FSDA Past Events
FSDA Industry Outreach Program
Wednesday, October 4, 2017
8:00 a.m. Registration
8:15 a.m. Full Breakfast Buffet
8:30 a.m. Welcome & Opening Remarks
8:35 a.m. - 8:50 a.m. Jimmy Patronis, Florida's CFO
8:50 a.m. – 9:50 a.m. Panel Discussion
9:50 a.m. – 10:00 a.m. Networking Break
10:00 a.m. – 10:45 a.m. Keynote Speaker
10:45 a.m. - 11:00 a.m. Wrap Up & Questions
"Meeting the Challenges of an Aging Client Population” – The objective of the program is to educate financial advisors and others in the securities industry on the resources available to help their aging clients.
Jimmy Patronis - Chief Financial Officer of the State of Florida
Sarbjit Nahal – leads Thematic Investing Strategy team at Bank of America Merrill Lynch Global Research
Michael Origlia (Moderator) - Senior Vice President, Branch Manager for Wells Fargo Advisors
Ellen S. Morris, Esq. partner with Elder Law Associates PA. Her practice is devoted to litigation in the guardianship, fiduciary, estate, trust, nursing home residents’ rights and broad elder law areas, and transactional work in elder law, including wills and trusts, guardianship and guardianship advocacy, Medicaid and nursing home planning, Medicaid applications, disability planning, special needs trusts, asset preservation planning, and estate and trust administration.
Janice Williams – Vice-President, Client Services Matrix Home Care LLC - Known for her deep personal commitment to Matrix clients, Janice Williams is an experienced heath care manager, and an effective advocate for the aged.
Matthew Raisman - Long Term Care expert with Lincoln Financial Group
Representative from FAU's Memory & Wellness Center - The Louis and Anne Green Memory & Wellness Center is a unique and integral component of the Christine E. Lynn College of Nursing and is grounded in the College's philosophy of caring. The mission is to meet the complex needs of persons with memory disorders, such as Alzheimer's disease, and their families through a comprehensive array of services, compassionate and innovative programs of care, research, and education.
CLE, CPA & CFP continuing education credit applied for
Boca Raton Marriott at Boca Center
5150 Town Center Circle
Boca Raton, FL 33486
Have questions about this program? Email your questions to firstname.lastname@example.org
FSDA Events: FSDA members meet several times each year to discuss objectives and develop strategies for achieving these objectives. The FSDA holds its Annual Legislative Summit in Tallahassee early in the legislative session during which members meet in both formal and informal settings with key regulators and legislators to discuss policy and pending and proposed initiatives, and to enhance relationships. The Board holds a meeting following the legislative session to evaluate the effectiveness of its efforts during the session. It also holds a fall meeting to prepare for the upcoming legislative session and conduct its regular business. Committees meet throughout the year to conduct committee business. The members communicate throughout the year as needed.