Advanced Personal Financial Planning (as part of ENGAGE 2020)


This includes sessions from the conference: Advanced Personal Financial Planning (as part of ENGAGE 2020)

Standard: $379.00

Products

ENG201.01. Common Questions from Clients amid the Pandemic

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ENG201.01. Common Questions from Clients amid the Pandemic


Identification: ENG201.01

Clients are looking to their CPA financial planners for answers. They are asking about their investments, the market, volatility, and tax planning opportunities, as well as other financial planning concerns. You will hear from two CPA financial planners who will share effective communication techniques when dealing with clients during a crisis, as well as how they respond to the common questions clients are asking.

Learning Objectives:
· Learn communication techniques to help clients deal with the stress from the pandemic.
· Understand how to discuss investment planning in a volatile market with your clients.
· Discuss tax planning opportunities related to the Cares Act.

Speaker(s):
  • Dave Stolz, CPA, PFS, President, Stolz and Associates
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished) Nominee, President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
Standard: $49.00

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators

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ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators


Identification: ENG201.03

The Association (unified voice of AICPA & CIMA) and CPA.com launched a shark-tank style startup accelerator three years ago with a focus on FinTech and EdTech solutions. Its purpose is to foster innovation and bring emerging technologies to the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric service. In this session, you will hear about trends in FinTech developments and see the 4 startup companies that make up the 2020 cohort. These solutions have a leading role in a diverse range of categories including: crypto-asset management, financial impacts of climate change, accounting task automation and cash flow management.

Learning Objectives:
· Discover trends in FinTech that are impacting the profession and your role
· Hear from the front lines of designing new tech for business
· Learn about the 4 startups that are members of the third cohort of the Association and CPA.com Startup Accelerator
· Get inspired to rethink how you can leverage emerging technologies to be ahead of mass adoption

Speaker(s):
Standard: $49.00

ENG201.07. Special Edition of the AICPA Town Hall Series

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ENG201.07. Special Edition of the AICPA Town Hall Series


Identification: ENG201.07

Join this exciting special Town Hall with AICPA Leadership to hear about the latest issues affecting the profession and how we're working to help guide the way forward. We'll cover things like:

- the Firms role in business relief and restarting of the economy 

- How firms are operating in new normal environment, and;

- Online platforms and new firm strategies to drive success.

Learning Objectives:
· Identify your role in business relief and restarting of the economy
· Identify how to operate in the new normal
· Recognize the AICPA resources and tools

Speaker(s):
Standard: $49.00

ENG201.13. The SECURE Act: A Game Changer For Retirement Plans

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ENG201.13. The SECURE Act: A Game Changer For Retirement Plans


Identification: ENG201.13

Summary:
Small-business owners secured a major recruitment tool and an enhanced tax credit offering with the passage of the Setting Every Community Up for Retirement (SECURE) Act. The bill is the most significant retirement savings reform legislation in nearly 15 years, and addresses many of the hurdles facing small-business owners who put off starting a retirement plan due to start-up costs, administration, and compliance requirements.

Attend this webinar and learn about the details of the bill and why small businesses should put a retirement plan in place to take advantage of increased tax credits and other benefits of the act.

Learning Objectives:
· Review the provisions of the Act
· Discuss details on the new tax credits and how your clients can qualify for them
· Highlight the advantages of a 401(k) plan and discuss tax strategies that can benefit your clients

Speaker(s):
  • Alex Valdez, Accredited Retirement Plan Consultant, Director, Retirement Plan Sales, Paychex
Standard: $49.00

PFP2002. Geopolitical Update: How the US Impacts the World, and the World Impacts Us

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PFP2002. Geopolitical Update: How the US Impacts the World, and the World Impacts Us


Identification: PFP2002

Come hear a presentation on political trends in the US and across the globe, with a concentration on how those trends impact global economies and the financial markets.

Speaker(s):
  • Scott Orr, CFA, Vice President, Government Relations & Public Affairs, Fidelity Investments
Standard: $49.00

PFP2004. Best Laid Plans - Cognitive bias and Unintended Consequences in Planning

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PFP2004. Best Laid Plans - Cognitive bias and Unintended Consequences in Planning


Identification: PFP2004



Humans are hardwired with a number of innate traits that make us susceptible to unhelpful decision making - especially when families, money and control are at stake. This presentation identifies key behavioral finance concepts and their implications for portfolio construction and financial planning. Best practices to circumvent the worst tendencies, or embrace the best ones to benefit long term goals will be discussed.

Speaker(s):
  • Lisa Featherngill, CPA/PFS, CFP (R), Head of Legacy & Wealth Planning, Abbot Downing
  • Carol Schleif, CFA, FSA-Credential, Deputy Chief Investment Officer, Abbot Downing
Standard: $49.00

PFP2006. Multi-generational Wealth Transfer:  Strategies for Sustaining Growth

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PFP2006. Multi-generational Wealth Transfer: Strategies for Sustaining Growth


Identification: PFP2006

The continuing shift of spending power and wealth from one generation to the next represents one of the largest threats AND opportunities in recent times in the financial services industry.

While the industry has been faced with this challenge for many years, the temptation is to believe that traditional approaches to retaining clients and assets through life cycles will work in 2020 and beyond. The reality is that wholesale changes may be required within the business to change the conversation with clients and to reverse trends in asset depletion.

GSAM's "Multi-generational Wealth Transfer" discussion begins to address this issue, taking a distinct and differentiated view.

Speaker(s):
Standard: $49.00

PFP2008. Thriving in an post-COVID19 Era of Artificial Intelligence

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PFP2008. Thriving in an post-COVID19 Era of Artificial Intelligence


Identification: PFP2008

Artificial intelligence was known to have an enormous impact on investment management and financial planning prior to COVID-19, which has in some ways accentuated its impact on small and medium sized practices. Rather than replace human intelligence, however, AI will augment it. What is that alchemy? What parts of the industry will be most impacted? How do owners of small-to-medium sized wealth managers need to respond to survive? Based on industry survey data on AI and thought leadership on drivers of trust in advisory relationships, this session will focus on articulating a skills pathway (a sequential progression of competencies) to help practitioners transition from being individual contributors to become future leaders.

Speaker(s):
  • Stephen M. Horan, Ph.D., CFA, CIPM, Managing Director, Americas Region and Professional Learning, CFA Institute
Standard: $49.00

PFP2007. Exit Planning M&A Strategies for Today and Beyond

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PFP2007. Exit Planning M&A Strategies for Today and Beyond


Identification: PFP2007

The volume of RIAs bought and sold has significantly picked up pace over the last decade, and based on current industry trends, the next decade should see a record number of deals. But, short term, the market has been impacted by the current COVID-19 pandemic – yet deals continue to get done and a significant increase in deal volume is expected once a market rebound occurs. This session will share the most current M&A trends for the first half of 2020, how business valuations and deal structures have been impacted, as well as strategies for increasing the value of your advisory business, equity sharing strategies, financing options, and tax considerations for buying and selling a financial services business.

Speaker(s):
Standard: $49.00

PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic!

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PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic!


Identification: PFP2010

Leading your clients to 'a-ha' moments of understanding and inspiration is at the heart of our work as financial professionals. But topics like risk, diversification, and factor-based investing can seem difficult to explain. Theron Schaub, Loring Ward's VP of Strategic Relations, shares new ideas for talking about these foundational topics and investment principals in ways that will surprise even the most seasoned professional.

Speaker(s):
  • Theron Schaub, VP. Strategic Relations, Buckingham Strategic Partners
Standard: $49.00
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