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2008

Eleventh Annual Continuing Education Symposium

Friday, October 10, 2008

8:30 a.m. - 4:30 p.m.

(Registration begins at 8:00 a.m.)

Norfolk Airport Hilton Hotel

1500 N Military Hwy

Norfolk, Virginia 23502

"TITLE" 

Applying to the CFP Board for SIX hours CFP^® Continuing Education Credit.

Applying for SIX hours Virginia Life Insurance Continuing Education Credit.

(Non-Company / Non Agency)

(May be accepted for EA and CPA CE credit -- consult EA or CPA CE program requirements.)

More about CE credits

Click here for the SYMPOSIUM BROCHURE

Click here for a REGISTRATION FORM

"Legal Issues Facing The Baby Boom Generation"

TODD J. PRETI, JD, Principal, Midgett & Preti PC

Mr. Preti is a graduate of Randolph-Macon College in Ashland, Virginia and earned his Juris Doctor degree from the T.C. Williams School of Law at the University of Richmond.  While at the T.C. Williams School of Law, Mr. Preti was a Merit Scholar and was named to the University of Richmond Law Review and the Moot Court Board.  Mr. Preti practices in the areas of estate planning, estate and trust administration, fiduciary litigation, elder law and family business planning.  He is experienced in guardianship/conservatorship proceedings and is certified by the Virginia Supreme Court as a guardian ad litem.  Mr. Preti lectures frequently on estate planning and probate administration matters as well as business law matters.  He has served as an Adjunct Professor of Law at Regent University School of Law, where he taught Mergers and Acquisitions.  His civic activities include membership in the United Way of South Hampton Roads and he served as Area Commissioner for the Virginia Rush Soccer Club (Great Neck).  He is a member of the Hampton Roads Tax Forum, the Hampton Roads Estate Planning Council, the National Academy of Elder Law Attorneys and the Hampton Roads Chapter of the Financial Planning Association.  He is also Past President of the Hampton Roads Chapter of the Financial Planning Association.

JOHN T. MIDGETT, JD, Principal, Midgett & Preti PC

John T. Midgett is a principal in Midgett & Preti PC.  His practice is concentrated in the related areas of estate planning, administration and taxation, elder law, and family business planning.  John is a native of Hampton Roads, having graduated from Lake Taylor High School in Norfolk in 1971.  He is also a graduate of the University of Virginia, where he attained a Bachelor of Arts degree, with Distinction in 1975.  He is a 1978 graduate of the T.C. Williams School of Law at the University of Richmond, where he was a member of the Law Review.  John is a former instructor for the estate planning and administration programs at Tidewater Community College.  John has also written and lectured to other attorneys, accountants, and trust officers in the related areas of estate planning, taxation and administration for the continuing education required in the various professions.

In addition to his practice and speaking schedule, John is actively involved in the Hampton Roads Estate Planning Council, the National Academy of Elder Law Attorneys, and the Duke University Estate Planning Council.  John is also the Immediate Past President of the Hampton Roads Gift Planning Council.  In May, 2006 he was elected by the Board of Directors of the National Association of Estate Planners & Councils as an Accredited Estate Planner.  John has been rated as "AV" in the areas of estate planning and administration, the highest designation available to attorneys in the Martindale-Hubbell Law Directory.  John has been named to Virginia Business Magazine's Legal Elite, and has been included in the 2006 and 2007 editions of The Best Lawyers in America.

"Risk Management: P&C 101 - Understanding Basic Coverage (Auto, Home, and Umbrella)"

SHANNON MATTIZA, Marketing Manager, Property & Casualty Insurance, First Command Financial Services, Inc.

Shannon Mattiza is a Property and Casualty Marketing Manager at First Command Financial Services in Fort Worth, Texas.  Shannon has played an instrumental role in the development of the Property and Casualty Insurance team traveling nationally to educate First Command Financial Advisors on the importance of understanding Property and Casualty coverage as part of the risk management cornerstone of the client's financial plan. Shannon enjoyed a full scholarship playing basketball for Baylor University while earning her Bachelors of Art major, emphasizing Graphic Design.  At Baylor, she also took many marketing classes which prepared her for her current Marketing Manager role.  Today, Shannon is working towards the first of many designations within Property and Casualty field, the Certified Insurance Counselor.  Shannon lives in Midlothian, Texas with her husband, Scott, and their two boys, Dalton and Haylen.  She is active within her community, school district and with the Midlothian Sports Association.

"Retirement...Uncle Sam, Your Silent Partner?"

MARY JO O'CONNOR, CPA, Goodman & Company

Mary Jo has been in public accounting since 1983.  Her areas of expertise include tax planning and compliance for individuals, closely-held businesses, trusts and estates.  She has worked with companies and individuals in real estate investment and development, farming, construction, professional practices, retail and service industries.  Her professional and community service activities include:  American Institute of Certified Public Accountants, Virginia; Virginia Society of Certified Public Accountants, Virginia; Lynnhaven House, Treasurer; Commercial Real Estate Women of South Hampton Roads, Charter Member; Goodman & Company's Real Estate Specialization Team, Member.

PATRICK L. SHULER, CPA, Goodman & Company

Patrick has 23 years of experience in the accounting profession.  In addition to his public accounting experience, Patrick has served as the chief financial officer for a national organization and in other key financial and managerial roles in the private sector.  Patrick's area of expertise in financial and consulting services includes developing accounting systems and implementing business strategies.  He offers assistance relating to capital formation and expansion of business parameters with extensive experience in consulting for small businesses and ensuring compliance with regulatory requirements relating to presentation and reporting of accounting data.  Patrick also has experience in the implementation of control systems and training individuals in accounting-related roles, as well as providing other tax and financial related services.  Patrick also works closely with the owners of small-to-medium sized business clients, advising them on a wide range of accounting and auditing issues.  Additionally, Patrick is a frequent lecturer for various states for continuing professional education and has received various awards for his instructed courses and exemplary leadership.  

"Asset Allocation Across the Economic Cycle"

TODD PORTER, CFA®, Chief Investment Officer, Fund Architects

Todd pioneered building asset allocation portfolios when he was Chief Investment Strategist at Morningstar Associates and manager of the Transamerica/IDEX Asset Allocation fund of funds.  During his 10-year tenure at Morningstar he analyzed a wide universe of funds.  He has 16 years of investment experience with extensive macroeconomics training from the University of California, Berkeley and Harvard University.

"Everything You Wanted To Know About Ethics But Were Afraid To Ask. An Edutainment Experience"

JEFFREY W. LANG, Sr., CFP®, MSM, MSFS, CLF, CRPC®, Managing Principal, Lincoln Financial Advisors

Mr. Jeffrey W. Lang, Sr. is a Financial Planner and the Managing Principal of the Baltimore office of Lincoln Financial Advisors, a Registered Investment Advisor and Broker-Dealer.  He attended Towson University in Baltimore, Maryland.  He received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 1984.  He attended The Richard D. Irwin Graduate School at the American College where he earned a Master of Science in Financial Services degree in 1992, the Master of Science in Management degree in 1995 and a Chartered Leadership Fellow designation in 2004.  He was the recipient of LFA Baltimore's prestigious Legacy Award in 1997.  The FPA of Maryland awarded Jeffrey its 2004 Planner of the Year.  Currently, he is a member of the adjunct faculty for professional studies for the CFP® program at the University of Baltimore and Villa Julie College.  He is frequently invited as a guest lecturer at The American College, The University of Maryland, The University of Baltimore, as well as professional associations.  Jeff is also a member of the Financial Planning Association of Maryland and served as its President in 2003 and it's Chairman in 2004.  Jeffrey has been active in the financial services industry since 1976.  Jeffrey has acquired additional training in mergers and acquisitions for small to medium size businesses.  Jeffrey W. Lang, Sr. is a published author, public speaker, and has been a guest on numerous radio/television programs.  He resides in Reisterstown, Maryland with his wife Darlene and their three children.

Applying to the CFP Board for SIX hours CFP^® Continuing Education Credit.

Applying for SIX hours Virginia Life Insurance Continuing Education Credit.

(Non-Company / Non Agency)

(Should also be accepted for CPA, EA, & PACE)

More about CE credits 

Click here for a Registration Form

Click here for map and directions from Mapquest^®

Norfolk Airport Hilton Hotel

1500 N Military Hwy

Norfolk, Virginia 23502

Hotel reservations: (757) 466-8000

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