Financial Planning Conference - On-Line Only (FPC)
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 3, 2021
Time: Friday 1:40pm - 1:50pm
Time: Friday 2:40pm - 2:50pm
Time: Friday 4:05pm - 4:15pm
Friday, December 10, 2021
Time: Friday 8:00am - 8:02am
Macroeconomic Forecast for 2022: What's Worse - Recession or Inflation?
Time: Friday 8:00am - 8:50am 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.
Time: Friday 8:50am - 9:00am
Protecting Your Assets From Your Future Former Spouse
Time: Friday 9:00am - 9:50am 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 9:50am - 10:00am
Time: Friday 10:00am - 10:50am 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.
Time: Friday 10:50am - 11:00am
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.
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 1:50pm - 2:40pm 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.
Holistic Financial Planning: A Discussion on Investing and Risk Management
Time: Friday 2:50pm - 4:05pm 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. Everyone is busy, and quick to “check the box” on tasks … but is that safe? Saying you have a plan is like saying you have a car; there are many kinds of “cars”. We’ll talk through some different planning considerations, and examples of how plans can be crafted or derailed.
2022: Economic and Market Outlook
Time: Friday 4:15pm - 4:40pm Credits: 0.5 TB
Brent Schutte, Chief Investment Strategist, 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.
Time: Friday 11:50pm - 12:50pm
- 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, 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
Ben Graybar, MBA
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. Rubin
Daniel S. Rubin is the Co-Chair in Moses & Singer’s Trusts and Estates practice group and partner in the Asset Protection practice group. Daniel concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters. Daniel has...Read more about Daniel S. Rubin here
Kristoffer E. Doura
Education: MBA, University of Charleston School of Business & Leadership, 2009; BS in Business Administration, Management, University of Charleston, 2008 Certification: certified and registered financial specialist Career: Financial Representative, NPC Financial, 2015-present Offensive Lineman, Pittsburgh; Offensive Lineman, CFL; Offensive Lineman, Miami Dolphins, 2010 Career Related...Read 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