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


Wednesday, October 26, 2011

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

FINANCIAL PLANNING AND THE THREE-DIMENSIONAL FIDUCIARY

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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