The Personal Financial Planning Conference is for financial professionals and consultants, tasked with advising clients in retirement planning issues.
This year, guests can expect to receive training in topics including:
Be prepared for market volatility and uncertainty, and become an invaluable asset to your clients.
Up to 8.0 CFP credits available.
Insurance Credits are currently pending approval.
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.
Speaker: Steve Siegel
Topics Covered during this session include:
– The Client Needs Money Now – and is Not Yet 59 ½.
– Minimum Required Distributions – Ready or Not
– Distributions for a Surviving Spouse – Beware the spousal rollover trap
– Inherited IRAs – Form over Substance Matters
– Trusts, Estates and Charities as Retirement Plan Beneficiaries
– Special Planning Considerations with Roth IRAs
– Proposed Legislation: The Retirement Savings Bill – Advantages and Disadvantages (the SECURE Act)
Speaker: Ferrier Stillman
At this session, the financial aspects of family law will be taught. These facets include division of property, retirement accounts, businesses, and real property as well as alimony, child support and pre-marital and post marital agreements. How these issues are treated under Maryland Law and ways to resolve them out of court, as well as in court, will be covered.
Speaker: Steve Siegel
Topics covered during this session include:
– Why are Trusts Useful and Necessary?
– Key Elements in Designing a Trust
– Living Trusts, Bypass Trusts and Marital Trusts
– Trusts for Children and Grandchildren
– Trusts to Hold Life Insurance Policies
– S Corporation Trusts
– The Spousal Lifetime Access Trust (SLAT)
– Trusts to Benefit Charities
– Trusts for the Wealthiest Clients: QPRTs, GRATs and IDGTs
Speaker: Jodi Davis
The Kelly Group
Helping baby boomer clients with Social Security decisions is a full-time job! There are two key reasons to help baby boomers analyze their Social Security claiming options. One is to help them maximize benefits and avoid mistakes. The other is to show them where the shortfalls lie. This session will review Social Security filing decisions, planning missteps and focused client questions regarding their Social Security claiming decisions.
Speaker: Christian Newton
Dimensional Fund Advisors
Academic research offers a well-documented lesson in the pitfalls of emotional investing. This presentation explores the foundations of behavioral psychology, including common cognitive biases, and explains why behavioral finance and market efficiency can be compatible notions.
Speaker: Melissa Barnickel, CPA Baygroup Insurance LLC
The objective is to provide participants an understanding of the Long-Term Care marketplace environment and how the need for Long Term Care planning remains vital. The objective will be accomplished by presenting a history of where the market has been, how the market got to this point, and how the market has evolved to provide new, more diverse, and economically viable long term care financing solutions.
Speaker: Michelle Fritsch, Pharm.D, BCGP, BCACP
Retirement Wellness Strategies
Gain tangible tips to encourage clients to include health in the planning process for retirement. The earlier the planning, typically the greater the impact. In this presentation we will explore ways to avoid the most common pitfalls that delay or destroy retirement plans.
Speaker: Jason LaRocco, CFA, CAIA
VP, Senior Product Manager – Global Macro, Franklin Templeton Investments
An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder for recession fears, but does a looser policy stance signal there are cracks in the global economy’s foundation? Gain insight into Templeton Global Macro’s views on current market imbalances and opportunities for fixed income investors.