VIRTUAL - Personal Financial Planning Conference

Speaker: Bill Cates, CSP, CPAE, President, The Original Referral Coach

Client retention and referrals are the lifeblood of your business.

In this lively presentation, you will discover how to:
• Increase your unsolicited referrals to more right-fit clients.
• Become appropriately proactive without being pushy or feeling needy.
• Turn a client’s willingness to refer into an effective connection with a prospective client.
• Building a culture of referrals will allow you to increase your revenue without increasing your marketing budget.

This session is available to registrants only.

Speaker: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler & Associates, LLP

What can be done in 2024 to prepare clients for the best decisions in actions both now and in 2025?

--Running the numbers to provide the best analysis and solutions.

The scheduled reduction of the Federal Estate Exemption amount by one-half on January 1st, 2026 is causing a great many affluent taxpayers to consider what actions to take with respect to large gifts and other strategies. These clients will be best served by considering what planning techniques or series of techniques can be used to maximize estate tax reduction while allowing the client to maintain as much control as possible and remaining assets and/or access thereto to assure that the clients do not run out of assets during their lifetimes. Bob has run the numbers on a number of techniques that can be used in succession or combination to give clients the best possible results, and also powerpoint slides and spreadsheets that can be applied to and shared with clients to educate and illustrate the results of a number of possible scenarios.

* This session has been pre-approved for 1 hour of CFP credit.

This session is available to registrants only.

Speaker: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler & Associates, LLP

Estate planning for IRAs in a second marriage is a topic filled with hidden landmines just waiting to trip up the unsuspecting advisor.  The dangers inherent in using Conduit Trusts is a perfect example. Another example is an IRA payable to a QTIP trust. Sounds simple, right? Not so fast! An IRA payable to a QTIP trust sets up a problematic mismatch between how state law defines "fiduciary accounting income" and the surviving spouse's expectations as to what kind of income s/he would actually received. All of this puts a premium on the advisor having to sharpen their skills, which is exactly what Bob Keebler will help you do. In his fast-moving, content-packed webinar, Bob breaks down all the technical rules so you don't make that one fatal mistake.

* This session has been pre-approved for 1 hour of CFP credit.

This session is available to registrants only.

Speaker: Kelley C. Long, CPA/PFS, CFP

Remote work is here to stay, at least for professional services and personal financial planning firms. How do you allow employees requested flexibility to work outside the office without risking disengagement or loss of talent? Kelley Long, PFS and financial wellness coach, will be leading a discussion based on her own experience as a remote employee working for a company with an office-based workforce before remote work was commonly available. You’ll learn subtle pitfalls to avoid as well as best practices to keep both in-office and remote workers engaged in the company culture for the ultimate success of all stakeholders.

This session is available to registrants only.

Speaker: Kelley C. Long, CPA/PFS, CFP

Health Savings Accounts continue to gain popularity as a triple-tax free retirement and healthcare planning vehicle and are looking to their trusted advisor for answers around the nuances. The session will take a deep dive into the details of Health Savings Accounts, offering best practices for maximizing the wealth-building aspects as well as common pitfalls to avoid. Expect tips on navigating Medicare enrollment along with HSA contributions, utilizing a super HSA as well as end-of-life HSA planning for maximum tax-efficiency.

* This session has been pre-approved for 1 hour of CFP credit.

This session is available to registrants only.

Speaker: Bryan Armour, CFA, Director of Passive Strategies for North America, Morningstar Research Services, LLC

ETFs are eating the fund world. Over the past five years, investors have added $5 trillion more to ETFs than mutual funds. But ETFs aren't always the optimal investment vehicle. In this session, I'll talk about ETF advantages that really matter to investors and what to consider before buying an ETF or a mutual fund.

This session is available to registrants only.

Speaker: Ed Stubbins, CFA, Partner, Fuller & Thaler Asset Management

The presentation will focus on ways that behavioral mistakes can be predicted and leveraged in the investment decision making process. FullerThaler is an asset manager that specializes in managing equity mutual funds that leverage behavioral techniques in the investment process.

This session is available to registrants only.

Speaker: Daraius Irani, Ph.D., Vice President, Strategic Partnerships & Applied Research, Towson University

This session is available to registrants only.