michael Martin

J. Michael Martin, J.D., CFP®
Founder and Chief Investment Officer
FAI Wealth Management



Dan Moisand

Dan Moisand, CFP®
Principal and Financial Advisor
Moisand Fitzgerald Tamayo, LLC

Margie Patel

Margie Patel
Managing Director and
Senior Portfolio Manager
Wells Capital Management

Lewis J. Walker

Lewis J. Walker, CFP®
Walker Capital Management Corporation and Life Transitions Advisors, LLC

The editors of Financial Advisor and Private Wealth magazines bring together key industry experts and prominent advisors to share their insights and strategies on this crucial topic. This event has been created to enhance the ability of the advisory community to assist clients who are planning for retirement or need help meeting their individual retirement needs.

The symposium will provide advisors with a forum to hear and share ideas on the new realities of retirement, issues they face with clients and the latest strategies offering top-level solutions to address client goals. The conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.

Click here to view the Conference Agenda

Accepted for CFP Board and IMCA CE Credit

Special FPA Member Rate

Complimentary registration for FPA members

Building an Elite Wealth Management Practice
Pre-Conference Workshop
March 11, 2013 | The Peabody Orlando

Designed by Russ Alan Prince
Directed by Hannah Shaw Grove

Registration: $199

Click here for more information and to register

If you are interested in speaking or sponsorship opportunities
please contact David Smith EVP, Founding Publisher at
732.450.8866, ext. 26 or

For inquiries on registration or hotel information please contact
Linda Mantello at 732.450.8866, ext. 36 or

Sponsor Logos

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Financial Advisor   Private Wealth