MEDIA CONTACT: Kristine M. McGrath
FAU’s College of Business and Barry Financial Group to Present Free Financial Planning Seminar
BOCA RATON, FL (January 4, 2007) – A free financial planning seminar for the public titled “Putting It All Together” will be held on the Boca Raton campus of Florida Atlantic University on Friday, January 26, 2007. The educational event, sponsored by FAU’s College of Business and the Barry Financial Group, a Boca Raton-based financial planning firm, will feature a wide variety of speakers with expertise in annuities, long-term care, insurance, elder law and other subjects of importance in the planning process.
“Many factors must be taken into consideration in developing a financial plan that will serve the best interests of the individual and his or her heirs,” said Dr. J. Dennis Coates, dean of FAU’s College of Business. “Through his far-reaching network of contacts in the financial industry, Jim Barry has brought together a group of presenters who are experts in their fields and skilled at making public presentations.” Barry, whose call-in show “Talk About Money” is seen weekly on WPTV, Channel 5, is the founder and chairman of the Barry Financial Group.
The day-long seminar’s keynote speakers will be Boston attorney Patricia Annino, an estate planning specialist and the author of a book titled Women and Money, and Jeffrey Everett, chief investment officer of the Templeton Funds. Everett is frequently quoted in the national news media on the overall economic picture.
Session presenters and their topics will include James T. Swanson of MFS Investment Management speaking on “Outlook for 2007 – What’s Best?”; James A. Barry, Jr., of the Barry Financial Group on “Basics of Financial Planning: Thinking Outside the Box”; James M. Barry of the Barry Financial Group on “Asset Allocation: Principles and Risk Tolerance”; B. Lydia Young of the Barry Financial Group on “Long Term Care – $75,000 Plus”; Elaine M. Bucher of Proskauer Rose LLP on “Basics of Estate Planning: Protecting Your Wealth, Health and Family”; Heide Kavo of the Lincoln Financial Group on “Annuities A to Z”; Andrew Szpiro of the John Hancock Life Insurance Company on “Life Insurance Strategies”; David Pratt of Proskauer Rose LLP on “How to Disinherit Uncle Sam”; attorney Robert M. Arlen on “The Best Charitable Techniques You Have Not Heard Of”; CPA Mitch Margolies of Rachlin Cohen & Holtz on “Five Tax Ideas That Will Make a Difference”; William Stephenson IV of Franklin Templeton on “So You Think You Can Trade?”; elder law attorney Scott Solkoff on “Protecting Your Savings, Your Home and Yourself”; Richard Hollowell of Rachlin Cohen & Holtz on “Real Estate 2007: The Perfect Storm”; and Tandy Robinson of Wachovia on “Relationship Banking.”
The seminar, to be held from 9 a.m. to 5 p.m. on Friday, January 26, at various locations on FAU’s Boca Raton campus, will include continental breakfast, coffee breaks, a catered luncheon, and a wine and cheese reception. Every participant will receive a free copy of Patricia Annino’s book, Women and Money. Admission is free, but space is limited, so RSVPs must be received by Monday, January 22. To register or request additional information, call 1-800-584-4723 between 8:30 a.m. and 5:30 p.m., Monday through Friday.