Financial Planning Conference - On-Line Only (FPC)

FPC 22 Banner
FPC 22 Banner
Friday, December 09, 2022
Webcast or Webinar, Online
8:10am - 4:20pm (opens at 8:00am) EST
8Credits
Technical Business

Registration is Open

Members
$219.00 Regular Price
Non-Members
$344.00 Regular Price
Course Type: CPE Conferences
Course Code: 22/FPC
Field of Study: Accounting, Economics, Finance, Management Services, Specialized Knowledge

Overview:

 

Groups of 5-7 from the same organization receive 15% off!  8 or more 20%!

Call MSC at 800-342-3197

 

Serving Your Clients' Needs in These Uncertain Times. 

This past year has been quite an interesting one. As we begin to try and  to recover, the economy 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.


CPE Credit:

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.


Twitter & LinkedIn

Follow the FICPA @ficpa and use #ficpaFPC to tweet about this conference. 

Schedule:

Friday, December 9, 2022

Opening Remarks

Time: Friday 8:00am - 8:02am

Addressing the 6 Biggest Threats to Retirement

Time: Friday 8:00am - 8:50am Credits: 1 TB

Ben Graybar, MBA, Associate Financial Advisor, The Gantt Financial Group

A study of thousands of financial plans identified 6 main risks that impact and alter retirement. This session will identify these risks, and offer solutions and mitigants for each. The approach is holistic in nature, and will cover risk management, investing concepts, and estate planning.

Presenters:

Break

Time: Friday 8:50am - 9:00am

Fundamentals of Asset Protection Planning

Time: Friday 9:00am - 9:50am Credits: 1 TB

Daniel S. Rubin, Partner, Moses & Singer LLP

Asset protection planning is an integral aspect of the estate and financial planning process. This program will review asset protection planning through the use of exemptions, disclaimers, and third-party spendthrift and self-settled (“asset protection”) trusts - both domestic and foreign.

Presenters:

Break

Time: Friday 9:50am - 10:00am

Economic Update

Time: Friday 10:00am - 10:50am Credits: 1 TB

Randall Coleman, Senior Vice President, Wealth Management Advisor, Portfolio Manager, Merrill Lynch

This course is based upon views from The Merrill Global Wealth & Investment Chief Investment Office.
Objectives include:
1. Provide a timely macro economic outlook
2. Discuss current market dynamics & investment trends
3. Explore 5 investment themes for a transforming world

Presenters:

Break

Time: Friday 10:50am - 11:00am

Retirement Planning / Social Security

Time: Friday 11:00am - 11:50am Credits: 1 TB

Theodore "Ted" J. Sarenski, Wealth Advisor, Capital One Investing

Social Security is one leg of the three-legged retirement stool whose second and third legs are pensions and personal savings.  Learn how to integrate Social Security effectively.  Maximization of Social Security benefits is not always the best solution.

Presenters:

Lunch Break

Time: Friday 11:50am - 12:50pm

2023 Economic & Market Outlook

Time: Friday 12:50pm - 1:40pm Credits: 1 TB

Brent Schutte, Chief Investment Strategist, Northwestern Mutual

Details coming soon!

Presenters:

Break

Time: Friday 1:40pm - 1:50pm

Charitable Giving: Blue Collar to Billionaires

Time: Friday 1:50pm - 2:40pm Credits: 1 TB

Jeremiah "Jere" Doyle, Senior Vice President, BNY Mellon Wealth Management

This program will discuss the tax and estate planning aspects of charitable giving and will discuss a number of charitable giving topics including (1) the percentage of AGI limitation, (2) an overview of the substantiation rules, (3) gifts of appreciated securities, (4) gifts of cryptocurrency, (5) the bargain sale rule, (6) gift of business interests, including C corporation stock, S corporation stock and partnership interests, (7) gifts of real estate and much, much more.

Presenters:

Break

Time: Friday 2:40pm - 2:50pm

Choosing Non Qualified Benefit Plan

Time: Friday 2:50pm - 3:40pm Credits: 1 TB

Kristoffer E. Doura, Financial Professional, 1847Financial

The Importance of choosing the right executive benefit. Many of your clients have key employees who are instrumental to their company’s success. It’s critical for these business owners to do everything they can to provide these top performers with the type of executive benefits that will keep them loyal to their company today, and for years to come. You can help these clients offer the kind of executive benefits that will help them recruit, reward, and retain the critical employees who help to ensure the longevity of their business. Companies of all sizes and structures (e.g., C-Corp, S-Corp, LLC, Partnerships)

Presenters:

Break

Time: Friday 3:40pm - 3:50pm

The CPA Wealth Managers Playbook

Time: Friday 3:50pm - 4:40pm Credits: 1 TB

Shawn McCabe, CPAlliance Director, CPS Investment, Advisors

This course will teach CPA financial planners how to smoothly navigate Personal Financial Planning engagements, build a rapport with clients so they view you as their financial planning superhero, while maintaining compliance requirements effectively. You will learn about different business models and how CPA firms leverage them differently, the basics of a financial planning and investment advisory engagements, the playbook to effectively manage those engagements, and a broad overview of tools and tips to help CPA Financial Planners successfully deliver personal financial planning and investment advisory services.

Presenters:

Objectives:

  • Learn the latest on emerging issues of importance to financial planners

 

 

Presenters:

  • 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
  • Randall Thomas Coleman, CFP

    Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family's unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively maintains a CPA Certification in Florida...

    Read more about Randall Thomas Coleman 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
  • Shawn J McCabe, MSA, MBA, CFP

    After serving 10 years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007. Joining the industry at the beginning of the "Great Recession" allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that...

    Read more about Shawn J McCabe here
  • Jeremiah W Doyle IV, Esq

    Jeremiah "Jere" Doyle, IV, Esq., is Senior Vice President,  BNY Mellon Wealth Management.Jere Doyle is an estate planning strategist for BNY Mellon's Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981.  Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on...

    Read more about Jeremiah W Doyle IV here
  • Brent Schutte

    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, J.D., LL.M.

    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

Presenters:

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

Randall Thomas Coleman, CFP

Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family's unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively maintains a CPA Certification in Florida...Read more about Randall Thomas Coleman 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

Shawn J McCabe, MSA, MBA, CFP

After serving 10 years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007. Joining the industry at the beginning of the "Great Recession" allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that...Read more about Shawn J McCabe here

Jeremiah W Doyle IV, Esq

Jeremiah "Jere" Doyle, IV, Esq., is Senior Vice President,  BNY Mellon Wealth Management.Jere Doyle is an estate planning strategist for BNY Mellon's Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981.  Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on...Read more about Jeremiah W Doyle IV here

Brent Schutte

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, J.D., LL.M.

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

Major Topics:

  • Current and future economic environment
  • COVID-19 impact on financial planning
  • Challenges facing retirement planning

 

Major Topics:

  • Current and future economic environment
  • COVID-19 impact on financial planning
  • Challenges facing retirement planning

 

Designed For:

For CPAs, Certified Financial Planners and other finance professional providing, and interested in, wealth management.

Prerequisties:

None.  This course is designed for beginner to intermediate financial planning professionals.
CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org