Moisand To Speak at Elite Advisor Summit

Melbourne, Fla. – May 4, 2004 – Dan Moisand, Certified Financial Planner and principal of wealth management firm, Spraker, Fitzgerald, Tamayo & Moisand, will speak at the 2nd Annual Elite Advisor Summit in Ontario, Canada. Moisand will address an exclusive group of professionals, limited to financial planners and advisors with over $30 million in assets under management.

The Summit, scheduled for June 22 – 24 at the White Oaks Conference Resort and Spa in Ontario, Canada, will provide financial planners and advisors the opportunity to learn the latest and most advanced techniques and strategies. The Summit includes presentations from 11 recognized business leaders including corporate executives, consultants and financial professionals, among them, Moisand who is acclaimed nationally by professional associations and publications as being a leading financial advisor.

“It would be a great privilege just to attend this event,” says Moisand. “Being asked to speak to such an outstanding group is an honor. The Elite Advisor Summit will foster specialized education, stimulating higher standards in financial planning.”

Moisand will address the issue of practice management, focusing on assessing the benefits of merging a practice to form a partnership. Having recently contributed a feature on this subject to Financial Planning magazine and an award-winning article to the Journal of Financial Planning, Moisand is well-versed in this area of practice management.

Moisand has over 15 years experience in asset management and financial planning and was recently named one of the 250 Best Financial Advisors in the country by Worth magazine and among America’s Top Practitioners in the JK Lasser tax book, New Rules for Estate and Tax Planning. His advice has been featured on CNNfn and ABCNews.com’s Financial Makeover. Moisand was also featured in the Movers & Shakers issue of Financial Planning magazine as one of the most influential Personal Financial Advisors.

A vital knowledge source for corporate Canada, Summit sponsor, the Strategy Institute, is an independent Canadian, research-based organization which monitors and communicates changes and trends in business and business strategy. The objective of the Institute is to provide decision-makers with strategic business information and executive education to enhance their business judgment.

Spraker, Fitzgerald, Tamayo & Moisand, LLC offers comprehensive wealth management services to individuals in or near retirement, corporate executives, professionals, business owners, and other high net worth individuals. The firm, registered with the U.S. Securities and Exchange Commission, offers financial planning, investment management, estate planning, cash flow and income tax strategies, and retirement planning. Spraker, Fitzgerald, Tamayo & Moisand, LLC currently manages a combined total of more than $127 million. They operate out of offices located in Melbourne and Maitland and can be reached at 321.253.5400 or online at www.SprakerFitzgerald.com.