Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Thursday, October 27, 2011

9:05 AM - 10:00 AM
Track: Financial Planning View Track

PANEL DISCUSSION: CPAS WHO ARE NOW FINANCIAL PLANNERS

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Panelist: Tony Batman, CPA, CFA®, CFP® Chairman & CEO, 1ST GLOBAL
Mitchell Freedman, CPA/PFS, AIF® Founder and President, MFA FINANCIAL ADVISORS, INC. & M. FREEDMAN & CO., INC. AN ACCOUNTANCY CORPORATION
Panelist: John Napolitano, CFP, CPA Chairman & CEO, US WEALTH MANAGEMENT LLC.
Panelist: Christopher Odem, CIMA Managing Director, OPPENHEIMER & CO.-PROFESSIONAL ALLIANCE GROUP

Hear it straight from the horse’s mouth.  These successful CPAs who are now also financial planners share their experience of:

  • Things to consider before entering the market
  • Licensing required
  • Avoiding common mistakes
  • Growing your client base

 

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