John Tousley, Market Specialist with Goldman Sachs Asset Management, will explore the challenges faced in 2007 and address key drivers for 2008. He will also discuss how the year may play out and implications to portfolio strategy.
 
THE CHALLENGE OF TRANSFERRING WEALTH TO THE NEXT GENERATION

Presented by Robert B. Sansome, KidsWealth USA Inc., Tampa, FL
Are your clients concerned about the future of their family legacy/fortune? They should be! Are they looking for help to address the financial "illiteracy" of their children or grandchildren? Absolutely, and you play a key role in closing the gap for them! 70 million Americans worry about money on a daily basis; while as many as 1 in 4 employees are under such financial stress that it is costing American businesses hundreds of millions of dollars annually. Hear Rob Sansome, financial education expert, describe the condition of growing financial problems and discuss several indicators of potential concerns for many American families and our economy. The problem can be solved, but we must begin now. Rob will show how financial planners can play a critical role in helping their clients address the issue in a simple, effective approach.

ABOUT OUR SPEAKERS
Robert B. Sansome, KidsWealth USA Inc., Tampa, FL
In January, 2006 Rob joined KidsWealth USA Inc to help market a revolutionary program that will change the way the next generation will deal with money. A native of Canada, Rob obtained his commercial pilot’s license shortly after graduating from high school and went on to enjoy a successful career flying corporate aircraft for over 10 years. Wanting to add to his education, he graduated from business school in 1979 after which he joined one of Canada’s leading banks. He and his family moved to Lakeland, Florida in 1984 where he continued in banking for another 16 years with Bank of America. In 2001 he successfully obtained his Series 7 Securities License. He is an adjunct instructor with Polk Community College and is often a guest speaker on the topic of financial education. He has presented to such organizations as: the Maryland Financial Planners Association, the Florida Financial Literacy Council, CPAlliance, Sylvan Learning Centers along with individual companies such as Cargill Juice, and Delta Airlines.

John B. Tousley, CFA, Goldman Sachs Asset Management, Chicago, IL
John is Vice President, Senior Market & Portfolio Construction Specialist with Goldman Sachs Asset Management. John has been with Goldman Sachs for 6 years and is primarily responsible for fixed income, asset allocation, and portfolio construction specialization. Prior to joining the product management team, John was a member of the GSAM portfolio management team, specifically focusing on tax-exempt and short duration fixed income. John has 16 years of industry experience as an investment professional and portfolio manager. As a portfolio manager, John managed large cap equity, taxable and tax-free fixed income portfolios. In particular, John managed two publicly traded municipal bond funds that consistently produced top Lipper rankings. John received a B.A. in Economics from Brigham Young University in 1991 and is a CFA charter holder.

AGENDA
5:30 - 6:00 PM - Registration, Drinks and Networking
6:00 - 8:00 PM - Dinner and Presentations
 
COST
In Advance - Members: $45 / Non-Members: $55
At the Door - Members: $55 / Non-members: $70 
 
TO REGISTER

• Fax or mail registration form and credit card payment(Fax: 305-470-7487 / Mail: FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982)
• Mail registration form and payment by check to FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982
• Call 786-390-7655 to register by phone with a credit card
• CLICK HERE FOR PDF REGISTRATION FORM

Payment must be received by January 18, 2008, or guaranteed with a credit card. Cancellations received 48 hours prior to the meeting will receive a full refund. No-shows will be invoiced.

WHERE
Hurricane 100 Room, University of Miami BankUnited Center, 1245 Dauer Dr., Coral Gables
CLICK HERE FOR PDF DRIVING DIRECTIONS AND PARKING INFORMATION

CE
Approved for 2 CFP CE hours.