2015 FPA Annual Conference Bundles:
CLICK HERE to access the 2015 FPA Annual Conference bundles for custom bundling.
Why are people going through divorce often difficult to work with? Can you debunk the myths surrounding pre-nups, explain the basic requirements for enforceability and address practical questions such as how to pop the “P” word? Find out about love, money, marriage, death and divorce in this special set of recordings.
What role does Social Security play in retirement planning? How are planners helping their clients address Social Security in retirement? Don’t let your clients fall short at retirement. Get specific solutions that are both conceptually simple and eminently feasible because they build on the existing retirement system.
Got sophisticated estate planning for high wealth clients up your sleeve? If not, learn about the more sophisticated estate planning techniques available here! Do you really know everything necessary to advise clients about trusts from A to Z? If not, then “trust” that this session will teach you what you need to know. In addition, there is still time to help your clients prepare to lower their 2015 income tax liability!
CE: 2 | Member Price (30% Off): $81.88 | Non-Member Price (30% Off): $165.88 |
SESSION TITLE: | SPEAKER NAME: | DESCRIPTIONS:
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Sophisticated Estate Planning for High Wealth Clients
| Diana Zeydel, J.D., LL.M. | There is still time to help your clients prepare to lower their 2015 income tax liability! Many strategies exist in today’s environment, some common and some unique, all of which ...Read More |
Trusts: A through Z
| Daniel Rubin, J.D., LL.M. | Trusts are ubiquitous in estate, gift and generation-skipping transfer tax planning, extremely common in asset protection planning, and ...Read More |
Creative Year-End Tax Strategies
| Jeff Rattiner, MBA, CFP®, CPA, RFC | There is still time to help your clients prepare to lower their 2015 income tax liability! Many strategies exist in today’s environment, some common and some ...Read More |
Catch a panel discussion about conflict between founders and successors and hear about the most commonly overlooked issues when dealing with business succession planning, including issues relating to legal documents, insurance planning and family harmony. Then learn that there is no better time to be building a financial planning practice than now! Four industry icons will share their secrets of what it takes to bring your practice up to the next level. Finally, identify service models and marketing messages and strategies that resonate with middle income clientele of all ages and stages.
CE: 1.5 | Member Price (30% Off): $88.17 | Non-Member Price (30% Off): $179.17 |
SESSION TITLE: | SPEAKER NAME: | DESCRIPTIONS:
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Succession: Unlocking Value, Power, and Potential in Wealth Management Firms
| Timothy Kochis, J.D., MBA, CFP®; Eric Hehman, CFP®; Jay Hummel, CPA | This session will be an interactive discussion around the financial, operational and emotional aspects of successful transitions within the independent advisory space...Read More |
Helping Family Business Grow and Maintain Wealth
| Steven Goodman, MBA, CPA | Specific issues that are commonly found when dealing with business succession planning...Read More |
| Best Practices: Secrets of Building a Successful Practice | Ross Levin, CFP®, Greg Friedman, CFP®, Scott Kahan, CFP®, Elissa Buie, CFP® | There is no better time to be building a financial planning practice than now! Research shows that there will be a greater need for advisors services than at any time before so you need to be ready...Read More |
| Financial Adviser Marketing and Opportunites with the Middle Class | Sheryl Garrett, CFP®, AIF®
| Successfully attracting and serving middle-income clients is often very different from the marketing and service models employed for high-net-worth clientele...Read More |
Millennials are set to inherit trillions of dollars from the baby boomers over the next few decades. Do you know how to attract this new wave of clients? Are you ready to finally embrace social media and use it to gain new clients, increase your annual business revenue and land media appearances? Got college in the future? Get concrete ways to help your clients with teenagers lower their college costs by becoming smart college shoppers. Go mobile! Clients want instant access to information and quick responses from you.
CE: 2 | Member Price (30% Off): $81.58 | Non-Member Price (30% Off): $165.58 |
SESSION TITLE: | SPEAKER NAME: | DESCRIPTIONS:
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| How to Grow Your Financial Planning Business Using Social Media | Brittney Castro, CFP®, CRPC®, AAMS
| In this enlightening breakout session, Brittney will show you exactly how she achieved her success and provide you...Read More |
Engaging Millennials: The Rubik’s Cube of Financial Planning
| Eric Roberge, CFP®
| Millennials are set to inherit trillions of dollars from the baby boomers over the next few decades. This generation has...Read More |
| Five Simple Yet Effective Ways to Help Your Clients Cut Their College Costs | Lynn O’Shaughnessy | As college prices continue to escalate, even affluent families are struggling to cover the costs when some schools are now charging $250,000 for a bachelor’s degree...Read More |
Creating a Mobile Office
| David Oransky, CFP®, CPA/PFS, RLP® | In today’s world, clients want instant access to information and quick responses from you; employees want modern technology and more flexibility; and firm...Read More |
