FALL RETREAT 2012 CE s, Ethics & Golf

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1 FALL RETREAT 2012 CE s, Ethics & Golf September 11, 2012 Green Valley Country Club 201 West Ridge Pike Lafayette Hill, PA P.O. Box 38 Fairless Hills, PA

2 8:00-8:40am Registration/Breakfast/Visit with sponsors AGENDA 8:40-9:55am Building a Better Portfolio "Core" presented by Craig Israelsen, Ph.D., Associate Professor, Brigham Young University (*1.5 CFP CE credits approved. One PA insurance CE credit pending.) Using historical data, this presentation examines the performance of various portfolio designs during the build-up phase (prior to retirement) and the draw-down phase (post-retirement). 10:00am-noon "CFP Board Code of Ethics & Professional Responsibility" presented by Brett R. Danko, CFP, CRPC, President, Main Street Financial Solutions, LLC (*Two CFP Ethics CE credits approved. Two PA insurance CE credits pending.) This presentation satisfies the 2 hour ethics requirement and focuses on the use of the CFP marks, terminology, principles, rules, practice standards and case studies. - OR - 10:00-11:00am 11:00am-noon "The Fundamentals of PA Divorce Law" presented by Lori K. Shemtob, Founding Partner, Shemtob Law, P.C., a full service family law firm, with a concentration exclusively on divorce and custody law. (*One CFP CE credit approved. One PA insurance CE credit pending.) This presentation will cover: What your clients need to understand about the divorce process and how it impacts the financial plan you have written for them. What some of the legal/financial realities of separation/divorce are - including child support, alimony, alimony pendent lite, spousal support, and specifically, the amount of each, duration of each, entitlement, and the financial and tax consequences of each. How to help clients understand the financial ramifications of different custody schedules. What the meaning and legal consequences of separation are - including strategy for determining when to separate, how to separate, and whether or not to move out of the marital home. How to empower clients to ask the right questions, and become involved in their settlement based on sound logic and reasoning, rather than pure emotion. "Federal Tax Update" presented by John Kilroy, CPA, CFP, Senior Wealth Planner for Vanguard Asset Management Services (*One CFP CE credit approved. One PA insurance CE credit pending.) A review of current federal tax planning opportunities, expiring tax provisions, and other items of interest. 12:00pm 1:00pm Lunch Golf Outing. Shot gun start with cocktail reception/prizes immediately following.

3 FALL RETREAT 2012 REGISTRATION FORM Please Print Name: Company: Address: City: State: Zip Code: Phone: Please list name(s) of preferred golf partner/foursome: ******* SHOT GUN START: 1:00 PM ****** COCKTAIL RECEPTION AND PRIZES FOLLOWING GOLF ALL PRICING INCLUDES BREAKFAST AND LUNCH FPA Member: Education Only $75 Education & Golf $150 Non-Members: Education Only $125 Education & Golf $225 Education Only: $ Education & Golf: $ Total Amount Enclosed: $ *Cancellation Policy: Written notification 72 hours prior to Retreat for refund. No-Shows will be billed. NOTE: Golf reservations must be cancelled 15 days in advance. Please choose which course(s) you will attend. I will attend Building a Better Portfolio "Core" from 8:40am-9:55am (1.5 CFP CE Credits Approved. One PA Insurance CE Credit Pending.) I will attend CFP Board Code of Ethics & Professional Responsibility from 10:00am-noon (Two CFP Ethics CE Credits Approved. Two PA Insurance CE Credits Pending.) - OR - I will attend The Fundamentals of PA Divorce Law from 10:00am-11:00am (One CFP CE Credit Approved. One PA Insurance CE Credit Pending.) I will attend Federal Tax Update from 11:00am-noon (One CFP CE Credit Approved. One PA Insurance CE Credit Pending.) If paying by credit card, please go to our website at and click on the link for the Fall Retreat registration. Please make checks payable to: FPA Philadelphia and mail your registration form and payment to: FPA Philadelphia Tri-State Area, P.O. Box 38, Fairless Hills, PA Please contact Chris Stewart at or by at ccstewart@comcast.net with any questions.

4 2012 Fall Retreat Platinum Sponsor Sameer S. Somal, CFA, CFP DundeeWealth US, LP 1160 West Swedesford Rd., Suite 140 Berwyn, PA GOLD SPONSORS Eleana McLane, CIMA Regional Vice President Institutional Consulting Group Nationwide Financial (908) John O Sullivan First Trust Advisors 120 E. Liberty Drive Suite 400 Wheaton, IL josullivan@ftadvisors.com Janielle Lucas Relationship Manager Schooner Investment Group, LLC 150 N. Radnor Chester Rd., Suite F-200 Radnor, PA Janielle@schoonerfunds.com Kevin Coughlin Morningstar 22 West Washington Street Chicago, IL kevin.coughlin@morningstar.com Paul Binnion Clark Capital Management Group One Liberty Place 1650 Market Street, 53rd Floor Philadelphia, PA pbinnion@ccmg.com

5 2012 Fall Retreat SILVER SPONSORS Paul Linko Payden & Rygel Investment Management 333 South Grand Avenue Los Angeles, CA Joe Mooney Charles Schwab Advisor Services 211 Main Street San Francisco, CA Gary Hoenig Putnam Investments P.O. Box 8383 Boston, MA Bill Dougherty, CFA Investment Research Group The Hartford Mutual Funds David Benglian Saint Joseph s University 5600 City Ave. Philadelphia, PA dbenglian@sju.edu Theresa Stasny Chartis Insurance 180 Maiden Lane, 27th Floor New York, NY theresa.stasny@chartisinsurance.com Nicholas S. Maningas Security One Lending US Highway 19 North, Suite 320 Clearwater, FL nmaningas@s1l.com Julia Macalka Schroders Investment Management 875 Third Ave., 22nd Fl. New York, NY Phone: julia.macalka@schroders.com Stephanie Mackara Palladiem LLC 7 Great Valley Parkway Suite 295 Malvern, PA smackara@palladiem.com