FPA of Charlotte Symposium 2022 | FPA of Georgia | 18 October 2022 | Sonesta Charlotte Executive Park, 5700 Westpark Dr, Charlotte, NC 28217, USA

No matter where you are in your career or how you practice, the Symposium offers stimulating content and sessions relevant to you.

Agenda:
• Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning
• Required Minimum Distributions After the SECURE Act and Regulations
• Why Responsible Investing is Important for Your Business| B
• Medicare: An Overview and How to Help Your Clients Plan for It
• A Case For Crypto | BREAKOUT
• Navigating Through Personal Tax Planning

2022 Speakers

Meghaan R. Lurtz, Ph.D.
Professor of Practice, Kansas State University

Jeff Dixon, J.D., LL.M
Senior Vice President Retirement Plans, Bank OZK

Annie Joyce
Amundi Asset Management

Laura O'Dea, CFP
Senior Living Care Advisor, Assisted Living Locators

Nicki Applefield Engel, J.D.
Certified Elder Care Law Attorney, Collins Elder Law Group

Dan Hopson, CFP
Regional Director, Prudential Financial

John Goldsbury, J.D.

Pawan Mishra
Co-founder & CEO, Mudra Capital Management

Joel Friedlander
Partner, Ernst & Young