2LIVEWELL

a retirement planning blog for women of Southern Maryland

2LIVEWELL - a retirement planning blog for women of Southern Maryland

Press Release: Parker to Chair Symposium on Wealth Management for Affluent Seniors

(La Plata, MD) Parker Financial, LLC announced today that Christine Parker, CFP® will chair the Financial Planning Association® of the National Capital Area Chapter (FPA NCA) 2012 Winter Educational Symposium, the largest annual gathering of the financial planning professionals in the Washington D.C. metropolitan area, to be held January 27, 2012 at the Dulles Hyatt, a state-of-the-art conference center in Herndon, Virginia.

The FPA NCA 2012 Winter Educational Symposium will bring together industry thought leaders, leading geriatrics researchers and corporate partners. The theme of this year’s symposium is Wealth Management for Affluent Seniors: Sophisticated strategies for financial professional to help address the complex legal, financial, housing and health needs of affluent clients as they age.

Keynote speaker Greg Valliere, chief political strategist of Potomac Research Group wil handicap the 2012 elections and highlight why affluent seniors and their advisors should care about the elections.

Make the most of attending by engaging in hot senior topics, including vulnerabilities of affluent widows and widowers. “Affluent older clients need peace of mind that you can help them overcome the challenges of managing and distributing wealth as they age – this symposium will focus on how to provide competent care, says Christine Parker, CFP®, chair of the FPA NCA 2012 Winter Educational Symposium.

Industry experts from aound the country will present at this year’s symposium, including: Dan Candura, CFP®, founder of Candura Group, LLC and member of the Board of Directors of The Certified Financial Planner Board of Standards, Inc., Don Blandin, president of Investor Protection Trust, Karen Roberto, Ph.D., director of the Center for Gerontology, Institute for Society, Culture and Environment, Virginia Tech, Shelly L. Jackson, Ph.D., assistant professor of Psychiatry and Neurobehavioral Sciences Institute of Law, Psychiatry and Public Policy, University of Virginia, Beth Shapiro Kaufman, JD, partner at Caplin & Drysdale, Brent Burns, president and co-founder of Asset Dedication, LLC, William Meyer, founder and chief executive officer of Retiree, Inc. and Social Security Solutions, Inc., John L. Olsen, CLU, ChFC, AEP, president of Olsen Financial Group, Melissa Beck, regional director, LIVHome, and Steven Starnes, CFP® financial planner at The Monitor Group.

Discounted symposium registration is offered through December 15, 2011: $250 for FPA NCA members; $300 non-members and $250 for non-profit association staff. To register and learn more about symposium, visit www.fpanca.org.

FPA NCA is the preeminent organization for financial planning professionals in the Washington, DC area including the District of Columbia, suburban Maryland and Northern Virginia. Personal finance expert for women, Christine Parker, CERTIFIED FINANCIAL PLANNER™, president of Parker Financial, LLC is a member of the Financial Planning Association® (FPA®) and serves as 2011 chairman of the FPA NCA.

For more information, please call Christine Parker, CFP® at 301-392-1010.

Parker Financial, LLC press release reprint.

Site last updated October 29, 2014 @ 9:07 am; This content last updated December 5, 2011 @ 6:48 pm About Parker Financial, LLC Parker Financial, LLC is owned by Christine Parker, an award-winning Certified Financial Planner™ professional and personal finance expert for women. Established in 2007, Parker Financial, LLC is an independent fee only registered investment adviser in the state of Maryland. Address: 9300 Endowment Place, La Plata, MD. | Call toll-free 866.681.PLAN (7526)