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

Personal High Net Worth Property & Casualty Insurance: Lessons Learned From Recent Catastrophic Events

Preview Available

Personal High Net Worth Property & Casualty Insurance: Lessons Learned From Recent Catastrophic Events

Jun 8, 2022 2:00pm ‐ Jun 8, 2022 3:15pm

Given the world’s current state with unforeseen catastrophic events, insurance carriers have been greatly impacted with Billions of dollars being paid out. Rates are on the rise and now it is more important than ever to have a complete review of your personal insurance policies to ensure there are no gaps in coverage. This discussion will highlight commonly overlooked coverages, critical items, and exposures that homeowners need to be aware of. Knowing what you need to be mindful of will help you identify your risks so that there are no surprises in a difficult situation. We will cover lessons learned from recent catastrophic events, including hurricanes, sexual harassment suits, and how to protect yourself against exposures during these challenging times.

Speaker(s):
Standard: $49.00

Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility

Preview Available

Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility

Jun 8, 2022 2:00pm ‐ Jun 8, 2022 3:15pm

Advisors and clients often focus on the 4% rule when discussing retirement income. Most of the times, however, using the 4% rule leaves you with more money at the end than when retirement started. Given the current market (low bond yields and high equity valuations), many are suggesting the 4% rule is no longer safe. On the other hand, research shows that retiree spending goes down as they age, and that most retirees will never draw down their retirement portfolio. In this session, we will look at strategies that will help your clients spend more money initially (during the go-go years of retirement) while ensuring they don’t run out of money in the process.

Speaker(s):
  • Oscar Vives, CPA/PFS, CFP®, Wealth Planner, PNC Private Bank
Standard: $49.00

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks)

Preview Available

AmplifiHER: Inspirational Women Breaking Ceilings and Stereotypes in the Profession (All Tracks)

Jun 8, 2022 2:00pm ‐ Jun 8, 2022 3:15pm

Listen to women in the profession talk about how they were able to overcome barriers and achieve their accomplishments while not falling prey to the “superwoman” mentality.

Moderator(s): Speaker(s):
Standard: $49.00

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)

Preview Available

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)

Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm

This interactive session will review an ultra high net worth family case study and possible discovery approaches to develop an estate plan. The discussion will include an illustration of the family’s current estate plan, potential multi-generational planning strategies, and qualitative issues to explore. The session will include smaller group break out discussions and a larger group debrief.

Speaker(s): ​Speaker - Virtual(s):
Standard: $49.00

Social Security with Medicare

Preview Available

Social Security with Medicare

Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm

There seems to be more news coverage in recent years about Social Security and Medicare solvency as well as numerous suggestions of strategies to get the most out of both programs. Attend this session to hear about current legislation, the basics of the programs and ideas you can use to help your clients make informed decisions.

Speaker(s):
Standard: $49.00

Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX)

Preview Available

Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX)

Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm

The field of philanthropy is evolving faster than ever, with new knowledge and innovation, along with hazards and even harmful practices to avoid. Recent events created urgency in philanthropic responses, shed light on the incredible growth of donor-advised funds, and sparked conversations on being a better donor. The social impact landscape and toolbox require an updated look at the current context for social change, from philanthropy to social entrepreneurship to impact investing, advocacy, business influence, leadership, purchasing power, and more. Advisors are expected to be fluent in philanthropic conversation and tools. How do we help our clients navigate these changing times and take advantage of various planning tools that are readily available to do good? How can we help those seeking new knowledge and support as they shift to devote more time and resources to deepen or refresh their role as philanthropists? This session is designed for advisors like you to integrate philanthropic concepts to further your practice and personal development in this moment of need, change, and action.

Speaker(s):
  • Dien Yuen, JD/LLM, CAP, AEP, Executive Director, Center for Philanthropy & Social Impact, The American College of Financial Services
Standard: $49.00

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)

Preview Available

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)

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

This session will engage the participant in understanding languages of appreciation and how to leverage them to create a sustainable culture of belonging and relevance. Take part in dynamic conversations and gain tools and techniques to engage and retain BIPOC teammates.

Speaker(s):
Standard: $49.00

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

Preview Available

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

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

The Great Resignation is a phenomenon where record numbers of people are leaving their jobs during the COVID-19 pandemic. Join this session to learn how to navigate the ripple effects of the pandemic and re-evaluate how to retain talent, particularly women who have been the most impacted.

Speaker(s):
  • Ms. Jeannine K. Brown, Professional Coach, Chief Executive Officer, Everyday Lead Consulting
  • Kassi B. Rushing, APR, Vice President, Organizational Strategy & Employee Experience, Blue Hen
  • Ruth O. Reitmeier, PCC, Director of Coaching and Training, Doerr Institute at Rice University
Standard: $49.00