CPA Personal Financial Planning Boot Camp (PFPB)
8.0 Credits
Member Price $350.00
Non-Member Price $475.00
Overview
CPA financial planners have never been more in-demand with personal financial planning projected to grow two times faster than tax compliance services alone. An AICPA survey of high-income and high-net-worth consumers revealed that two out of three seek advice on tax and financial planning topics from a CPA.
That presents CPA financial planners with an opportunity to understand their clients' entire financial picture and to help them plan comprehensively.
The FICPA, in partnership with CPAlliance (a division of CPS Investment Advisors) is offering this unique boot camp to help CPAs who offer tax, retirement, estate, risk management and investment planning services to become CPA financial planners.
To help CPAs launch a successful financial planning practice, the full-day program covers:
- Becoming a Financial Planner
- The CPA Financial Planner Playbook
- Financial Planning and Investments 101
- Building and Integrating Your CPA Financial Planning Practice
It concludes with veteran and new practitioners sharing how they successfully incorporated financial planning into their thriving practice.
CPE Credit
This conference qualifies for up to 8 hours of Technical Business CPE credit, and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. The type of credit earned depends on concurrent breakouts chosen. Please indicate choice of breakouts on the registration form.
$tack the $avings!
In addition to FICPA member and early registration discounts, you can save up to 15% when registering groups of five or more from the same organization. Contact FICPA Member Services at MSC@ficpa.org or 850-224-2727, ext. 1 for details.
FICPA Members save even more. Not a member? Join today at ficpa.org/JoinToday.
Social Media
Follow the FICPA on Linked in, Facebook, Instagram and X and share news about this conference using the hashtag #FICPAMEGA.
Highlights
- Becoming a Financial Planner
- The CPA Financial Planner Playbook
- Financial Planning 101
- Investment 101
- Building & Integrating Your CPA Financial Planning Practice
Prerequisites
None
Designed For
CPAs, accountants, and other finance professionals
Objectives
- Get advice on how to launch a successful Financial Planning practice.
- Meet with veteran Financial Planners to learn one on one from them.
- Small group format to ensure your get the most out of this event.
Notice
Conference Site:
Universal Loews Sapphire Falls Resort
6601 Adventure Way
Orlando, FL 32819
407-503-5000
Accommodations:
Please NOTE - The FICPA Hotel Room Block is Full
There are many hotels in the Universal Resorts area at various price points. Here are a couple options in the immediate area by the Sapphire Falls Resort:
Loews Royal Pacific Resort at Universal Orlando
6300 Hollywood Way
Orlando, FL 32819
407-503-3000
Universal Aventura Hotel
6725 Adventure Way
Orlando, FL 32819
407-503-6000
Hotel accommodations are to be made on your own and are subject to availability and current published room rates.
Monday, June 9th
General Session
- Welcome & Introduction
This session is available to registrants only.
General Session
- Becoming a CPA Financial Planner
Why CPAs make the best financial planners and how they do it successfully. Unlike non-CPA financial planners, CPAs have the knowledge and experience to understand their clients' entire financial picture and therefore to plan comprehensively.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- The CPA Financial Planner Playbook
Running a successful practice: Be a superhero to your clients, nail every engagement, and be compliance proof.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Financial Planning 101
The demand for financial planning services has never been higher and the opportunities have never been greater. This session will share what you need to know and what clients really need.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Investment 101
An investment philosophy that works & one that clients understand.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- Building and Integrating Your CPA Financial Planning Practice
How the most successful advisors have built million dollar practices.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Where to Start
Everything you need to know to get started!
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Panel Discussion
Hear firsthand from your Peers how they've expanded their practice to provide personal financial planning services and expand their business. Panel will consist of both veteran and new practitioners.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Q&A - Closing Remarks
This session will allow attendees to ask questions and have an interactive session with the days' speakers.
Credits: 1 - Technical Business
This session is available to registrants only.
Leader(s):
Leader Bios
Michael Riskin, Vice President/Partner, CPS Investment Advisors
Michael is a seasoned financial professional and Florida native with a career marked by a deep commitment to financial planning and practice management. Initially driven by an interest in white-collar crime investigation and an aspiration to join the FBI, Michael’s path shifted during his tenure at a prominent public accounting firm, where he discovered his true passion: personal financial planning. Here, he found fulfillment in helping individuals and families navigate complex financial landscapes.
Michael holds a degree in Business and Economics from Lehigh University and a Master’s in Taxation from Florida International University. He is a Florida CPA, Certified Financial Planner (CFP®), and Personal Financial Specialist (PFS) through the AICPA, reflecting his dedication to excellence in his field.
With comprehensive expertise in financial planning, Michael guides clients through all stages of wealth management, from accumulation to preservation and legacy planning. His approach combines technical proficiency with an understanding of the unique goals of each client. In practice management, Michael has successfully led teams and developed strategies that enhance client satisfaction and operational efficiency.
Peter Golotko, President/CEO, CPS Investment Advisors
Peter has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the financial planning process.
Peter is the President and majority owner of CPS Investment Advisors, and also serves as the firm's Chief Compliance Officer. Peter is a frequent speaker on topics like financial planning, investing, retirement planning, SEC compliance and technology.
Peter received his Bachelor of Science degree in Accounting and a Master of Business Administration from Florida Southern College in Lakeland, Florida. He is a Certified Public Accountant licensed in Florida, and has earned the Personal Financial Specialist credential granted by the American Institute of Certified Public Accountants.
Peter enjoys serving and speaking in the community. He is the past President of the Polk Chapter of the Florida Institute of CPAs, a founding member of the Tigertown Rotary Club of Lakeland, is on the Board of Directors for Noah's Ark of Central Florida and The Peace River Center. He has also served as treasurer of the Early Learning Coalition. He has served on the investment committee for the Florida Institute of CPAs and the Ethics committee of the AICPA.
Rachael Savinon, Assistant Director, CPAlliance
Rachael, a twin and the youngest of eight, remembers a hectic yet happy childhood. Despite her many blessings, her younger years were not without struggle. The passing of her mother at age six profoundly influenced Rachael's perspective on life and relationships. This loss taught her to focus on what brings joy and positivity, and to cherish each day rather than wasting it by dwelling on a bad yesterday. Grateful for every moment, Rachael is determined to live life to the fullest and treasure the ones she loves.
Outdoor adventures, especially those involving water, have always been a significant part of Rachael's life. She loves camping, kayaking, and spending days at the beach with her family. In 2014, she married her husband Leo on her father's dock at beautiful Lake Henderson, a place that holds special meaning for them. Together, they now have two wonderful children who share their love for adventure.
Rachael graduated from Southeastern University in 2009 with a Bachelor of Science degree. Her diverse professional experience includes roles in case management, banking and finance, and investments and wealth management. Through these experiences, Rachael developed a passion for helping others navigate the complexities of planning for their financial futures. She aims to educate and empower her clients, guiding them on their path to financial independence.
Currently, Rachael serves as the CPAlliance® Assistant Director at CPS Investment Advisors. In this role, she specializes in building an industry of trusted CPA Financial Planners, ensuring that clients receive the highest level of expertise and care. Rachael's dedication to her work and commitment to her clients is driven by her desire to make a positive impact, reflecting her core values of gratitude, joy, and a zest for life.
Non-Member Price $475.00
Member Price $350.00