THE FJMC HEALTH, WEALTH AND RETIREMENT CONFERENCE
Registration fee of $40 for men or $25 for spouses covers continental breakfast, conference and box lunch.
Sponsored by – The Retirement Corporation of America (RCA) and Merrill Lynch
Purpose: To provide men and women with the necessary tools to be better understand personal wealth building at any age and wealth level.
FJMC would like to thank our Title Sponsors, Retirement Corporation of America (RCA) and Merrill Lynch for their generosity in sponsoring this year’s Wealth Management Conference and Western Florida Golf Outing.
Our Presenters include:
Christopher F. Kiley CFP ®, CRPS®, Senior VP of Advisory Services at Retirement Corporation of America
Chris Kiley is a Certified Financial Planner (CFP ®) and a Chartered Retirement Plans Specialist (CRPS®), and is the Senior Vice President of Advisory Services at Retirement Corporation of America. Chris joined Retirement Corporation of America in 1997, and leads the advisory team in providing financial guidance and investment management to the firm’s clients. In addition, Chris is an executive member of RCA’s Investment Policy Committee, which provides ongoing strategic guidance to the firm’s Portfolio Management Team. RCA offers a wide range of Managed Investment Accounts, in addition to a web offering that provides professional management to smaller investors.
Roy Cook, Senior Vice-President - Wealth Management at Merrill Lynch in Boca Raton, Florida
Roy is a Certified Financial Planner"tm" certificant, a designation awarded by the Certified Financial Planner Board of Standards Inc. Roy has more than twenty five years of hands on experience, in the real world of wealth management. Roy is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Maury was named among the 2012 Bloomberg 50 Most Influential people in global finance. Maury has just published a new book “Inside the Crystal Ball: How to Make and Use Forecasts”. Maury was a keynoter at the 2013 WMC. His book will be available for purchase and signing. Maury Harris has been named numerous times to the Institutional Investor All-America Research Team over the past two decades. Dr. Harris is a past President of the Forecaster’s Club of New York. In the January, 2012 issue of the Bloomberg News monthly magazine, Maury and his team of economists were judged to be the most accurate US economic forecasters in 2011 and 2010. Prior to the UBS AG acquisition of PaineWebber Incorporated, he was the Chief Economist for PaineWebber. Before that, Dr. Harris worked for the Federal Reserve Bank of New York and The Bank for International Settlements. Dr. Harris holds a PhD in economics from Columbia University, an MA in economics from Columbia University, and a BA in economics from University of Texas, where he graduated Phi Beta Kappa. Maury is married with two children and a member of Park Avenue Synagogue Men’s Club.
Lyon Lenny Roth, Financial Advisor at UBS Financial Services in Aventura, Florida.
Lyon is Senior Vice President at UBS Financial Services in Aventura, Florida, a member of the Israeli Consulate’s Speakers Bureau and the Chairman of Israel Bonds Southeast Florida. Lyon is a member of AIPAC's national Congressional Club and also co-chairs the Florida Congressional Committee PAC which supports pro-Israel senators and congressmen on a bi-partisan basis. Lyon speaks frequently on topics relating to Israel, the political and economic climate in the Middle East, energy security, and environmental sustainability. Prior to joining UBS, Lyon was a private wealth manager at Merrill Lynch and Sanford Bernstein. Lyon began his professional career as a mergers and acquisitions attorney with Wachtell, Lipton, Rosen & Katz in New York and then spent six years as a senior executive at Koor Industries in Tel-Aviv, Israel.
Lyon is a graduate of McGill University and Harvard Law School. Following law school, Lyon served as a law clerk to Madame Justice Claire L’Heureux-Dube of the Supreme Court of Canada. Lyon is an adjunct professor of Business Law and Ethics at Nova Southeastern University in Fort Lauderdale and at Ben Gurion University (BGU) of the Negev. He is also a governor of BGU and chairman of the university’s investment committee in the U.S. Lyon is fluent in English, French, and Hebrew.
Wednesday, July 8th
8-8:20 AM Registration
8:20-8:30 – Richard and Gary welcome and recognize our Title Sponsors
Keynote – Economic Overview
8:30-9:10 - Introduction by Gary Smith
Chris Kiley - Economic overview Future investment themes and long term trends - RCA
Finance across the Generations
9:10-9:55 - Richard Gray - Moderator
Roy Cook – Multi-generational financial education - Merrill Lynch
Lenny Roth - Intergenerational wealth issues - UBS
9:55 to 10:10 - Break
Investment Tools from the Professionals
10:10-11:05 – Les Agisim - Moderator
- Maury Harris - Economic Forecasting - UBS
- Lauren Rudd - assessing individual stock risk and reward – Rudd International
- Howard Safer – assessing mutual fund and ETF risk and reward- Argent
Insurance as a framework for borader financial decisions pre- and post-retirement
11:05-11:50 – Lenny Roth - Moderator
Abe Garcia - Planning your insurance needs for your pre-retirement years
Israel as World’s Leading Innovator and your Opportunities
11:50-12:30 - Closing Sessions over box lunch - Israel as World’s Leading Innovator
- Larry Glazer - Moderator - Mayflower Advisors, LLC
- Jonathan Medved - Israeli innovation and startups rule - Ourcrowd.com Venture Capital
- Bruce Schoenfeld - Israel Companies as part of your and your synagogue’s portfolio - Bluestar Global Investors
Individual Financial Reviews
12:30-2:00 PM - Attendees can make ½ hour appointments to have an individual chat with our wealth management speakers about their own personal wealth management needs or that of organizations they are associated with. A one to one chat appointment must be made in advance so we can set up the rooms and assign each individual to a wealth management professional.
Wednesday private conversations with a select group of our speakers who have generously offered their time. More details to follow.