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.
Sheraton Baltimore North, 903 Dulaney Valley Rd, Towson, MD 21204
Speaker: Andy Bauer – Senior Regional Economist, Federal Reserve Bank of Richmond
Speaker: Charlie Wolpoff, The Kelly Group
“Estate planning” is not an abstract concept limited to drafting a few documents, throwing them in a file, and walking away. Estate planning is also about preempting the chaos that would otherwise engulf your family upon your death. It is about preparing your loved ones financially and emotionally; helping to assure your wishes are implemented without rancor or confusion; and leaving a spiritual legacy–a record of who you are and your dreams and values. This presentation will discuss a process your clients—and you—can use in creating a holistic estate plan that bequeaths the gifts of clarity and closure.
Speaker: Maurice Offit, Offit Kurman
All of us, during our lifetimes, make one list after another. But, very few of us have taken the time to make a list of what needs to be done to properly administer the estate of a loved one. The “Estate Administration Checklist” will set forth the steps that need to be taken to insure that a loved one’s estate is administered in a professional and efficient manner.
Speaker: Kevin Bress, PK Law
Recent law changes governing digital assets require people to add language to their estate planning documents if they are to give maximum access to their family for online accounts in the event of their death or disability. Even if the suggested language is adopted, learn how to spot issues with companies’ terms of service, which can trump any legal document.
Speaker: Toby Musser, MNS Group
Thank you, Facebook and Cambridge Analytica for recently bringing to light the manner in which data is mined for profit and power. Gone are the days when anyone (everyone) can say that they are “too small” to matter online. When you factor in things like your credit and finance history, your social media presence (no matter how small), the websites you visit that require a log in, the apps you download to your various devices, and even your search history, you have a large digital footprint in the world. That, my friend makes you a target. While you may not consider this as a “hack” per se the data can still be used, costing you time and damages. Beyond the data you have volunteered to these corporations, your information has most likely been leaked through various “hacks” you have heard about in the news.
Speaker: Jean Dunn, T Rowe Price
Intergenerational wealth transfer represents one of the largest attrition risks to an advisors’ book of business. But there are steps you can take to build better relationships with an entire family by meeting their specific needs and serving them better, In turn, this will help you extend your practice to the next generation. Topics included:
Speaker: Tim Chase, Chad Norfolk, Chris Benson
Keynote Speaker – Toby Groves
A transformation is occurring in the financial planning industry creating myriad opportunities for those ready to be part of the disruption. The skillset needed for success is changing as well. Standout performers will possess outstanding critical thinking and communication skills and the ability to interact with cutting edge cognitive technologies. They will have the ability to inspire action and articulate complex concepts. This will require a deep understanding of your data, and an even deeper understanding of how people will interact with it.