This is a special invitation to attend the 2008 Financial Symposium of Champions. The Community Foundation hosts this event each year as a service for local financial professionals to earn their required education credits; this year we are extending our audience to individual attendees who have an interest in successful asset management during these challenging economic times.
Wednesday, October 8th, 2008 LPGA - International Room
At the World Headquarters for the Ladies Professional Golf Association in Daytona Beach.
Event Schedule: 7:30 - 8:30 AM: Registration and Breakfast
Seminar Speaker Program
**Continuing Education Credits Applied for CPA's, CLU's, Attorneys and CFP's** Speaker: Paul L. Comstock, Chairman Comstock Wealth Management Associates, Inc. 8:30 AM - Donor Advised Funds 1.0 Continuing Education Hour 9:30 AM - Estate Planning: It's Not About You 1.0 Continuing Education Hour 10:30 AM -Charitable Lead Trusts: Is Now the Time to do Them?
1.0 Continuing Education Hour
11:30 - 12:30 PM: Gourmet Luncheon with Keynote Speaker Ryan Lochte 1:30 - 5:30 PM: Golf, Course of Champions (Optional)
Ticket Prices: $30 per person or $75 per person including golf.
Reservations are required. Please RSVP by October 1, 2008.
About Our Speakers:
Our primary speaker will be Paul L. Comstock, Chairman of Comstock Partners (Houston, TX) recently named by Fortune Magazine as one of "America's Top Financial Advisors" with over $1.6 billion under management.
Our keynote speaker will be Ryan Lochte, 2008 Olympic Gold Medalist and multiple world-record holder, who will speak on the subject of champions and the importance of family support in building a winning team.
For further information, please contact Bill Ward at 386-253-0563 ext 246 or email [email protected]
|