Financial Planning Conference - On-Line Only
Registration is Open
Serving Your Clients' Needs in These Turbulent Times.The COVID-19 pandemic has significantly impacted wealth management on all levels. Clients are looking for direction and reassurance in their personal and professional financial planning. This virtual, 8-hour CPE event is designed to provide CPAs, Certified Financial Planners, and other experienced practitioners with the latest information, best practices and resources to guide clients down the strongest path to financial stability.
This conference qualifies for 8 Technical Business (TB) hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. Application will be made for 8 hours of CFP credit.
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Friday, December 10, 2021
Time: Friday 8:00am - 8:10am
Macroeconomic Forecast for 2022: What's Worse - Recession or Inflation?
Time: Friday 8:10am - 9:00am Credits: 1 TB
R. Christopher Jones, Ph.D., President and Chief Economist, Florida Economic Advisors, LLC
A discussion of the recovery from the COVID-driven recession of 2020, and the struggles facing the U.S. economy in its return to normal, without severe inflationary consequences.
Protecting Your Assets From Your Future Former Spouse
Time: Friday 9:05am - 9:55am Credits: 1 TB
Daniel S. Rubin, Partner, Moses & Singer LLP
No one weds to later divorce, but most recognize at least the possibility that the person soon to be standing next to them at the altar might be a "future former spouse." Individuals of means will want to do what they can to protect against the financial consequences of that possible outcome, most commonly, perhaps, through a pre-nuptial agreement. However, when a pre-nuptial agreement appears impractical or impossible, undesirable or potentially unenforceable, complementary or alternative strategies, such as the self-settled spendthrift trust might also be used. This session will examine, in detail, both such options.
Time: Friday 9:55am - 10:05am
Time: Friday 10:05am - 11:00am Credits: 1 TB
Jeff Juniper, Registered Investment Representative, CPA Joint Venture
Help your clients cut through all of the confusion and misinformation surrounding annuities. After this fast-paced workshop, you'll know more about annuities and how they work more than 95% of other CPAs and financial advisors.
Retirement Planning and Social Security
Time: Friday 11:00am - 11:50am Credits: 1 TB
Theodore "Ted" J. Sarenski, Wealth Advisor, Capital One Investing
Social Security is an integral part of retirement planning but so are many other factors that need to be considered when discussing planning with your clients who are nearing the end of their working years. Learn about all of the items that will make retirement planning complete for your clients and yourself.
Time: Friday 11:50am - 12:50pm
I Sold My Practice: What Now, What's Next, and What Should I have Done Differently?
Time: Friday 12:50pm - 1:40pm Credits: 1 TB
Reina Schlager, Partner, Schlager, Schlager & Levin
I am a CPA and Financial Planner (PFS). At age 60 I decided to plan to retire at 65 and sell my practice. December of the year I turned 65, I sold my practice. Here’s what I wish I had done, what I did pretty well, and what resources I used. The bottom line – you know your practice best and where its value lies. The acquisition professionals will tell you, otherwise. In this session, you will get ideas that can increase the future value of your firm to maximize your purchase price, as well as make the transition of ownership easier for the seller, the buyer, and the clients who are at the mercy of the whole process.
Business Entities: Buy-Sell Analysis and Opportunities
Time: Friday 1:45pm - 2:35pm Credits: 1 TB
Kristoffer E. Doura, NPC Financial
Explore the various types of buy-sell agreements, how to do practical fact-finding, and how to choose the appropriate agreement. Learn the importance of valuation and the appropriateness of sample provisions. Also learn how to use life insurance to fund these agreements.
Time: Friday 2:35pm - 2:45pm
Holistic Financial Planning: A Discussion on Investing and Risk Management
Time: Friday 2:45pm - 4:00pm Credits: 1.5 TB
Ben Graybar, MBA, Associate Financial Advisor, The Gantt Financial Group
This session will discuss the 6 main risks affecting retirement planning, mitigation strategies, and investments considerations. We’ll cover events that commonly derail your clients’ plans, mitigation strategies, investments & considerations. People are in a hurry, and quick to “check the box” & put away a task as completed… but is that safe? Saying you have a plan is like saying you have a car – there is a big range of definitions that can include. We’ll talk through some different considerations, and real examples of how plans can be crafted or derailed.
Time: Friday 4:00pm - 4:05pm
2022: Economic and Market Outlook
Time: Friday 4:05pm - 4:30pm Credits: 0.5 TB
Brent Schutte, Chief Investment Advisor, Northwestern Mutual
Coming out of the COVID pandemic has spawned market growth. Now grow influence in twofold - too much growth that could lead to inflation or too little growth due to the emergence of the Delta variant. Explore where we stand right now and what do we expect in 2022.
- Hear about the macro-economic forecast for 2022
- Protect your assets from you future former spouse
- Explore the power of zero - proactive planning
- Gain insight into retirement and elder planning
- Understand financial planning considerations for selling your practice
- Hear about holistic financial planning
Theodore J. Sarenski, CFP,PFS
Theodore "Ted" Sarenski , CFP, PFS is Chief Executive Officer and President of Blue Ocean Strategic Capital, LLC.Ted is recognized locally and nationally as an expert providing financial planning advice. He currently appears on WSTM-3, Syracuse’s NBC affiliate, taking viewers’ calls and offering planning concepts to viewers. Ted appeared on the PBS affiliate in Syracuse as a permanent guest...Read more about Theodore J. Sarenski here
Jeff Juniper is an Investment Advisor Representative at CPA Joint Venture. Jeff started his Financial & Insurance Advisor career in 1995 helping Business Owners, Professionals and Individuals make smarter financial decisions. After watching his Mother lose over 50% of her life savings in 2000 due to being taken advantage of he set out to provide fiduciary advice that was in his client’s best...Read more about Jeff Juniper here
R. Christopher Jones, Ph.D.
Dr. Chris Jones serves as the President and Chief Economist of Florida Economic Advisors, LLC. Dr. Jones is one of Central Florida’s most experienced regional economists. In addition to his advanced degrees in business and economics, he has over 27 years of experience as an economic and financial consultant in Central Florida. His private sector background includes tenure as an associate...Read more about R. Christopher Jones here
Reina Loree Schlager, CGMA,CPA,PFS
Reina Schlager obtained her BBA Magna cum Laude from Temple University in Philadelphia, Pennsylvania where she met and married Robert. She is a Certified Public Accountant and worked for the international accounting firm of Coopers & Lybrand. While in Philadelphia, she was Assistant Treasurer and Director of Risk Management of the University of Pennsylvania. As Assistant Treasurer, she authored a...Read more about Reina Loree Schlager here
He is part of a 12 person team that utilizes the proprietary tools & solutions of Northwestern Mutual & Northwestern Mutual Investment Services, and additional contracted companies. Ben has 30 years in finance with the last 20 years originating SBA loans at Bank of America, Synovus, & Hancock Whitney. His current nonprofit board service includes being Treasurer of the Tallahassee Classical School...Read more about Ben Graybar here
As chief investment strategist at Northwestern Mutual Wealth Management Company, Brent guides the investment philosophy for individual retail investors. In more than 20 years of investment experience, Brent has navigated investors through booms and busts, from the tech bubble of the late 1990s to the financial crisis of 2008-2009. An innate sense of investigative curiosity coupled with a healthy...Read more about Brent Schutte here
Daniel S. RubinRead more about Daniel S. Rubin here
Kristoffer E. DouraRead more about Kristoffer E. Doura here
- Current and future economic environment
- COVID-19 impact on financial planning
- Challenges facing retirement planning
- Tax strategies for a volatile economy
- Social Security and Medicare
- Financial issues related to complex divorce
Designed For:For CPAs, Certified Financial Planners and other finance professional providing, and interested in, wealth management.
Prerequisite:None. This course is designed for beginner to intermediate financial planning professionals.
Sponsor & Exhibitor Information