Joining the elite ranks of the life insurance and financial planning industry, local financial planner Cary Stamp, chief executive officer of Cary Stamp & Company in Tequesta, Fla., attended the annual meeting of Forum 400, Jan. 16-19, at the Hyatt Regency Coconut Point in Bonita Springs, Fla.
This is the third year Stamp, CFP® and CDFA® Financial Advisor, attended the Forum 400 event, which featured a wide selection of expert speakers, panel discussions, deep dive sessions and presentations on estate planning, life insurance, tax planning and underwriting. The conference also offered a number of social activities and learning opportunities for this exclusive group of wealth management professionals.
Forum 400’s 2016 annual meeting, an invitation-only event, facilitated “cutting-edge, innovative idea sharing among the best and brightest minds in the industry.” The conference featured the uncensored exchange of emerging trends and innovative client solutions presented by and for its elite membership, which is capped at just 400. At this year’s meeting, participants enjoyed content-filled presentations/keynotes by industry experts Michael Amoia and Bobby Samuelson, as well as numerous brief presentations by members who shared strategic planning ideas and other practical and transferable ideas.
“At the Forum 400 annual meeting, I gained insight into the financial planning industry, and shared thoughts and ideas with some of the top financial services professionals in the country. Through relationship building activities and the sharing of the latest ideas and best practice, I can keep on top of the changes in our industry and the tax code.” said Cary Stamp, a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst™. Cary Stamp & Co. provides an array of financial and wealth management services.
Some unique ideas that were presented first at a Forum 400 meeting before the marketplace embraced them included: COLI to fund deferred compensation, premium financing, deferred compensation swaps, Life Settlements and cafeteria plans.
The Forum 400 continues to maintain stringent standards for its group of professionals, who commit to share best practices throughout the year with the rest of the membership. For more information, visit www.Forum400.org or www.carystamp.com.