Eleanor Blayney

Eleanor K. H. Blayney
President of
Directions LLC
Norman Boone

Norman Boone
founder and president
of Mosaic Financial
Joel Bruckenstein

Joel P. Bruckenstein
a longtime technology
columnist for Financial Advisor magazine. He is publisher of Technology Tools for Today

Ric Edelman

Ric Edelman
Chairman and CEO of
Edelman Financial Services

Hannh Shaw Grove

Hannah Shaw Grove
Author: Inside the
Family Office: Managing the
Fortunes of the
Exceptionally Wealthy

Robert laura

Robert Laura
President of
SYNERGOS Financial Group
co-founder of the

Ross Levin

Ross Levin
Founding Principal
and President of
Accredited Investors Inc

Dr Kathryn Votava

Dr. Katy Votava
Founder and President of GOODCARE.com
Joni Youngwirth

Joni Youngwirth
Managing Principal
Practice Management

The editors of Financial Advisor and Private Wealth magazines bring together key industry experts and prominent advisors to share their insights and strategies on this crucial topic. This event has been created to enhance the ability of the advisory community to assist clients who are planning for retirement or need help meeting their individual retirement needs. The symposium provides advisors with a forum to hear and share ideas on the new realities of retirement, issues they face with clients and the latest strategies offering top-level solutions to address client goals. This conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.

This program is Accepted for 13 CFP® Board CE Credits
and 9 CE hours toward the CIMA®/CIMC®/CPWA® designations

Please click below to register for the 3rd Annual Financial Advisor Retirement Symposium

Advisor Registration

Non-Advisor Registration


Are you a financial professional who would benefit your clients and grow your business by learning the key strategies for managing retirement income? This Pre-conference 4 hour course can be perfect for you!
What customers say: "In my long career, this is among the best workshops I have ever attended. I wish that it occurred 20 years earlier in my career."

Approved for 4 InFRE® CRC® CE credits. CFP® and Florida state insurance CE credit pending.

You are a financial advisor with clients asking how they can harvest their retirement nest egg to create a lifetime income plan. Retirement Income Management is the biggest trend to hit the financial planning industry in over twenty years, driven by a client demand that is sparked by the longevity of the aging American population and rapidly changing economic environment.

As financial advisors ourselves, we realized several years ago that there was a great need for a program to train people like us in a way that was informative, engaging, targeted *specifically* at the body of information we need to know, and most importantly, in a format that we learn best. We developed a signature series of industry-leading and application-oriented training solutions that provide the expert resources and sound planning techniques advisors need to meet the challenges of creating retirement income plans for their clients. This training is being offered with a live instructor-led learning format with workbooks and a complete case study. You will also learn of the FINRA-reviewed client-education workshop to help you productively obtain immediate results with your new knowledge! We can help you fortify your retirement income management expertise.


4 hour course

Conference and workshop

** Receive $50.00 off when registering for both Symposium & Pre-Conf InFRE

Becoming a Global Fiduciary Strategist Designee

May 6, 2012

Hyatt Regency Bonaventure Conference Center & Spa

Don Trone
Directed by
Don Trone

This unique pre-Retirement Conference event is an intensive day-long program led by Don Trone, CEO and Chief Ethos Officer of 3ethos, and is specifically designed for retirement advisors.

Advisors will not only have the opportunity to earn the new GFS (Global Fiduciary Strategist) designation, but also the "Certificate in Fiduciary Governance" awarded by the Thunderbird School of Global Management. TRAU candidates also can earn up to 16 hours towards their C(k)P designation.


*All paid registrants of this Workshop receive a complimentary registration to the Financial Advisor/Private Wealth Retirement Symposium.

Registration $395

For More Info

Evolution of the Wealth Management

May 9, 2012

Westin Diplomat | Hollywood, FL

Hannh Shaw Grove
Directed by
Hannah Shaw Grove

Consumers are driving the changes we are seeing across the entire wealth
management industry.  The consumer is dictating what the industry should
provide rather than the opposite: industry dictating what consumers should want.

We are seeing a consensus change in the way advisors of all areas in wealth management (wealth managers, attorneys, CPAs, & property casualty agents) are compensated for their time, effort and expertise.  Advisors want to be perceived differently. Out with transaction-focused behavior and in with relationship-focused behavior.

At all echelons of the affluent scale, consumers are demanding more holistic planning advice; a one-stop-shop for financial services but one that is unfettered by corporate greed and conflicts of interests; compensation models that reflect more closely the advisors’ value propositions; and value propositions that entail services beyond which advisors can actually charge.

The industry has come a long way, but where is it going?  How will the affluent benefit, and how must advisors change to ensure their place at the table?  


Post conference

Conference and Post-Conference Workshop Advisor Rate: $229

Conference and Post-Conference Workshop Non-Advisor Rate: $1,075