32nd Annual Personal Financial Planning Conference

Date: October 24, 2017 Location: Towson, MD CPE: 8 Format: In-Person + Simulcast
EVENT DESCRIPTION

The Personal Financial Planning Conference is for CPAs who are financial planners and business consultants who advise clients in retirement and financial planning issues. Receive advanced training in topics including estate tax, insurance, retirement planning, investments, divorce and more.

EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Personal Financial Planning
CPE FIELD OF STUDY
Administrative Practice* (3 Credits) Specialized Knowledge & Applications* (3 Credits) Taxes (2 Credits)
WHO SHOULD ATTEND
For CPAs who are financial planners and business consultants who advise clients in retirement and financial planning issues, this conference will provide training in the topics you need most. Be prepared for market volatility and uncertainty, and become an invaluable asset to your clients.
PREREQUISITES
None
COURSE LEVEL
Basic
LOCATION

AGENDA

DAY 1 of 1 October 24, 2017
7:30 am - 8:00 am
Registration & Continental Breakfast
8:00 am - 8:05 am
Welcome to the Day
8:05 am - 8:55 am
Protecting Your Clients, Protecting Yourself: Creating a Financial Caretaking Plan

Speaker: Dr., Carolyn McClanahan, M. D., CFP, LIFE PLANNING PARTNERS, INC

 

Elder financial fraud is increasing significantly. Laws are being passed that require financial advisers to receive training and put processes in place to protect their elderly clients. Dr. McClanahan discusses the risk and signs of financial fraud, legislation on elder fraud reporting, ways advisers can help prevent elder fraud, and what is required to comply with elder fraud legislation.

8:55 am - 9:05 am
Break
9:05 am - 9:55 am
Protecting Your Assets and Income In Divorce

Speaker: Ferrier Stillman, Esq., Tydings & Rosenberg LLP

The presenter will address the many ways to protect assets and income in divorce including the following: Property Division and Monetary Awards; Business Valuations; Special Issues in Property Division & Monetary Awards: Co-Mingling of Marital and Non-Marital Property; The Marital Home; Dissipation of Marital Property; Child Support and Alimony; and Pre and Post Nuptial Agreements.

9:55 am - 10:00 am
Break
10:00 am - 10:50 am
Financial Planning At The End of Life

Speaker: Dr., Carolyn McClanahan, M. D., CFP, LIFE PLANNING PARTNERS, INC.

 

Finances at the end of life present a major concern for both patients and their families. Financial planners are in a unique position to help clients through these difficult times.  Dr. McClanahan will review how to comfortably approach end of life situations and work with clients on specific end of life financial concerns.  She will cover tax planning, income planning, and beneficiary issues that need to be addressed through each stage of advanced illness. You will come away with a new comfort and appreciation on ways to help families through the end of life process.

10:50 am - 11:00 am
Break
11:00 am - 11:50 am
Advisory vs Advice

Speaker: Jeff Magson, CRPC, 1st Global Research & Consulting 

 

How to drive fee based planning business in addition to AUM.

11:50 am - 12:50 pm
Lunch
12:50 pm - 1:40 pm
Factor Based Investing: Simple, but Not Easy

Speaker: Wesley Gray, Ph.D, CEO/CIO,  Alpha Architect

 

Wes will discuss their sustainable active framework, which help’s investors determine the necessary conditions for active investing success. The bottom line is simple: active investing is painful, requires incredible discipline, and isn’t for everyone.

1:40 pm - 1:50 pm
Break
1:50 pm - 2:40 pm
Alternatives

Speaker: Jonathan Morris, CFA, VP, Goldman Sachs

2:40 pm - 2:45 pm
Break
2:45 pm - 3:35 pm
Qualified Plans

Speaker: Ron Lamb, Benetech, Inc.

3:35 pm - 3:45 pm
Break
3:45 pm - 4:35 pm
Economic Update

Speaker: Dr. Daraius Irani, Towson University

Join us for an informative update on the current economic situation. Covering local and national issues statistics and economic forecast.

 

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