FSP Institute 2020 | The Society of Financial Service Professionals | 9 February 2020 | Coronado Island Marriott Resort & Spa, 2000 2nd St, Coronado, CA 92118, USA

Venue
Coronado Island Marriott Resort & Spa
Coronado Island Marriott Resort & Spa, 2000 2nd St, Coronado, CA 92118, USA

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Event Date Sun Feb 9 PST - Wed Feb 12 PST (almost 5 years ago)
In your timezone (EST): Sun Feb 9 8:00pm - Wed Feb 12 3:00pm
Location Coronado Island Marriott Resort & Spa
2000 2nd St, Coronado, CA 92118, USA
Region Americas
Details

With over 100 events a year, featuring high profile speakers like executives from the major banks, financial institutions and Fintech hubs, you’ll hear from the best, plus have the opportunity to meet them at intimate Q&A forums and exclusive networking sessions.

The Journal of Financial Service Professionals publishes insightful peer- reviewed articles and regular columns by industry experts in all areas of financial planning, including retirement planning, estate planning, insurance, investments, tax, health care, ethics, and technology.

About the Journal:
• View the Current Issue
• Journal Reprints
• CE Credit
• Digital Edition (member/subscribers login required)
• Discussion Guides
• Advertise
• Contribute

Speakers

2020 Speakers

Jeremiaph W. Doyle IV, Esq.
Senior Vice President, Bank of New York Mellon

Kelly O. Finnell, JD, CLU, AIF
Founder and President of Executive Financial Services, Inc. (EFS)

James S. Aussem, JD, AEP
Shareholder, Cavitch Familo & Durkin, Co., LPA,

Marcus T. Foote, JD
Partner, Kuehne & Foote, APLC

Stephanie N. Prestridge, JD
Owner, Lineage Law

Christopher Means, CLU
Owner, Pinnacle Planning, LLC

Michael Bret Hood, CFE, MBA
Director of 21st Century Learning & Consulting, LLC

Karen D. Sparks, CDFA, JD
Principal and Owner, Divorce Financial Strategists

Ian Stewart, JD
Partner, Wilson Elser

Sponsors & Partners

2020 Sponsors

• Ash Brokerage
• Coventry
• Covisum
• CrossCountry Mortgage
• Guardian
• Security Mutual Life