John Bogle, president of the Bogle Financial Markets Research Center and founder and former chief executive of The Vanguard group, will kick off the opening general session on Monday with a look at the future of the profession, in a talk titled, "Mutual Funds: Business or Profession?"

"We have a diverse list of topics this year, ranging from nuts and bolts investment advisor compliance issues to advanced technical topics," said conference chair and well-known CPA planner Connie Brezik of Professional Asset Strategies.

Thanks to the flurry of new tech companies springing up, Brezik expects Monday's session on senior executive compensation, led by Tim Kochis of Kochis Fitz Tracy & Fitzhuga & Gott Inc., to be one of the meeting's hot topics.

A Tuesday morning discussion on creating the family office is also expected to draw a large audience. The talk by Patricia M. Soldano of Cymric, will examine what it takes to run a family office -- a prospect a lot more advisors are looking at as clients demand a higher level of service, according to Brezik.

Other topics on this year's conference agenda include: the mathematics of wealth planning, life insurance for closely held business, behavioral finance, and advanced estate planning.

-- By Melissa Klein

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