2019 South Region Symposium
DATE: Sunday, March 3 (Pre-Symposium) & Monday, March 4
LOCATION: Georgia Tech Hotel and Conference Center, 800 Spring Street, NW., Atlanta, GA
Pre-Symposium Location: Hudson Grille, 942 Peachtree Street, Atlanta, GA
Click on the link below to reserve your hotel room:
NAPFA South Symposium-Reservations Link
King bed accommodations have been blocked for the South Symposium group. Please note that all guest rooms are non-smoking. For any other requests or inquiries, please enter this information within the appropriate request boxes during the reservations process or call the hotel directly at (800) 706-2899 or (404) 838-2100. Hotel reservation hours are Monday through Friday 9am-6:30pm, ET.
Hotel Booking Deadline: Friday, February 1, 2019
For any additional nights needed before or after the posted group dates, please contact the hotel directly at (800)706-2899 to check availability.
For attendees in need of overnight parking at the hotel, the cost is $15 per night.
(For unlimited in-and-out access to the garage, an $18 pass is available.)
COST:
Member & Non-member: $159 (includes breakfast & lunch)
Students: $130 (Requires promo code. Contact John Bohnsack at 979-260-9771)
Sunday Night Pre-Symposium and Networking Event: $25
CE CREDITS: 4.5 pending approval
SYMPOSIUM REGISTRATION DEADLINE: Monday, February 25 (no on-site registration will be available)
Speakers & Topics
Jeff Levine - Tax Planning
Kali Roberge - Marketing
John Ceparano - Small Business Retirement Planning
Simulcasts
To register for a Simulcast, please click on the purple heading of the location you would like to register for.
COST:
Member & Non-member: $99
Students: Free (Promo code must be requested from Claire Brown)
REGISTRATION DEADLINE: Monday, February 25 (no on-site registration will be available)
DFA Headquarters
6300 Bee Cave Road, Building One
Austin, TX 78746
College of Charleston - North Campus
3800 Paramount Drive
North Charleston, SC 29405
Abacus Office
2500 Devine Street
Columbia, SC 29205
Center for Responsible Lending
302 West Main Street
Durham, NC 27701
Royal Palm Office Park
900 S. Pine Island Road, Suite 140
Plantation, FL 33324
University of North Florida
John A. Delaney Student Union
1 UNF Drive
Building 58
Jacksonville, FL 32224
Evolution Advisers
15521 Midlothian Turnpike #102
Midlothian, VA 23113
Texas A&M Campus
Rudder Tower, Room 404
401 Joe Routt Blvd.
College Station, TX 77840
Schedule
Sunday, March 3, 2018: Pre-Symposium: Sharing Best Practices
(At the Hudson Grille)
6:30PM - 7:00PM Registration and Networking
7:00PM - 8:00PM Best Practices - Ways to Improve Your Financial Plan Process
Ryan Pope, CFP® Modera Wealth Management
Chase Mouchet, CFP® Brightworth Financial
Edward Kramer, CFP® Abacus Planning Group
8:00PM - 9:00PM Networking
Monday, March 4, 2019: Symposium
7:00 AM - 8:00AM Networking Breakfast/Registration
8:00AM - 8:15AM Welcome and Opening Remarks
Ben Birken, CFP®
8:15AM - 9:45AM Advanced Roth Conversion Strategies*
(Eligible for 1.5 CFP® Continuing Education Credits)
Jeff Levine, CPA/PFS, CFP®, CWS®, MSA, Director of Financial Education, Nerd's Eye View Blog
9:45AM - 10:00AM Morning Break/Networking
10:00AM - 11:30AM An Advisor's Guide to the New 20% Pass-Through Deduction
(Eligible for 1.5 CFP® Continuing Education Credits)
Jeff Levine, CPA/PFS, CFP®, CWS®, MSA, Director of Financial Education, Nerd's Eye View Blog
11:30AM - 12:30PM Lunch
12:30 PM - 1:30 PM The Best Marketing Tactic You're Not Trying Yet: Sharing Your Authentic Self
Kali Roberge, Chief Content Officer of Beyond Finances
1:30PM - 1:45PM Afternoon Break/Networking
1:45PM - 3:15PM Advanced Retirement Plan Designs - Significant Tax Savings for Businesses with Strong Cash Flow
(Eligible for 1.5 CFP® Continuing Education Credits)
John Ceparano, CPA/PFS, M. Tax, CFP®, Principal and Wealth Manager Modera Wealth Management
3:15PM - 3:30PM Closing Remarks
All scheduled times are listed in ET.
Attendees at all locations are encouraged to email questions for the presenter to SouthSymposium@gmail.com.
*For those watching the simulcast in the Central time zone this session will be rebroadcasted at the end of the day.
