San Diego FPA Annual Educational Symposium

September 18, 2019
7:00 AM - 6:30 PM
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SDSU Alumni Center (Park in Garage #7)
5250 55th St
San Diego, CA 92182


o   7am for the CFP Ethics Course (2 CE Credits) - Optional CFP® Benefit

o   9am-5pm the General Session (4 CE Credits)

o   5pm to 6:30pm Social Hour

Bob Veres
Editor and Publisher, Inside Information
Contributing Editor and Columnist, Financial Planning Magazine

Session Title: The Future of The Planning Profession
Session Description: Bob Veres will outline the ten things that financial planning professionals absolutely must get right if they are to succeed and thrive in our rapidly-evolving profession.

David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®
Head of Retirement Research for Morningstar Investment Management, LLC.
Image result for david blanchett

Session Title: 
(Re)Modeling the Cost of Retirement
Session Description: Retirement is the most expensive purchase faced by most individuals. In this session, David Blanchett will explore a framework to better understand how much retirement actually costs and a process for better estimating its true cost. This session will include a discussion of the implications of properly forecasting the growth of assets and important considerations when estimating the liability, such as determining the optimal replacement rate, forecasting the retirement period and understanding what it truly means to fail (or succeed) during retirement.

Diane Gaswirth
Sales Director - Medicare and Retirement, UnitedHealthcare
Session Title: Why and How to Have the Medicare Conversation with Your Clients
Session Description: The Medicare-eligible population is expanding exponentially as baby boomers age into the program at a rate of over 10,000 every day. More than 64 million Americans are already enrolled in Medicare and many of them are your current clients.  Who better for them to turn to than you, their financial advisor, for their Medicare questions?  We can help prepare you for the Medicare conversation you could (and should!) be having with clients in the retirement planning process, but  you don’t have to be the expert.  Allow us to be your trusted partner for Medicare-related matters to protect your clients’ hard-earned assets, deepen their loyalty and attract new clients.

Carol S. Battaglia, J.D.
Attorney and Special Needs Trust Expert, Battaglia and Waltari

Session Title:
How to Keep Benefits While Saving –Special Needs Trusts & ABLE Accounts
Session Description:
  • Why should my high net worth clients care about public benefits?
  • What public benefits should they care about?
  • How will a special needs trust help?
  • What kind of special needs trust is best?
  • What can a special needs trust be used for?
  • How much should fund the special needs trust?
  • How should the special needs trust be funded?
  • Are there alternatives to special needs trusts?

Prof. Thomas M. S. Warschauer, PhD
Professor Emeritus, SDSU Finance Department
Thomas M.D. Warschauer

Session Title: CFP Professionals use of time horizon with immunization
Session Description: It is widely acknowledged that investments held for particular goals need to take time-horizon into account.  It is also generally acknowledged that many clients are quite risk averse.  Investment theory indicates that holding period immunization is often a “free-lunch” for risk averse investors.  Do planners make use of immunization?  Do target date funds make use of immunization?  Should they?  If they should, how can this be done?  Our study will provide answers to these important questions.


$100.00 Member Ticket
$75.00 Earlybird rate before August 1

$250.00 Non-Member Ticket
$150.00 Earlybird rate before August 1