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NAPFA Northeast/Mid-Atlantic Region
2012 SYMPOSIUMS
Investments and Estate Planning
Four Locations – Four Dates
January 24, 2012 Fox Hill, Bethesda, MD
March 8, 2012 Newark Gateway Hilton, Newark, NJ
April 25, 2012 The Hub, Philadelphia, PA
June 5, 2012 Bentley College, Waltham, MA
8:00 am to 4:00 pm NAPFA Credits available
Continental Breakfast and Lunch included
Registration open-seating is limited
Morning Session
Topic: Risk-based Asset Allocation
Speaker: M. Elkordy and R. Mathur-Barclays Capital
This session will focus on cutting-edge strategies used to design client portfolios. Planners will be challenged in this session to think beyond the traditional asset allocation-based portfolio construction methods and focus on selecting investments based on their risk contribution to the portfolio.
Afternoon Session
Topic: Estate Planning under Uncertainty
How do you conduct estate planning for clients with the potential changes in estate tax laws in 2013? This session will help you review client estate plans in this uncertain environment and get a deeper understanding of the issues at play.
SYMPOSIUM COSTS: Members $95 Non-Members $150
Contact any of your NEMA Board members with questions:
Philip Lee
Chip Addis
Shikha Mittra
