Grand Rapids Education Event PLUS Mix & Mingle

    October 30, 2017
    2:45 PM - 5:00 PM

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    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503

    In lieu of this month's Lunch & Learn Grand Rapids,
    we are planning a late afternoon presentation from
    Jackson National followed by a Mix & Mingle. 


     Rob Dearman from Jackson National

    Title:  "The 2020 Advisor:  A Vision for the Future of Advice"

    October 30, 2017

    CityFlats Hotel

    83 Monroe Center Street NW
    Grand Rapids, MI 49503

    $10/FPA Members ♦ $15/Non-FPA Members

    Registration:  2:45 pm
    Presentation:  3:00 pm to 4:00 pm
    *Mix & Mingle:  
    4:00 pm to 5:00 pm at CitySen (located in CityFlats Hotel)

    About the Presentation:  In a financial services marketplace that faces disruption from many sources, how can a financial advisory practice survive and grow?  In this engaging presentation, a former broker dealer CIO, TPAM CTO, RIA network executive, and strategist will share insights on the underlying forces that are shaping the future landscape of financial advice and provide insights on how to thrive and differentiate in the new service-driven economy by focusing on developing new practice competencies. Rob will be providing us insight on how you can disrupt-proof your practice in the coming years.

    About the Speaker:  Rob Dearman is head of Strategic Initiatives for Jackson NABU Legal and Compliance.  He provides leadership in many strategic industry projects and on industry boards such as DTCC, IRI, Morningstar, and FINRA.  Formerly, Rob was CIO and head of advisory for the NPH network, CTO of Curian, and chief architect for a global bank.  Rob has provided thought leadership for the financial industry for 20+ years and has helped thousands of reps anticipate and thrive in the face of market disruption created by regulation, product change, investor behavioral change, and technology.  

    *The Mix & Mingle is a fun opportunity to connect and collaborate with fellow
    FPA members and other financial professionals. Light appetizers and 
    a cash bar will  be provided.  

    Please Note:  NO CE's available for this presentation.


    $10.00 FPA MI Member

    $15.00 Non-FPA Member