Course Summary:
Science versus Art of Financial Planning
Webster’s dictionary defines science as:
- The study and theoretical explanation of natural phenomena, or
- A systematic activity requiring study and method
Art is defined with an entirely different outcome
- The activity of using imagination and skill to create beautiful things
The Lost Art of Financial Planning
A properly design financial plan is a work of art. The plan is so understandable and simple that the client reacts and acts. This course attempts to bridge that gap. A client plan will be presented that was done without the use of a computer.
1/19/20122:30-4:30
Hilton Garden Inn
5312 Avion Park Drive
Tampa, FL 33607
Course Summary:
Through the use of a case study, the course covers and demystifies the process of business continuation planning, estate planning, and insurance planning when the owner of a privately held company is killed by a family member or interested party.
1/19/20129:00-11:00
Hilton Garden Inn
5312 Avion Park Drive
Tampa, FL 33607
Course Summary:
This course will discuss the public’s expectations; the professional’s responsibilities; rules and principles and continuing education requirements. A portion of the course will be devoted to Board of Professional Review misconduct cases of various types. Ken Zahn has been an arbitrator and an expert witness for both the plaintiff and the defendant in financial planning cases. He will be the presenter for this broad-based discussion of ethical behavior by professionals.
1/19/201212:00-2:00
Hilton Garden Inn
5312 Avion Park Drive
Tampa, FL 33607