32nd Annual Personal Financial Planning Conference

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.

Provider
MACPA
Course Level
Basic
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Administrative Practice*
3
Management Services
3
Taxes
2
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
Location

Sheraton Baltimore North, 903 Dulaney Valley Rd, Towson, MD 21204

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When
Oct 24, 2017
8:00 am - 4:35 pm
Location
Sheraton Baltimore North, 903 Dulaney Valley Rd, Towson, MD 21204
Total CPE Credits
8
Format
In-Person + Simulcast

Agenda

Day 1

10/24/2017
7:30 am
Registration & Continental Breakfast
8:00 am
Welcome to the Day
8:05 am
Protecting Your Clients, Protecting Yourself: Creating a Financial Caretaking Plan
8:55 am
Break
9:05 am
Protecting Your Assets and Income In Divorce
9:55 am
Break
10:00 am
Financial Planning At The End of Life
10:50 am
Break
11:00 am
Advisory vs Advice
11:50 am
Lunch
12:50 pm
Factor Based Investing: Simple, but Not Easy
1:40 pm
Break
1:50 pm
Alternatives
2:40 pm
Break
2:45 pm
Qualified Plans
3:35 pm
Break
3:45 pm
Economic Update

MEMBER


$ (% off)
$320.00

NON-MEMBER


$ (% off)
$420.00
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32nd Annual Personal Financial Planning Conference


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