Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2022)

Jun 6, 2022 ‐ Jun 9, 2022


This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2022)

Standard: $379.00

Products

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks)

Preview Available

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks)

Jun 6, 2022 3:00pm ‐ Jun 6, 2022 4:15pm

Join us to hear the Co-chairs of the AICPA LGBTQ+ Initiatives committee give an overview of the strategic initiatives, as well as the mission and vision of the committee. During this session you will also hear about a new resource that Dr. Jones assisted the committee in creating, which will aid your understanding of the importance of being an advocate to your LGBTQ+ workforce and community, and provide actions to leverage on your inclusiveness journey.

Speaker(s):
  • Nick Moore, Senior Manager, LGBTQ+ Initiatives Committee Co-Chair, Grant Thornton LLP
  • Ozoemena Nnamadim, CPA, Accounting & Reporting Advisory Senior, LGBTQ+ Initiatives Committee Co-Chair, Deloitte & Touche LLP
  • Wynde C. Jones, PhD, Owner, The Jones Agency
Standard: $49.00

Guaranteed Income: The Forgotten Household Asset

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Guaranteed Income: The Forgotten Household Asset

Jun 6, 2022 3:00pm ‐ Jun 6, 2022 4:15pm

Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability. This presentation explores why financial planners need to consider guaranteed income more fully, since doing can have significant implications on optimal investing and spending strategies. Topics about guaranteed income discussed include: its role on the balance sheet, its impact on portfolios, how it effects optimal spending strategies, and why it's worth more than other assets, especially today.

Speaker(s):
Standard: $49.00

Challenging Times: Charting the Economic Path of the US Amid Tumultuous Events at Home and Abroad| preceded by the PFP Lifetime Achievement Award

Preview Available

Challenging Times: Charting the Economic Path of the US Amid Tumultuous Events at Home and Abroad| preceded by the PFP Lifetime Achievement Award

Jun 7, 2022 8:00am ‐ Jun 7, 2022 9:15am

Hear an analysis of how the US economy and financial markets are faring in the midst of historic geopolitical events and domestic political challenges. In addition to military conflict in Europe and destabilization of other global regions, learn how domestic legislative and regulatory activity have influenced the federal deficit, debt and inflation, and how these factors are collectively impacting the markets. With a pivotal general election coming in November that may impact control of congress, hear an evaluation of potential scenarios and what investors can expect from Washington for the remainder of 2022 and beyond.

Moderator(s): Speaker(s):
  • Scott Orr, CFA, Vice President Government Relations, Head of Southern Regional Public Affairs, Fidelity Investments
Standard: $49.00

Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX)

Preview Available

Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX)

Jun 7, 2022 8:00am ‐ Jun 7, 2022 9:15am

For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating the rules of enrolling in Medicare later are fraught with confusion. This session will review the rules to ensure that those who do defer Medicare enrollment can avoid the lifetime late enrollment penalties while also covering several common questions and pitfalls so you can best advise clients on their choices when working past age 65.

Speaker(s):
  • Kelley C. Long, CPA/PFS, CFP®, Financial wellness coach and consultant, Financial Bliss with Kelley Long
Standard: $49.00

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks)

Preview Available

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks)

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

What’s inclusion got to do with it? At Plink leadership, we believe leaders build their competence by demonstrating the traits of inclusive leaders. Most leaders don’t intend to exclude others. Yet, leaders can fail to get the best out of their teams due to personal bias and the inability to adapt and listen deeper. In this session, you will gain insight into what it means to be an inclusive leader, including taking on the difference as your own and being courageous in conversation and your actions.

Speaker(s):
Standard: $49.00

Skills to Hire for the Future

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Skills to Hire for the Future

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

This session will draw from recent CFA Institute research on the future of skills and learning in investment management. It will examine how roles are changing and how teams should adapt to leverage technology. In addition, it will include new insights from our series on investor trust regarding ways to strengthen relationships with clients.

Speaker(s):
  • Rebecca Fender, CFA, Head, Strategy and Governance for Research, Advocacy, and Standards, CFA Institute
Standard: $49.00

Interview on Retirement Rights and Wrongs (PFP, EST, TAX)

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Interview on Retirement Rights and Wrongs (PFP, EST, TAX)

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

Jim Shambo's contributions to the retirement plan discussion include his Hedonic Index research and a "Boots in the Water" refutation of the normal use of Monte Carlo projections. But now that he's experienced five years of his own retirement, what lessons has he learned and how has his own planning worked out in the real world? This is a living case study of an advisor who took his own medicine, and what he would recommend that you prescribe for your retiring clients going forward.

Speaker(s):
Standard: $49.00

Rising Rates: Is it Time to Abandon Fixed Income?

Preview Available

Rising Rates: Is it Time to Abandon Fixed Income?

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

The first quarter of 2022 was worst performing period for bonds in the last 40 years. The Fed is committed to raising rates. Inflation is raging and no longer appears to be transient. Does this incipient era of rising rates mean that advisors should abandon fixed income? We'll explore the value that bonds can provide in traditional asset allocations, and assess the alternatives, including TIPS, floating rate bonds, alternatives and hedged strategies.

Speaker(s):
Standard: $49.00

2022 IRA and Retirement Planning Update (PFP, EST, TAX)

Preview Available

2022 IRA and Retirement Planning Update (PFP, EST, TAX)

Jun 7, 2022 11:15am ‐ Jun 7, 2022 12:30pm

This session will cover the best 2022 retirement tax planning strategies. The program will show CPAs how to react to the most recent tax changes, including the SECURE Act, and other major tax planning changes. Most clients will need to have their current retirement, tax, and estate plans revised based on the recent tax rule changes. The program will show advisors how to increase consulting income by identifying the planning areas where CPAs and other financial planners can add the most value to clients. In addition, this session will include the latest cases and rulings, many of which are not widely publicized, yet apply to all clients with retirement accounts. Find out the latest in the world of IRA tax planning so you can share this with clients who will be looking to you for guidance on making critical retirement decisions. This will add to your value as a key retirement planning tax advisor.

Speaker(s):
  • Ed Slott, CPA, Partner, Ed Slott and Company, LLC
Standard: $49.00

A Goals-Based Approach to Retirement Income Planning

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A Goals-Based Approach to Retirement Income Planning

Jun 7, 2022 11:15am ‐ Jun 7, 2022 12:30pm

The traditional 4% rule assumes that retirees can withdraw a fixed amount from a volatile investment portfolio. In a world of increasing longevity and lower expected asset returns, this approach to funding retirement income is neither safe nor optimal. This presentation instead uses a goals-based approach that matches investments with expected retirement spending. I discuss new research that demonstrates how investment risk affects spending variability in retirement spending, how spending changes over time, how advisors can better match their investments to meet spending goals, and the tradeoff of various investment and product strategies.

Speaker(s):
  • Michael Finke, PhD, CFP, Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Tags: PFP
Standard: $49.00