Knowledge Circle Summit Preconference

FPA Knowledge Circle Summit
Tuesday, September 13, 2016
8:30 AM – 5:00 PM

Join the first FPA Knowledge Circle Summit to take an in-depth look at industry relevant topics with a mix of both international and domestic planner discussions and provides the opportunity for personal interaction with a variety of experts.  The FPA Knowledge Circle Summit will address FPA Knowledge Circles in a live setting to discuss client issues, tackle business objectives and connect you with global peers to develop key takeaways to apply to your practice.

Each Knowledge Circle  “session”  provides time for attendees to dive into conversation, networking and problem-solving for shared takeaways with their peers. The day also includes a lunch to provide attendees with additional time to network in a relaxed and casual setting.

FPA Knowledge Circle Summit attendees will receive an exclusive first look at the new FPA hands-on Tech Kiosks before the FPA Annual Conference begins! Experience an in-person tutorial with experts from a variety of financial planning software companies. A  great time to receive guidance, test and compare competing software and find complementary products that work in sync with your growing practice.


8:30 Welcome/Opening
8:45 - 10:15 International/Cross-Border Planning Knowledge Circle
The Case Study in Cross-Border Planning - Solving Two Very Complex International Financial
Planning Clients’ Scenarios
10:15-10:30 Break
10:35-11:35 Investment Planning Knowledge Circle
Investment Assumptions in Financial Planning Around the World: Creating a Global
“Big Picture” Resource
11:40-12:40 Theory in Practice Knowledge Circle
Research in Practice Panel Discussion featuring Dr. Barbara O’Neil, CFP®, CRPC, CFEd,
Dr. Martin Seay, Ph.D, CFP®, Dr. Michael Finke,  Ph.D., CFP® and Daniel Moisand, CFP®
12:40 - 1:20 Lunch
1:20 - 2:50 Retirement Planning and Women and Finance Knowledge Circles
Women and Retirement Security Panel Discussion featuring Cindy Hounsell, J.D., President of
Women’s Institute for a Secure Retirement (WISER), Mary Beth Franklin, CFP®, President
2:55 - 3:20 Tech Talk 1: Technology Arms Race: What’s Coming Down the Pike?
Moderated by Jennifer Goldman, CFP® MyVirtualCEO, LLC
3:20 - 3:30 Break
3:30 - 3:55 Tech Talk 1: Defining Your Value Proposition Through Technology
Moderated by Jennifer Goldman, CFP® MyVirtualCEO, LLC
4:00 - 5:00 Business Success Knowledge Circle 
How to Sell Your Practice Profitably and Transition Joyfully
Jack Beauregard author, CEO of STPI; Mary Ann Buchanan, CEO of RIA Match;
Roy Diliberto, CFP®, ChFC®, RTD Financial Advisors, Inc.; and author Emily Chiang, CFP®, MBA
5:00 - 5:30 Tech Kiosks Open/Tech Talk 3
Top Ten Marketing Automation Solutions
Moderated by Jennifer Goldman, CFP of MyVirtualCEO, LLC
5:30 - 7:00 Knowledge Circle Summit Reception
Exclusive First Look at FPA Tech Track 2016 and Presentation of Global Financial
Planning Awards


If you’ve already registered for the conference, and would like to add the FPA Knowledge Circle Summit to your registration, please contact a Member Services Representative at 800.322.4237 to for assistance.

Member Cost:  $149
Nonmember Cost: $199
Knowledge Circle Summit Reception Cost: $40 (spouses/nonparticipants)