Certified Financial Planner Board of Standards Inc.


SCHEDULE OF BREAKOUT SESSIONS
The General Session included breakout meetings of interest to everyone, including students, parents, educators and financial service professionals. View the main schedule for the General Session, including spotlight presentations and continuing education sessions.
Friday, August 4, 2006
7:45 - 8:40	Discussion of the Financial Fitness - Health Connection Earl W. Hanson, CFP® This discussion provided updates about current research on the interconnectedness of finance and health - as well as the potential for client intervention - being conducted by TwoMedicine Health & Financial Fitness, a leading firm in the preventive health industry, with strategic partners such as the Mayo Clinic Health Management Resources and Dr. E. Thomas Garman, Fellow and Professor Emeritus at Virginia Tech University and President of Personal Finance Employee Education Foundation, Inc. Also discussed were the costs of ill health and unhealthy lifestyles, and the financial impact on individuals and the organizations for which they work. Download Presentation
1:30 - 2:20	Breakout 1: Financial Greatness for the Working Class (presentation in English) Louis Barajas, CFP® Louis Barajas is a nationally-recognized expert in financial and business issues. He believes that creating abundance in underserved communities will happen only when people change their limiting and culturally conditioned beliefs about money. Barajas spoke about how members of the working class can achieve financial greatness.
	Breakout 2: Financial Literacy in the Schools Robert Duvall, President and CEO of National Council for Economic Education Topic description to come.
	Breakout 3: Financial Advisors in the Workplace: Urgent Need, New Approaches Kevin Condon, CFP® and Tim Cunningham, CFP® of Myfinancialadvice, Inc. Because Americans have the longest working hours in the world, the workplace is becoming a spot where people's most important personal financial decisions are made. Kevin Condon and Tim Cunningham discussed new internet applications that deliver financial advice to the workplace in an efficient, easy and enjoyable way. Download Presentation
2:30 - 3:20	Breakout 1: Financial Greatness for the Working Class (presentation in Spanish) Louis Barajas, CFP® Louis Barajas is a nationally-recognized expert in financial and business issues. He believes that creating abundance in underserved communities will happen only when people change their limiting and culturally conditioned beliefs about money. Barajas spoke about how members of the working class can achieve financial greatness.
	Breakout 2: Collaborating with CFP® Certificants to Open a World of Possibilities to Inner City High School Students Charlie Katz, National Academy Foundation In addition to touching upon the important role the National Academy Foundation (NAF) plays in supporting the development of America's youth toward personal and professional success, Katz discussed how the NAF's Academy of Finance (AOF) benefits the students, schools and CFP® certificants participating in an AOF career-themed curriculum. Download Presentation
	Breakout 3: The Psychological Foundations of Undersaving David Laibson, Ph.D., Professor of Economics, Harvard University Professor Laibson's work focuses on macroeconomics and human behavior. In this session he provided insights about why people find it hard to take actions today that will benefit them in the future. Download Presentation
3:30 - 4:20	Breakout 1: Mutual Funds 101 Mercer Bullard, President of Fund Democracy One of the most widely quoted experts on mutual fund issues in major publications, Mercer Bullard provided an introduction to mutual funds, including the pros and cons of these investment vehicles and their future in the American economy. Bullard is Founder and President of Fund Democracy and Assistant Professor of Law at the University of Mississippi School of Law. Download Presentation
	Breakout 2: Holding the Keys to the American Dream: Why U.S. Workers Need You Sally Hass, Weyerhaeuser Sally Hass believes that working in the financial services profession can provide meaning and fulfillment in your Third Age. Hass shared lessons learned from 20 years of financial education inside a Fortune 500 Company and explains why financial education is a winning proposition for employers, employees and financial service professionals. Download Presentation
	Breakout 3: Financial Planning as a Profession: A Personal Perspective Marilyn Capelli Dimitroff, CFP®, CFP Board's Board of Governors Marilyn Capelli Dimitroff offered her personal perspective on financial planning as a profession, including insights for those who are considering entering the financial planning industry. Download Presentation
	Breakout 4: Book Signing Louis Barajas, CFP®
4:30 - 5:20	Breakout 1: Mortgage Loans Jack M. Guttentag, Professor of Finance Emeritus at the Wharton School of the University of Pennsylvania Professor Guttentag has been concerned with the difficulties faced by consumers in the home loan market. He writes a weekly column on mortgages that is nationally syndicated. In this session, Guttentag provided information to help consumers navigate the home loan market more effectively. Download Presentation
	Breakout 2: Financial Literacy Is in Crisis, Let's Fix It Elisabeth Donati, Executive Director, The Money Camp Elisabeth Donati, Executive Director of The Money Camp, a non-profit organization that teaches kids and adults personal money management skills, addressed the financial literacy crisis in America and suggested ways to remedy. This interactive presentation illustrated the accelerated learning techniques that have helped The Money Camp change people's financial lives.
	Breakout 3: Leaving the Nest Dan Candura, CFP®, CFP Board's Board of Governors Dan Candura discussed the types of expenses that can be expected as a young person leaves home and explained the basics of student loans. Download Presentation
	Breakout 4: Financial Planning as a Profession: A Firm's Perspective David G. Strege, CFP®, CFA®, CFP Board's Board of Governors David Strege discussed the financial planning profession from the perspective of a financial service firm that employs financial planners. Download Presentation
	Breakout 5: Book Signing Louis Barajas, CFP®