Speakers Include

Jeb Bush
Daniel Fuss
 Nick Murray
 Jeb Bush
Former Governor
of Florida;
President Jeb Bush
& Associates
Dan Fuss
Vice Chairman
Loomis Sayles
& Company, L.P.
Nick Murray
Author, The Game
of Numbers: Professional
Prospecting for
Financial Advisors

 Hannh Shaw Grove  Dr Kathryn Votava  Joni Youngwirth
 Hannah Shaw Grove
Author: Inside the
Family Office: Managing the
Fortunes of the
Exceptionally Wealthy

Dr. Katy Votava
Founder and President of GOODCARE.com
Joni Youngwirth
Managing Principal
Practice Management

 Norman Boone  Ric Edelman  Ross Levin
 Norman Boone
founder and president
of Mosaic Financial
Ric Edelman
Chairman and CEO of
Edelman Financial Services,
Ross Levin
Founding Principal
and President of
Accredited Investors Inc

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.

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

Advisor Registration
After April 18th: $249

Non-Advisor Registration
After April 18th: $1,495

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.

Registraton: $995

Registration for Advisors who have AIF or AIFA designations, or are TRAU candidates: $695

For More Info