Time
Registration 2:30 p.m.
Program 3:00 – 6:00 p.m.
Members
$35.00 (in advance)
$45.00 (at the door)
Guests
$55.00 (in advance or at the door)
Click here to register now!
Total CFP CEs
The 2 programs have been approved for a total of 3 hours of Continuing
Education for the following discipline: CFP®
Topic
1
The Recent Death of Modern
Portfolio Theory
The Markowitz, Hedge Fund, and Endowment Models failed badly during the
Credit Crisis. How will investment strategy evolve beyond these models?
Speaker
John Longo, PhD, CFA
Dr. Longo is a Clinical Associate Professor of
Finance & Economics at Rutgers Business School, and Chief Investment Officer
and Chairman of the Investment Committee for Acertus Asset Management, a
registered investment advisor with more than $400 million under management.
Dr. Longo has appeared on CNBC, Bloomberg TV, Bloomberg Radio, Fox
Business, BBC World, The (Ron) Insana Quotient and several other programs.
He has been quoted in the The Wall Street Journal, Thomson Reuters, Dow
Jones MarketWatch, The Chicago Tribune, The Star Ledger, Hedge Fund Alert,
FundFire, and dozens of other periodicals.
Topic 2
Alternative Assets within
Retirement Accounts
NuView IRA is a Self-Directed IRA administrator
that provides custodial services for individuals seeking to hold alternative
assets within their retirement accounts. Jason DeBono, will be providing an
overview of rules and regulatory issues to hold such alternative assets.
Speaker
Jason DeBono, CISP, General
Manager, NuView IRA Inc.
With nearly a decade of experience in
Self-Directed IRAs, Jason DeBono is currently the General Manager of NuView
IRA, Inc. Jason has appeared as a keynote and guest speaker throughout the
country; discussing Alternative Assets and Retirement Accounts with
Financial Planners, CPAs, Attorneys, Real Estate Professionals, and
Investors alike. Jason is a graduate of the University of Central Florida.
He also holds a Certified IRA Services Professional certification from the
Institute of Certified Bankers.
Click here to register now!
FPA®
is the community that brings together those who deliver
financial planning, those who support it and those who benefit
from it. FPA brings vital, life-enriching qualities to the
profession of financial planning and to our members. Knowledge,
Strength, Energy, Caring, Ethical values. A desire to support
and encourage others and contribute to their
happiness and success.
