Products
Investing in a World of Uncertainty | preceded by the PFP Standing Ovation Awards
Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am
Understand the current state of and outlook for growth, employment, profits, inflation and interest rates, as well as what it means for the capital markets.
Speaker(s):
- David Lebovitz, Executive Director & Global Market Strategist, J.P. Morgan Asset Management
2022 Strategic and Tactical Themes
Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm
This session will cover the practice and business management strategies and tactics that top advisory practices around the world are focused on for the remainder of 2022 and beyond. Goldman Sachs' Business Strategy team is a global consulting business that works with top retail wealth management firms around the "business of running the business." This session will focus on the often over-looked and under-values tactics that actually move the needle. Areas to be discussed will include: Growth Work (team and leadership) Digital Strategy Advice and Service Delivery
Speaker(s):
- Robert Montella, Senior Strategist, Goldman Sachs
Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts
Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm
A Long-term care insurance contract is an important risk management tool in the personal financial planning process. The contract provides benefits in the event of a future need for a nursing home, assisted living facility, or home health care. Hybrid long-term care insurance, which is also known as asset-based long-term care insurance, consists of a life insurance or annuity contract, with long-term care benefits as part of the contract.
Speaker(s):
- Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.®
Succession Planning Case Studies
Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm
As baby boomers and other business owners face issues of aging, health concerns and the desire to retire, what is to be done with the business? Will family members step in to take over? Is there liquidity to address possible transfer tax issues? If no interested family members, are there potential buyers that should be addressed? What are the goals of the business owner? What are special succession planning challenges facing owners in different professions? This Program will address a wide range of planning concerns that must be faced from both a tax and a non-tax perspective. Special attention will be paid to transferring professional practices, such as accounting., medicine and law.
Speaker(s):
- Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group
Estate Planning Themes For 2022 and Beyond
Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm
In recent years, the need for “traditional” estate tax planning has dramatically decreased. Nevertheless, financial advisors can continue to provide an extraordinary amount of value in the overall estate planning process. This session will explore three key estate planning themes advisors can focus on for success in 2022 and beyond.
Attendees will analyze the paradigm shift in end-of-life tax planning created by the ballooning estate/gift tax exemption, where for more than 99% of families, the primary focus has shifted away from estate tax minimization, and towards basis management and income tax planning. Advisors will also gain a deeper understanding of how today’s rising interest rates impact estate planning for the “lucky” few families who still must contend with the Federal estate tax. Finally, the program will explore how the rise of the digital world has created a new and largely unaddressed wrinkle in estate planning: how to effectively transition “digital” assets, which may include assets with a monetary value, as well as assets with “just” personal or sentimental value, such as social media profiles and digital photos, and online subscriptions.
Speaker(s):
- Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
Ideate, Create and Elevate: Systematizing Your Practice
Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm
Have you ever dreamed of creating a self-managing practice? If leading an efficient and effective team of professionals that allow you the opportunity to focus on value-creation for your clients is your ultimate goal, you must create systems to help you achieve exponential growth. This session will provide participants the opportunity to learn and implement practical systems that will allow greater control of your time to focus on those areas that drive the greatest value in the marketplace. You will gain ideas, strategies and tactics from this session that will immediately aid you in taking control of your practice and designing a future that provides greater freedom to live life by your design. The speaker will share systems that have created a highly profitable and efficient business that allows him to achieve outstanding growth while continuing to enjoy significant time traveling and spending time with family.
Speaker(s):
- Mr. Jimmy J. Williams, CPA/PFS, CFP®, President and Founder, Compass Capital Management, LLC
How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks)
Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm
Join us to hear insights from diverse (in background and role) leaders from within the accounting profession who will explain how to make investments in a diverse talent, as well as in creating an inclusive workforce to increase your pipeline and retention rates to expand leadership representation.
Speaker(s):
- Kimberly N. Ellison-Taylor, CPA, CGMA, CEO, KET Solutions LLC
- Alfred Ko, Partner, RSM US LLP
- Rebecca (Becky) Sproul, Partner, KPMG
- Ken Bouyer, Americas DEI Recruiting Leader, EY
How Alternative Investments Can Be Incorporated Into Your Financial Planning Practice
Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm
Many financial planning practitioners handle investment strategy for clients as well, but do not use private alternative investments as part of their investment strategy. In this session, we will explore options (some old, some new) available to financial planners in the alternative investment space. We will plan to dig into some common misconceptions about the often misunderstood private alternatives asset class, and help attendees better understand the risk, and pros/cons of various options available to them to incorporate use of alternative investments into their practices.
Speaker(s):
- Matthew Dattilo, Partner, Managing Director, Altera Investments
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, Senior Manager for Student Pipeline Initiatives and LGBTQ+ Inclusion, AICPA & CIMA
- Wynde C. Jones, PhD, Owner, The Jones Agency
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):
- David Blanchett, PhD, CFA, CFP, Head of Retirement Research, PGIM