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The Financial Advisor Symposium Chicago, 2008 We are excited to return to Chicago for The 11th Annual Financial Advisor Symposium Chicago, co-produced by InterShow and Financial Advisor magazine. This year’s Symposium will take place October 13-16, 2008, at the Sheraton Chicago. Over the course of this 2-1/2 day event, more than 30 hours of education will be provided, addressing some of the most pressing issues facing advisors today. Our intensive seminars, interactive panels and workshops, and state-of-the-art Exhibit Hall will introduce you to the newest and most successful tools and strategies for managing your practice and your clients’ assets, and their retirement planning. Plus, you have the opportunity to earn continuing education credits.   Robert Froehlich Deena Katz Robert Arnott Mark Hurley ...and many more!     The 2008 Symposium will offer two registration options - free limited access and full-conference access. FREE Conference Admission Limited-access includes: • Access to the exhibit hall with over 80 hand-picked leaders in financial products and services providers • Great networking opportunities with other advisors at breakfasts, lunches, and cocktail receptions • Sponsor presentations with breakfasts and lunches   FULL Conference Admission - $99 by September 30, $149 thereafter Includes all the above plus: • 2-1/2 days of high-quality educational panels and workshops on a wide range of topics from asset allocation to tax-structured investing and other issues critical to advisors • CEU and IMCA continuing education credits • Face-to-face Q&A opportunities with industry experts • Basic listing in FinancialAdvisorMatch.com, an online directory offering advisors exposure to millions of individual investors  Highlights of The 2007 Financial Advisor Symposium Chicago ‘It’s all about the client’ was the mantra heard by the thousands of attendees at the recent Chicago Financial Advisors Symposium.  Advisors learned all about the prevailing and upcoming trends in the industry from experts, including Mark Hurley, Robert Arnott, Dr. Robert Froelich, Mark Goldberg, and Charlie Cook. And they found a wide variety of offerings in the 40 hours of education featured at the conference. Read on for a sampling of the Best of Show… Register NOW for The Financial Advisor Symposium Chicago, 2008 Sponsored By Stock & Fund Recommendations Fresh from The Financial Advisor's Symposium in Chicago—here is a sampling of what the nation's top financial advisors are buying: Autodesk (ADSK) Research more...   Elizabeth Bramwell, Sentinel Asset Management, Inc. Berkshire Hathaway (BRK.A) Research more...   David Winters, Wintergreen Advisers, LLC Carnival (CCL) Research more...   Robert Froehlich, DWS Scudder CB Richard Ellis (CBG) Research more...   John Rogers, Ariel Capital Management, Inc./Ariel Mutual Funds Colgate-Palmolive (CL) Research more...   Elizabeth Bramwell, Sentinel Asset Management, Inc. Click Here For More Buy Recommendations (Note: These recommendations were made at the Financial Advisor Symposium, Chicago, October 8-10, 2007. For current views from the expert(s), visit their MarketResource page). Spotlight on the Experts l Is Your Fund a Good Steward? Christine Benz from Morningstar says returns and expense ratios don’t tell the whole story when it comes to the difference between a good and bad fund... l A Store of Cash Comes in Handy David Winters of Wintergreen Advisers says a great investment strategy is holding a good cash cushion to take advantage of market panics... Best of Show Sponsors Register NOW for Upcoming Symposiums The Financial Advisor Symposium Chicago • Chicago 10/13/2008 - 10/16/2008 Sheraton Chicago The Financial Advisor Symposium Las Vegas • Las Vegas - FA 4/29/2009 - 5/1/2009 Caesars Palace The Financial Advisor Symposium Orlando • Orlando 11/9/2009 - 11/11/2009 The Peabody Hotel Practical & Practice Advice l Re-inventing Retirement Deena Katz of Evensky & Katz said advisors need to expand their focus way beyond traditional financial planning to meet the needs of the baby boom generation. l IPOs May Give Your Portfolios a Lift Interested in IPOs? Linda Killian from Renaissance Capital discusses the resurgence of the market and one way for investors to participate. In-Depth Strategies for Building Your Client Base l Life Settlements: An Undiscovered Asset Many clients are sitting on an underused asset—their life insurance policies. Find out how the experts use life settlements to make the most of these assets. l Financial Planning for the Middle Class Client Many financial advisors pursue just the top 1% wealthiest clients. If that sounds like you, this panel of experts, hosted by Tracey Longo of Financial Advisor magazine, say you may be overlooking loyal, profitable clients. Is Your Practice Ready for the Future? l Charlie Cook’s Political Outlook for 2008 The pundits are weighing in on the 2008 election. Here’s what Charlie Cook of The Cook Political Report, is forecasting l New Roads to Excess Return In a special presentation, Robert Arnott discussed some of his latest research, focusing on his proprietary Fundamental Index™ FA Library Financial advisors would do well to realize that not only is the environment for your services changing, but so are the clients. Two new books set out to tackle those subjects… l Financial Planning: The Next Step by Roy T. Diliberto l Advisor for Life by Stephen D. Gresham Our Symposium Sponsors Gold Sponsors: Silver Sponsors: