For Press Credentials Contact:
Aaron West
800/226-0323
AaronWest@intershow.com
For Immediate Release
Financial Advisors Flock to Symposium to Earn Continuing
Education Credits
SARASOTA, April 8, 2008 -- InterShow, the world's leading producer of investment trade shows and cruises, will bring together hundreds of financial advisors at The 4th Annual Financial Advisor Symposium, April 16-18, 2008, at the Mandalay Bay Resort & Casino. Over the course of 2 ½ days, attendees will not only network with nearly 1,000 fellow FAs, meet with the leading service and product providers, and hear from industry experts during panels and workshops, but also earn valuable continuing education credits that will go towards their certification requirements.
Full-conference attendees can obtain two types of CE credits at The Symposium during approved events— Certified Financial Planner Board of Standards CE credits for Certified Financial Planners (CFP™) and newly offered non-Investment Management Consultants Association CE credits for Certified Investment Management Analysts (CIMA®). CFPs are eligible to earn up to 13 credits while CIMAs can earn a maximum of 14.5 credits.
A Sampling of Sessions that Qualify for CE credits include:
- A Practical Guide to Establishing a Successful Financial Life Planning Practice – Nationally recognized financial life planners and speakers Elizabeth Jetton and Roy Diliberto, will lead this practical workshop on how to develop a successful and rewarding financial life-planning practice that will set attendees apart from their competitors.
- Hidden Gems in Europe and the ‘Other’ Asia – Hear what two portfolio managers who specialize in this region have to say about its future and where they’re finding attractive valuations.
- Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families – Author Steve Gresham offers insights into the relationship between top advisors and millionaire households.
- A Glimpse of the Advisor/Client Relationship – This session explores the relationship of one advisor, Ross Levin, and his client, Mark Tibergien, on issues such as managing a relationship when the client lives more than 1,000 miles away, when the client needs the primary advisor and when he can work with another staffer, and determining what’s really important long-term.
- Financial Life Planning’s Future – Leading financial advisor Ross Levin probes two of the movement’s leading thinkers about where they think the art of life planning is headed.
- The Outlook for the Global Fixed-Income Markets – Financial Advisor magazine’s editor-in-chief, Evan Simonoff, moderates this panel of experts as they reveal their near- and long-term forecasts for the global fixed-income markets, as attractive prospects in the year ahead.
Non-IMCA credits aren’t the only new thing at The Symposium this year. There will be extensive new education and industry experts featured, Q&A sessions with speakers in the exhibit hall, a networking reception at Mandalay Bay’s exclusive RumJungle Lounge, and a Knowledge Center where attendees can browse the latest books, CDs, and DVDs—even have their book autographed by their favorite speaker/author.
For additional information including The Symposium schedule, featured topics, and speakers, please call Aaron West at 800/226-0323, or visit: www.financialadvisorsymposium.com
About InterShow
InterShow, the world's leading producer of investment trade shows and cruises, is a privately held company headquartered in Sarasota, Florida, USA. Founded in 1978 by Charles and Kim Githler, InterShow's events include The World Money Show®, The Money Show®, The Traders Expo®, The Forex
Trading Expo®, The Financial Advisor Symposium®, and luxurious investment cruises, that each year bring approximately 50,000 private investors, traders, and financial advisor delegates together with world-class analysts, top-performing mutual fund and separate account portfolio managers, and independent investment and trading advisors, in live and interactive forums designed to educate and empower all participants.