---
title: FPA Annual Symposium 2018 - Elaine King - Family and Money Matters
description: "Nov 29, 8:00 AM – 5:30 PMAkerman LLP, 98 SE 7th St #1100, Miami, FL 33131, USA About The Event The 13th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2018. Hosted by Akerman LLP | 98 SE 7th Street | Suite 1100 | ... Read more"
image: https://www.elaineking.com/hubfs/Imported_Blog_Media/FPA.jpg
---
[Skip to content](https://www.elaineking.com/blog/fpa-annual-symposium-2018#main-content)
- [Contact](https://www.elaineking.com/contact)
- [Client Portal](https://www.moneyguidepro.com/ifa/Guests.aspx?gst=01AC8B9702CBCF869414CFB50BABA211C94B41C1CF5CFAEE2990788EA9D67085&sDestPage=10032)
-
-
-
-
-
[](https://www.elaineking.com)
- [Financial Planning](https://www.elaineking.com/financial-planning-services)
- [Family Governance](https://www.elaineking.com/family-governance-services)
- [Financial Education](https://www.elaineking.com/financial-education-programs)
- [About](https://www.elaineking.com/about)
- [Blog](https://21545068.hs-sites.com/blog/tag/blog-en)
[Discovery Call](https://www.elaineking.com/discovery-call)
[](https://www.elaineking.com)
- [Financial Planning](https://www.elaineking.com/financial-planning-services)
- [Family Governance](https://www.elaineking.com/family-governance-services)
- [Financial Education](https://www.elaineking.com/financial-education-programs)
- [About](https://www.elaineking.com/about)
- [Blog](https://21545068.hs-sites.com/blog/tag/blog-en)
[Discovery Call](https://www.elaineking.com/discovery-call)
# FPA Annual Symposium 2018
[Eventos](https://www.elaineking.com/blog/tag/eventos)
Nov 29, 8:00 AM – 5:30 PMAkerman LLP, 98 SE 7th St #1100, Miami, FL 33131, USA
### About The Event
The 13th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2018. Hosted by Akerman LLP | 98 SE 7th Street | Suite 1100 | Miami FL 33131
Full day event starts at 8:00 am, includes 9 sessions, qualifies for 7 hours of continuing education credits and ends with an all new exclusive happy hour networking event at East Hotel!
Register at www.fpamiami.com/symposium or contact Beverley Todd at info@fpamiami.org
Download the Program at: https://docs.wixstatic.com/ugd/e2fd63\_29a10deb56af48ffaeaef75b5c8ffb7f.pdf
**Agenda:**
8:00 – 8:30 | Registration & Breakfast
8:30 – 8:15 | Welcome & Introduction
John Lenahan | FPA of Miami President
8:45 – 9:35 | Vaccines, Judo, & Firefighting: Helping Clients Avoid Mistakes
Dan Egan | Betterment
9:35 – 10:35 | Themes & Concerns Impacting Investors: Economic & Market Update
Dr. David Kelly | J.P. Morgan Asset Management
10:35 – 10:55 | Break & Networking with Sponsors
10:55 – 11:55 | Planning for Incapacity & Guardianship (Concurrent Session)
Richard Milstein, Esq. | Akerman LLP
10:55 – 11:55 | Is it Time to Tilt? Exploring a Fundamental Question in Factor Investing (Concurrent Session)
Ward Bortz | Blackrock
12:00 – 1:15 | Lunch & Networking with Sponsors
1:15 – 2:15 | Living a Life of Significance
Joe Jordan | Inspirational Speaker
2:15 – 3:15 | 2018 Economic Update
Karen Gilmore | Federal Reserve Bank of Atlanta, Miami Branch
3:15 – 3:35 | Break & Networking with Sponsors
3:35 – 4:25 | Better Client Outcomes Through Extraordinary Teamwork (Concurrent Session)
Dr. John Evans, Jr. | Janus Henderson Labs
3:35 – 4:25 | How to Master the New Prospecting Formula (Concurrent Session)
Robert Sofia | Snappy Kraken
4:25 – 5:15 | Top Advisor Panel
Adam Carlin | Morgan Stanley
Elaine King | Family & Money Matters
Linda Lubitz Boone | The Lubitz Financial Group
Moderated by John Lenahan | AB Bernstein
5:15 – 5:30 | Wrap Up & Raffles
5:30 – 7:30 | Happy Hour at East Hotel, 5th Level Pool Deck
Spread the word:
[Share this blog post on Twitter](https://twitter.com/intent/tweet?text=I+found+this+interesting+blog+post&url=https://www.elaineking.com/blog/fpa-annual-symposium-2018) [Share this blog post on Facebook](http://www.facebook.com/share.php?u=https://www.elaineking.com/blog/fpa-annual-symposium-2018) [Share this blog post on LinkedIn](http://www.linkedin.com/shareArticle?mini=true&url=https://www.elaineking.com/blog/fpa-annual-symposium-2018)
## Ready to take control of your financial future?
[Request A Discovery Call](https://www.elaineking.com/discovery-call)
-
-
-
-
-
### Our Solutions
- [Financial Planning](https://www.elaineking.com/financial-planning-services)
- [Family Governance](https://www.elaineking.com/family-governance-services)
- [Financial Education](https://www.elaineking.com/financial-education-programs)
### Quick Links
- [Client Portal](https://www.moneyguidepro.com/ifa/Guests.aspx?gst=01AC8B9702CBCF869414CFB50BABA211C94B41C1CF5CFAEE2990788EA9D67085&sDestPage=10032)
- [Blog](https://www.elaineking.com/blog)
- [FAQs](https://21545068.hs-sites.com/contact#faq)
- [Contact](https://www.elaineking.com/contact)
### Legal
- [ADV Brochure](https://www.elaineking.com/hubfs/FAMM%20-%20ADV%20Part%202AB%202025.2.6-2.pdf)
- [Disclaimer](https://www.elaineking.com/disclaimer)
- [Privacy Notice](https://www.elaineking.com/privacy-notice)
Elaine King - Family and Money Matters™ 2026. All rights reserved
[HubSpot CMS Website Design](https://www.nextinymarketing.com/website-design) by [Nextiny](https://www.nextinymarketing.com/)
- [Privacy](https://www.elaineking.com/privacy-notice)
- [Disclaimer](https://www.elaineking.com/disclaimer)
- [Contact](https://www.elaineking.com/contact)
- [Client Portal](https://www.moneyguidepro.com/ifa/Guests.aspx?gst=01AC8B9702CBCF869414CFB50BABA211C94B41C1CF5CFAEE2990788EA9D67085&sDestPage=10032)