Feasting in Philadelphia

Peck, Maureen
October 2003
Journal of Financial Planning;Oct2003, Vol. 16 Issue 10, p8
Academic Journal
This article deals with the program for the Financial Planning Association's upcoming Success Forum. For this month's 10 Questions interview in the Journal of Financial Planning, we spoke with Harry Beckwith about marketing one's services. Beckwith, an author and consultant, is one of the keynote speaker at Success Forum, where he will present his take on how financial planners can grow their businesses he works with. The September/October issue of Solutions includes the main program schedule for Success Forum. David Goad, a succession planning consultant and a Success Forum speaker, will discuss business succession strategies for financial planners. For more sampling of Goad's planned Success Forum presentation, we recommend Profiting Today by Planning for Tomorrow's Succession in the September issue of the Journal. Back to Success Forum. Some of the experts presenting there have contributed technical papers to the Journal: Gobind Daryanni, Sensitivity Simulations: A Faster Alternative to Monte Carlo (September 2002). Success Forum 2003 will be held in Philadelphia, Pennsylvania from November 1 to 4, 2003 starting with pre-convention workshops and continuing with education sessions organized into seven diverse tracks.


Related Articles

  • CALENDAR OF EVENTS.  // Journal of Financial Planning;May2001, Vol. 14 Issue 5, p14 

    This article presents information on the schedule of meetings and conferences related to financial planning in the U.S. from June to November 2001, including the 2nd Pacific Northwest Regional Financial Planning Conference in Bellevue Doubletree Hotel, Bellevue, Washington on June 20, 2001.

  • Diary.  // Money Management;5/5/2005, Vol. 19 Issue 15, p2 

    This article presents a calendar of events related to financial planning. TradeFest2005: A Conference for Active Investors, will be held from May 12-13, 2005 in Sydney. FPA National Principals' Forum will be held on May 29, 2005 in Canberra. The Super Choice Forum will be held from June 2-3,...

  • Year Two for the JFP Symposium. Peck, Maureen // Journal of Financial Planning;Jul2005, Vol. 18 Issue 7, p8 

    This article focuses on the 2005 Journal of Financial Planning Symposium to be held in San Diego, California on June 17. Last year at FPA Denver 2004, the annual convention of the Financial Planning Association, the Symposium made its debut. We did not know what to expect in terms of attendance,...

  • IN THE FPA.  // Journal of Financial Planning;Mar2000, Vol. 13 Issue 3, p16 

    Highlights several congresses and conventions that was organized by Financial Planning Associations (FPA) in the U.S. Issues discussed in the Financial Planning Associations board of directors and the Certified financial Planner Board of Standards' Board of Governors meeting; Number of attendees...

  • Untitled.  // Financial Planning;Nov2003, Vol. 33 Issue 11, p30 

    Presents a calendar of financial planning conferences in the U.S. for November and December 2003.

  • FPA Business Solutions 2001.  // Journal of Financial Planning;Nov2006 Supplement, p22 

    The article discusses the Financial Planning Association's "Business Solutions 2007" conference, which will be held in Denver, Colorado from February 6 to 8, 2007. The conference will address the challenges associated with adopting new processes in business and managing the growth spurred by new...

  • Calendar of Events.  // Journal of Financial Planning;Jan2010 Practice Management, p5 

    A calendar of events in the U.S. area related to business solutions and financial planning from January 2010 to October 2010 is presented including "Financial Planning Association (FPA) of Central Florida 20th Annual Financial Symposium," "FPA of the National Capital Area Winter 2010 Educational...

  • CFP Masters Retreat A Return to Early Tradition.  // Journal of Financial Planning;Dec1998, Vol. 11 Issue 6, p72 

    This article reports on the CFP Master Retreat Held by the Institute of Certified Financial Planners from October 15 to 18, 1998 in Tampa, Florida. The event revived the smaller size and more directed approach to retreats that were held in the institute's early years. Recognizing a need for a...

  • Money Management: Untying regulatory knots. Taylor, Mike // Money Management;8/16/2007, Vol. 21 Issue 30, p17 

    The article reports on the meeting of several leading financial planners in Australia in the middle of 2006. The meeting involved discussions about financial advice in superannuation. Clients are said to be understandable that their larger bank balances and higher level of disposable income need...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics