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34th Annual Personal Financial Planning Conference


Your expertise is your clients’ peace of mind

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:

  • Retirement Plan Distribution Rules: Case Studies
  • Long Term Care Planning
  • Behavioral Investing

…and more!

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.

Maryland Association of CPAs
Course Level
Professional Area of Focus
Personal Financial Planning
Future Ready
T Shaped Professional Anticipating and Serving Evolving Needs
CPE Field of Study
Management Services
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.

Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
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Event Information
Oct 29, 2019
8:30 am - 4:40 pm EDT
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
Total CPE Credits
In-Person + Live Stream


Day 1

8:00 am
Registration and Continental Breakfast
8:25 am
Welcome to the Day
8:30 am
Retirement Plan Distribution Rules: Case Studies

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)

9:20 am
Financial Aspects of Divorce and Pre-Marital Agreements

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.

10:10 am
Networking Break
10:30 am
Why Every Taxpayer Should Include Trusts in Their Planning

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

11:20 am
Social Security Planning: A Quick Refresher on Social Security and the Baby Boomer Client Regarding their Filing Questions & Concerns

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.

12:10 pm
12:55 pm
Implications of Investor Behavior

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.

1:45 pm
Options for Paying for Long Term Care - Traditional and Alternative

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.

2:35 pm
Networking Break
2:50 pm
Transition Tips for a Long Healthy Retirement

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.

3:40 pm
Economic Update

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.


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34th Annual Personal Financial Planning Conference

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