2018 South Region Symposium

Join us in Atlanta, Georgia on Monday, February 12th for a full day of sessions for guidance, suggestions, and the latest information on current issues.

View the list of Symposium speakers.

Pre-Symposium - Sunday, February 11

DATE: Sunday, February 11

TIME: 6:30 – 9:30 pm

LOCATION: Hudson Grille (Midtown), 942 Peachtree Street, Atlanta, GA 30309.

COST: $25 (Registration separate from symposium)

Networking, buffet dinner/apps, cash bar, and back by popular demand, a night of Improv!

Symposium - Monday, February 12

DATE: Monday, February 12, 2018

TIME: 8:00 am - 5:00 pm

LOCATION: Georgia Tech Hotel and Conference Center

ACCOMMODATIONS: www.gatechhotel.com, clicking on the "NAPFA South Region Symposium 2018-Reservations Link". “Reservations may also be made by calling 1-800-706-2899 or 1-404-838-2100, and requesting the NAPFA South Region Symposium room block”

Deadline to book your room is January 22nd. Symposium registration deadline is February 2nd. No registrations will be taken after that date. No registrations will be taken at the door.

COST: Member = $159 / Non-Member = $179 / Student = $159 Lunch is included, (continental breakfast will be included in Atlanta only)

CEs: 5 CE credits, pending approval


DATE: Monday, February 12

TIME: 8:00 am - 5:00 pm

COST: Member/Non-member = $99 / Students = $39.00

Lunch will be served


Ft. Lauderdale, FL - 900 S. Pine Island Road, Plantation, FL

Virginia Tech University - Blacksburg, VA

Texas A and M - College Station, TX

Austin, TX - DFA Headquarters

Nashville, TN - Abound Wealth Management

Charleston, SC - College of Charleston

Jacksonville, FL - Firehouse of America, LLC

Durham, NC - MDC, Inc.

Dallas, TX - Galleria Tower

To register for a simulcast, click on the location above.

Speakers and Topics

Sam Donaldson, The Tax Cuts and Jobs Act

John Grable, Do As I Say, Not As I Do: An Analysis of Portfolio Development Recommendations Made by Financial Advisers

David Hultstrom, Tax Strategy for Fun & Profit

Stacey Randall, Referability is a Long-Term Game, But Are You Even Playing?

Cheryl Sherrard, Is your niche getting old? Focusing your energies on the third phase of life.

Kenneth J. White - Attracting Minority Clients and Advisors

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.

JVM Realty Corporation is a multi-family real estate investment and property management company headquartered in Oak Brook, Illinois. Since 1975, we’ve built a solid reputation and proven track record for financial success. In every aspect of our business, we are guided by firm principles, a commitment to excellence, and integrity. Always.

That’s what it means to be INVESTED.

  • 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.

Windermere Insurance Group is a full-service insurance agency based in Charlotte, with a dedicated focus on serving the RIA community. We can assist RIAs with all of their business insurance needs, including E&O/D&O, Cyber, Crime, ERISA Bonds, as well as General Liability and Workers’ Compensation. Additionally, our Private Client Group works with individual wealth advisors in providing personal insurance reviews and solutions for their high net worth clients.