$3 Trillion in Neglected Wealth — How to Get Your Share

Presented by Dave Moran, CFP®, CLU, ChFC
Valued at more than $3 trillion, life insurance cash value is a huge component of wealth that has been largely neglected. Policy holdings are in desperate need of professional management. With a market that is larger than hedge funds, separately managed accounts and exchange traded funds combined, life insurance portfolio management is the biggest untapped wealth management opportunity our industry has seen in 30 years. Dave Moran shares a portfolio management process you can immediately put to use to grab your share of this neglected wealth.

Helping Clients Age Gracefully: Navigating the Elder Care Maze

Presented by Rona Bartelstone, LCSW, BCD, CMC, C-ASWCM; Alex Cuello, JD, LLM; William R. Dyess, CLTC; and Dolores Perdomo, Ph.D., LCSW
Improvements in longevity present financial planners with a multitude of complex issues when assisting clients and their aging parents in making the increasingly complex decisions they face. A distinguished panel of local experts in their fields will focus on today’s elder care issues. This interactive program will explore: elder law planning; how to recognize when a client’s mental condition may be starting to fade; the latest on long term care insurance; and how to advise your clients about the resources available to help them make informed decisions. Join us for this opportunity to discuss these timely issues, and network with other industry professionals.

AGENDA
5:30 - 6:00 PM - Registration and Networking
6:00 - 8:00 PM - Dinner and Presentation
 
COST
In Advance - Members: $45; Non-members: $55
At the Door - Members: $55; Non-members: $70
 
TO REGISTER

• CLICK HERE FOR PDF REGISTRATION FORM
• Fax or mail registration form and credit card payment (Fax: 305-470-7487 / Mail: FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982)
• Mail registration form and payment by check to FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982
• Call 786-390-7655 to register by phone with a credit card
• Payment must be received by April 16, 2010, or guaranteed with a credit card. Cancellations received 48 hours prior to the meeting will receive a full refund. No-shows will be invoiced.

WHERE
Hurricane 100 Room, University of Miami BankUnited Center, 1245 Dauer Dr., Coral Gables
CLICK HERE FOR PDF DRIVING DIRECTIONS AND PARKING INFORMATION

CE
CE applications pending.