AICPA 2021 Personal Financial Planning Summit

Jan 25, 2021 ‐ Jan 26, 2021



Sessions

Welcome & IntroductionsWelcome & Introductions

Preview Available

Welcome & Introductions

Jan 25, 2021 12:00pm ‐ Jan 25, 2021 12:10pm

Identification: PFPS21NS01


Creating and Sustaining Culture in Your Firm

Jan 25, 2021 12:10pm ‐ Jan 25, 2021 1:00pm

Identification: PFPS2101

Operation Alertness Issued: 4

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Prerequisites: 3-5 Years in the Profession

Operation Credit Type: Personnel / Human Resources

Operation Level: Intermediate

Operation Advanced Prep: None

Join Michael Goodman and Cheryl Holland for a conversation on creating and sustaining your firm’s cultural norms to enhance growth, attract talent and simplify leading your organization. Michael and Cheryl will share their successes and failures in creating a firm culture, the necessary ingredients for sustaining culture and why culture matters now more than ever.

Speaker(s):

Networking Roundtables (non-CPE)

Jan 25, 2021 1:05pm ‐ Jan 25, 2021 1:30pm

Identification: PFPS21NS02


Break & Visit SponsorsBreak & Visit Sponsors

Preview Available

Break & Visit Sponsors

Jan 25, 2021 1:30pm ‐ Jan 25, 2021 1:50pm

Identification: PFPS21NS03


PhilanthropyPhilanthropy

Preview Available

Philanthropy

Jan 25, 2021 1:50pm ‐ Jan 25, 2021 2:40pm

Identification: PFPS2102

Operation Alertness Issued: 4

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Prerequisites: 3-5 Years in the Profession

Operation Level: Intermediate

Operation Advanced Prep: None

Operation Credit Type: Specialized Knowledge

The world and your clients need you right now. The global pandemic has shown a light on how we need to pull together to make the world better and lift up others. Let me share how to lead clients to think more deeply about giving, how to summarize their intentions and understand the vehicles they might use to impact the lives of others and, in doing so, change their own life.

Speaker(s):
  • Sue Stevens, CPA/PFS, CFP, CFA, CAP, Wealth Advisor, Buckingham Strategic Wealth

Lessons from Guiding Blind Athletes

Jan 25, 2021 2:45pm ‐ Jan 25, 2021 3:35pm

Identification: PFPS2103

Operation Alertness Issued: 4

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Prerequisites: 3-5 Years in the Profession

Operation Credit Type: Professional Development

Operation Level: Intermediate

Operation Advanced Prep: None

In her TED-Talk style presentation, Caroline Gaynor discusses her experience as a guide for blind triathletes and draws parallels between the guide/athlete relationship and the relationship between financial advisors and their clients. Advisors help clients achieve their goals by acting as a trusted voice through stressful life changes and unexpected market turmoil, just as guides keep their athletes focused on the finish line in every race.

Learning Objectives:
  • Learn how to communicate effectively with clients.
  • Learn how to communicate the importance of staying invested in the market.
Speaker(s):

Visit SponsorsVisit Sponsors

Preview Available

Visit Sponsors

Jan 26, 2021 11:30am ‐ Jan 26, 2021 12:00pm

Identification: PFPS21NS07


Trivia Networking Session Trivia Networking Session

Preview Available

Trivia Networking Session

Jan 26, 2021 12:00pm ‐ Jan 26, 2021 12:50pm

Identification: PFPS21NS04

Got knowledge? Put it to use in this friendly trivia competition. Interact with your randomly selected team to have the ultimate trivia experience; just like you'd play in a pub...but virtual!

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Supporting your clients to pursue their changing life priorities

Jan 26, 2021 12:55pm ‐ Jan 26, 2021 1:45pm

Identification: PFPS2104

Operation Alertness Issued: 4

Operation Alertness Required: 3

Operation Sale: 1

Operation Archive: 1

Operation Minutes: 50

Operation Credits: 1

Operation Prerequisites: 3-5 Years in the Profession

Operation Credit Type: Specialized knowledge

Operation Level: Intermediate

Operation Advanced Prep: None

The pandemic has triggered much life reflection and reorganization. Financial advisors know that their clients are facing changes and challenges. How do you help clients better align their financial solutions with their evolving life vision? In this session, you will learn:

  • The importance of helping clients prioritize what is most important
  • What your clients may be experiencing as they consider their priorities
  • Methods for helping your clients open to their life’s possibilities
  • How to assess where you are on the continuum of life planning services
  • The resources that will support you regardless of where you go on the continuum

Speaker(s): Moderator(s):
  • Lyle Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company

Networking Roundtables (non-CPE)

Jan 26, 2021 1:45pm ‐ Jan 26, 2021 2:10pm

Identification: PFPS21NS05

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