See You at FPA B.E. in Boston? Here's How to Find Marie Swift.

I'll be at the FPA B.E. Conference in Boston. Find me and say hello!

I'll be hanging around these booths -- all of which are Impact friends and clients, all of which offer some pretty fantastic solutions for independent advisors and allied institutions:

• Vanare | NestEgg - Table #17

• Client Driven Practice - Table #15

• Scottrade Advisor Services - Booth 308

• Strategy and Resources - Booth 302

• Entreda - Table # TBD

• GuideVine.com - Table #TBD

• Everplans Pro - Table #TBD

See the interactive map of the exhibit hall for visual of the booths and tables.

I will also be live tweeting some of the sessions including:

Retirement Roundtable - Sept 26 at 2:20 pm ET
Robert Powell, respected journalist

Cutting College Costs - Sept 26 at 4:30 pm ET
Lynn O'Shaughnessy, respected columnist

New Rules of Marketing and PR - Sept 26 at 8:00 am ET
Jill Schlesinger, respect journalist

Robo-Advisors Point / Counter Point - Sept 27 at 2:20 pm ET
Michael Kitces (Nerds Eye View), Rich Ellinger (Wealthminder), and Lex Sokolin (Vanare | NestEgg)

Investing Roundtable - Sept 27 at 3:55 pm ET
Advisor Partners CEO - Dan Kern

M&A and Succession Planning / Financing - Sept 27 at 5:00 pm ET
Marion Asnes (Idea Refinery) + Folks from Live Oak Bank and FP Transitions

Unfortunately, I have a flight on Monday September 28 -- I am heading right to Phoenix so I don't miss too much of the Bob Veres' Insider's Forum (and I am also speaking there alongside with my strategic partner Marion Asnes) -- or I would have loved to attend the Women and Investing session sponsored by Money Magazine and staffed by a host of awesome women I know (sorry ladies, alas a different duty calls). 

If you haven't signed up yet for the Insider's Forum, you can save $75 off your first registration with this code:

2015IMPACTCOMM

If you want to find me at FPA B.E. and prefer not to look for a "chance encounter" please stop by the Strategy and Resources booth #320 and leave a message with whoever is there. If you leave your cell phone number or mobile email, I will be in touch and we can meet up!

Trends That Matter: Top Issues for Major Firms Today

Matt Lynch, Managing Partner at Strategy and Resources, LLC will discuss trends that affect major firms, from the “vendor identity crisis” to “regulatory pressure,” to “trends in advice” as well as “succession issues” and “micro-marketing.”

Matt's presentation will be followed by table discussions centered around the key trends, facilitated by Strategy and Resources' resource partners (industry thought leaders Marie Swift, Julie Littlechild, Marty Miller, Joni Dunn, Scott Taylor, Mitch Vigeveno, Bob Cogan and Marion Asnes), after which the group will share its conclusions.

WHEN:      Friday, September 25, 2015 from 3:00 - 4:00 pm ET

WHERE:    FPA Major Firms Symposium in Boston, MA

WHAT:      Trends That Matter: Top Issues for Major Firms Today
                 ~ Featured presentation by Matt Lynch and strategic partners ~

WHO:        Executives from Major Firms in the Financial Services Industry

WHY:        Enjoy a full day of interesting dialog and presentations thanks to 
                  FPA and supporting sponsors shown below 

Email your RSVP request to Lucy Solomon at FPA