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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

Wednesday, October 26, 2011

11:55 AM - 12:45 PM
Track: Financial Planning View Track


John P. Napolitano, CFP ®, CPA, PFS, MST, RLP® Chairman and CEO, U.S. WEALTH MANAGEMENT, LLC

The term Fiduciary has been a part of the accounting culture since the first debit was posted by the windows.  But lately, the “F” word is taking center stage in the financial services world.  In this session, learn about the consequences of the Fiduciary Standard for CPA Financial Planners and how to apply the fiduciary standards to your clients, your business and for all of your stake holders. 

This session will show you how a vibrant, fiduciary based financial planning practice can:

  • improve firm value
  • increase revenues and profits
  • strengthen client relationships


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