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Thursday, November 5, 2020 Webcast

Personal Financial Planning Conference (E2011740)

7:45 AM - 4:00 PM EDT

Registration: 7:30 AM EDT


1.0 CPE Credits in TX
7.0 CPE Credits in OT


To provide accounting and financial professionals with the knowledge, skills, and tools to broaden their practice in the area of financial planning by learning about current economic factors, best practices in retirement planning, ways to broaden their client base, and how to implement actions behind new tax laws.This conference was planned by the PICPA's Personal Financial Planning Committee.


CPAs who are engaged with personal financial planning for their clients and would like to learn about best practices; experienced practitioners, CFPs, and PFSs seeking to enhance their technical knowledge of current tools and strategies; and practitioners who are interested in expanding their practice by adding personal financial planning services.


Maximize total after-tax wealth for clients, make assets last a lifetime, and improve estate planning outcomes. Discuss investment approaches for 2020 and beyond. Overcome concerns regarding Social Security, health care, and Medicare.


2020 Conference Agenda

7:45 a.m. - Greetings from PICPA Leadership

8:00 a.m. - Economic Update
  • Market and economic update according to J.P. Morgan Asset Management's Guide to the Markets
  • Impact of COVID-19 on federal policy
  • State of the economic recovery and investment implications
  • Risks and opportunities
Jack Manley
Vice President
JP Morgan

8:55 a.m. - Financial Planning for Remarriage After Divorce
  • The most important piece of paper in a second marriage
  • Retirement planning for married couples
  • What to do with legacy planning in second marriages
Brian Carney, CFP, CHFC, CDFA, AIF
Blue Rock Rivers Edge

9:45 a.m. - Break

9:55 a.m. - Estate Planning in Uncertain Times
  • How COVID-19 has changed estate planning
  • How to help your clients keep their estate plans up to date
  • Ideas to maximize flexibility in estate planning
Michael J. Maransky
Fox Rothschild LLP

10:50 a.m. - Social Security, Health Care, and Medicare Update
  • Overcoming the three biggest retirement concerns
  • What is income planning?
  • Health care risk
  • Managing Medicare costs and value
  • Outliving one's money: longevity risk
  • Maximizing Social Security
  • Tax efficiency planning
Jamie Hopkins, Esq., MBA, CFP, LLM, CLU, CHFC, RIC
Managing Director of Carson Coaching and Director of Retirement Research
Carson Group

11:40 a.m. - Lunch Break

12:20 p.m. - SECURE Act
  • How to maximize total after-tax wealth to clients, make assets last a lifetime, and improve estate planning outcomes
  • Rules pertaining to IRAs and Roth IRAs following the SECURE Act
  • Maximizing retirement income through IRAs
  • Best practices for required minimum distributions from IRAs
  • Benefits of Roth conversions and IRAs
  • Changes to IRA beneficiary planning
  • Charitable remainder trusts and other planning strategies that mimic the “stretch IRA” 
Jamie Hopkins, Esq., MBA, CFP, LLM, CLU, CHFC, RIC
Maximizing IRAs After the SECURE Act
Managing Director of Carson Coaching and Director of Retirement Research
Carson Group
1:15 p.m. - Managing and Repaying Student Debt
  • Importance of student loan structure to repayment and parent liability
  • Student loan repayment trends and the importance to tax filing options
  • Minimizing repayment with better tax planning
  • Benefits to adding student loan repayment to your practice
  • Impact of the CARES Act
Fred Amrein, MBA, ChFC
Founding Principal
Amrein Financial

2:05 p.m. - Break

2:15 p.m. -  Investment Approaches for 2020
  • Active vs. Passive Investing
    • Origin of passive investing
    • Current state of active vs. passive investing
    • When and where does active management still make sense?
    • Current and future market risks of passive investing: lack of price discovery, over allocation to a concentrated group of firms, fundamentals being overlooked, liquidity concerns for ETFs, “zombie ETFs,” and “bubble investing”
  • Mutual Funds vs. ETFs
    • Basic differences between mutual funds and ETFs
    • Subcategories and variety of ETFs
    • How are ETFs evolving the investment landscape?
    • Are mutual funds passé?
  • Portfolio Construction Implications
    • Core/satellite constructs
    • Value vs. growth investing
    • Equal weight vs. market weighting
    • Cost trends
    • Role of the “paid adviser” in portfolio cost management, behavioral coaching, and wholistic planning
Jake A. King, AIF
Regional Director
Charles Schwab

Jake Gilliam, CFA, AIF® 
Director & Head of Multi-Asset Solutions
Charles Schwab Investment Management Inc.

3:10 p.m. - Long-Term Care Planning
  • Long-term care and why everyone needs a plan
  • Elements of a long-term care plan
  • Where can you receive care and what does it cost?
  • How can you pay for long-term care?
  • What kinds of insurance can pay for care and how do they work?
  • Long-term care alternatives, including CCRCs?
Bill Borton
Managing Principal
W.R. Borton & Associates LLC

4:00 p.m. - See You Next Year








“After attending this conference, I have a fresh perspective on the economy and an understanding of the financial needs of a younger generation.”
-Lynn M. Bachstein, CPA - Benco Dental


$345.00 - Member

$445.00 - Nonmember

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