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35th PERSONAL FINANCIAL PLANNING CONFERENCE

Description

Your clients trust you with their financial security – make sure you’re advising them with the best information available.

The Personal Financial Planning Conference features a full day of instruction on key issues your clients are facing, including:

  • Strategies for Managing Sequence of Return Risk in Retirement
  • Advanced Roth Conversion Planning
  • The Pro’s and Con’s of the Revocable Living Trust
  • Estate Planning Update
  • LTC Planning – How to select product
  • How to Evaluate Continuing Care Retirement Communities (including independent living, home care organization, assisted living, nursing home?) – What to Look for? and how to Evaluate the Financial Aspects?

Looking for more insight? Join us for the Personal Financial Planning Conference Series!

Couple this conference with access to two virtual sessions from Anirban Basu, CEO of Sage Policy Group and renowned local economist, featuring updates on the current economic climate and where the data suggests we’re headed. You’ll leave with practical takeaways to help your clients, along with the economic context and understanding you need to prepare them for the future.

  • Fall Conference Series – Return of the Economist – Local and Regional Economic Update | LEARN MORE
  • Fall Conference Series – Return of the Economist – Global Update | LEARN MORE

Insurance Credits are currently pending approval.

Provider
Maryland Association of CPAs
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Specialized Knowledge
6
Location
LIVE- ONLINE WEBCAST
Event Information
When
Oct 27, 2020
8:30 am - 2:50 pm EDT
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
6
Format
Live Webcast

Agenda

Day 1

10/27/2020
8:15 am
Log in and welcome
8:30 am
The Pros and Cons of Rev Living Trust

Speaker: Maurice Offit

9:30 am
Strategies for Managing Sequence of Return Risk in Retirement

Speaker: Michael Kitces

10:30 am
Advanced Roth Conversion Planning

Speaker: Michael Kitces

11:30 am
How to evaluate CCRC, independent living, home care organization, assisted living., nursing home?

Speaker: Ellen Platt

12:30 pm
Lunch Break
1:00 pm
Estate Planning

Speaker: Kevin Bress

2:00 pm
How to Select Product - Features to Meet Various Needs for LTC

Speaker: Tim Kelly

2:50 pm
Conference Conclusion

MEMBER


$ (% off)
$200.00
Price includes $20 early registration discount(s) - expires 10/05/2020
Price increases to $220.00 on 10/06/2020

NON-MEMBER


$ (% off)
$300.00
Price includes $20 early registration discount(s) - expires 10/05/2020
Price increases to $320.00 on 10/06/2020
Become A Member

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35th PERSONAL FINANCIAL PLANNING CONFERENCE


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