| The Social Media Revolution in the Financial Services Industry
Presented by Melissa Raskin
In changing times, financial service professionals have had to open up to using new marketing techniques in order to raise awareness of their existence and communicate the benefits of their services to a new audience. This session will educate professionals on social media tools and services currently available, and in compliance with the Financial Industry Regulatory Authority (FINRA), used for continued education and creating consumer awareness.
How to Protect your cash and obtain residential mortgage
financing in today’s banking climate
Presented by Jay Pelham, CFP®
The economic condition we have been experiencing in recent times, now known in many circles as “The Great Recession,” has had a significant impact on all financial markets and the U.S. banking system. Due to the impact on financial markets, many “safe” cash alternatives have disappeared and some new ones have been developed. Banks have been criticized by the regulatory bodies for lending too much and equally criticized by the public for not lending enough. Recent scandals such as Madoff and others have reinforced the responsibility of board members on ensuring the safety of funds for charities. Today’s financial planner needs to be well informed on how to evaluate and recommend the appropriate financial institution and vehicle for cash instruments. Additionally, today’s borrower needs proper guidance on which refinance or purchase transactions are viable in today’s banking environment. This presentation will cover how to evaluate a bank’s financial condition; different alternatives for cash deposits; and educate attendees on the residential mortgage financing in today’s market. (CE credit pending.)
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 with credit card payment (Fax: 305-470-7487 / Mail: FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982)
- Mail registration form with 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 July 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
CE
- CFP CE application pending.
ABOUT OUR SPEAKERS
Jay Pelham, CFP®, Executive Vice President, Managing Director of Private Banking, Gibraltar Private Bank & Trust
Jay Pelham has worked in financial services for more than twenty years and is a member of the Executive Team at Gibraltar. He is responsible for all Private Banking activity at the company and participates in various management committees; including the bank’s Asset Liability Committee (“ALCO”). His division of the bank is directly responsible for the management of $1 billion in client deposits, comprised of client relationships based in South Florida and New York. Gibraltar’s Private Banking is comprised of eight office locations and approximately 250 employees. Jay is a magna cum laude graduate of the University of Tennessee with a B.A. in Economics. He is a graduate of SunTrust Bank’s Commercial Credit Training Program; having managed commercial, consumer and residential portfolios during his career. Jay maintains FINRA and State of Florida Life, Health, and Variable Annuity licenses. He obtained his CFP in 2002 and is active in the local community and is currently a board member of the Historical Museum of South Florida.
Melissa Raskin, Co-Founder, Iris Fields
Melissa Raskin, Co-Founder of Iris Fields, a Miami and New York City based boutique event planning and marketing firm, is a consulting expert with 10 years of experience working with Fortune 100 companies. Her financial sector experience includes strategy and change consulting for both legal and compliance and technology departments. Melissa heads the marketing division of Iris Fields which specializes in social media, search engine optimization and social networking. Melissa and her team use a proactive approach to today's marketing strategies and trends resulting in high profile clientele such as The Madison Group at Citi Personal Wealth Management. In addition to Iris Fields, Melissa has launched other successful business ventures and is a strong supporter of the Green movement.
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