2018 Midwest Region Symposium

Please join us in St. Louis, MO for a full day of sessions on the latest information on current issues.

Pre-Symposium - Tuesday, March 6

DATE: Tuesday, March 6

TIME: 7:00 pm

LOCATION: Ritz Carlton, 100 Carondelet Plaza, St. Louis, MO

COST: Included in the registration fee

Symposium - Wednesday, March 7

DATE: Wednesday, March 7

TIME: 9:00 am

LOCATION: Ritz Carlton, 100 Carondelet Plaza, St., Louis, MO

ACCOMMODATIONS: $199 special NAPFA Rate (expires on February 6th). Book online with group booking code NAPNAPA, or call 1-800-960-7056 or 1-800-241-3333 and mention the NAPFA Symposium.

COST: Members: $119 BEFORE February 9th / $139 AFTER February 9th

Non-Members: $149

Students: $79

Costs include pre-conference wine reception, and breakfast and lunch at symposium

Speakers and Topics

Larry Swedroe, Director of Research, Buckingham Strategic Wealth

Other speakers TBA


Symposium Sponsors

MDP Consultants is a boutique insurance brokerage specializing in serving the needs of fee-only and fee based financial advisors. MDP Consultants goes beyond quotes with a better way to do risk management.

· AdvisorTermQuotes.com

Get quotes from the industry’s top insurance carriers. Universal Life quotes also available.

· Veralytic Reports

Determines the reliability of cash value life insurance projection based on past performance. Similar to a Morningstar report only for life insurance analysis.

· Understanding LTC

Clients can review a tutorial before making an insurance purchase.

Helpful calculators included.

· Disability Income Calculator

Creates instant “ballpark” disability income quotes advisors can use to give clients a sense of likely costs of a privately owned policy.