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Your clients trust you with their financial security – make sure you’re advising them with the best information available. The Personal Financial Planning Conference is designed to give you up-to-date insights into the issues and trends that impact local, regional, and global markets.
All of our speakers will be VIRTUAL - but we are hosting a "WATCH PARTY" at our offices in Towson. If you would like to attend IN PERSON and network with colleagues please sign up for IN PERSON. We have LIMITED seats for our watch party! We will be charging a $25 CHANGE FEE for anyone switching from IN PERSON to virtual within two weeks of this program.
7 CFP Credits available!
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler & Associates, LLP
The SECURE Act substantially changed post-mortem RMD rules. This changes prudent lifetime
planning and post-mortem calculations. Regulation and guidance published since provides both
clarification and complication. Bob will provide a timely update regarding the current law and best
practices.
Shortly after the SECURE Act was signed into law, Congress began working on follow-up legislation
to further stimulate retirement saving. This legislation is generally referred to as ‘SECURE 2.0. Bob
will provide an overview of the legislation from a personal finance perspective.
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler & Associates, LLP
This session will focus on comparing the mathematics of various common estate tax planning
strategies in the current environment. Specifically, it will cover: GRATs, IDGT sales, SCINs, private
annuities, the "tax burn", and GST exemption leverage. Income tax basis considerations will be
included.
Bob will also help you understand how to run the numbers, communicate these concepts to clients,
and how to compare approaches to develop a client-appropriate strategy.
Speaker: Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence
Take a tour through all of the latest trends in ETFs as well as the broader sea-change in asset management and the advisory world.
Speaker: Wade Pfau, PhD, CFA, RICP(R), Founder, Retirement Researcher
Author, Retirement Planning Guidebook , Co-Founder, Retirement Income Style Awareness, LLC, Founder, Retirement Researcher, Director of Retirement Research, McLean Asset Management, Professor of Practice, The American College of Financial Services, Research Fellow, Retirement Income Institute, Co-host, Retire with Style podcast (Apple) (Spotify) (Podbean)
As the baby boomers reach retirement, advisors must solve new problems for clients who aim to sustain their lifestyle over an unknown horizon. Multiple retirement income strategies have emerged and it is hard for retirees to identify which strategies match their personal style. This presentation is based on research that identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style.
Speaker: Kevin Grogan, CFA, CFP®, Chief Investment Officer, Buckingham Wealth Partners
In this session, you will learn how to use the science of investing to create more efficient portfolios and reduce the risk of black swan events. The following topics will be covered:
This session is for anyone who wants to learn how to invest more effectively and reduce their risk of financial losses.
Speaker: Lee Slavutin, MD, CLU, AEP (Distinguished) Principal, Stern Slavutin 2, Inc.
Life insurance basics and advanced planning
John Owens, CFP®, EA, ECA, CPWA®. Director of Financial Planning + COO, Brooklyn FI, LLC
This presentation will cover various tax characteristics of equity compensation, including ISOs, NQOs, RSUs, and Restricted Stock. It will include real-life examples of client situations drawn from our experience advising hundreds of clients through liquidity events.
Speaker: Dr. Daraius Irani, Ph.D., Vice President Strategic Partnership and Applied Research, Towson University
An overview of the US economy, some of the national headwinds and tailwinds impacting the national economy and the state’s economy.