MACPA's 39th Annual Personal Financial Planning Conference will provide you with updates on the latest trends, tools, and regulations in personal financial planning. You will gain in-depth knowledge from our expert presenters.
Please note this is a replay of the original conference held on 11/12/2024, please keep that in mind when viewing the content.
This session features the following topics:
Advanced Strategies for Health Savings Accounts | Speaker: Kelley C. Long, CPA/PFS, CFP
Health Savings Accounts continue to gain popularity as a triple-tax free retirement and healthcare planning vehicle and are looking to their trusted advisor for answers around the nuances. The session will take a deep dive into the details of Health Savings Accounts, offering best practices for maximizing the wealth-building aspects as well as common pitfalls to avoid. Expect tips on navigating Medicare enrollment along with HSA contributions, utilizing a super HSA as well as end-of-life HSA planning for maximum tax-efficiency.
ETFs vs Mutual funds | Speaker: Bryan Armour, CFA, Director of Passive Strategies for North America, Morningstar Research Services, LLC
ETFs are eating the fund world. Over the past five years, investors have added $5 trillion more to ETFs than mutual funds. But ETFs aren't always the optimal investment vehicle. In this session, I'll talk about ETF advantages that really matter to investors and what to consider before buying an ETF or a mutual fund.
Leveraging Behavioral Finance in Investment Decisions | Speaker: Ed Stubbins, CFA, Partner, Fuller & Thaler Asset Management
The presentation will focus on ways that behavioral mistakes can be predicted and leveraged in the investment decision making process. FullerThaler is an asset manager who specializes in managing equity mutual funds that leverage behavioral techniques in the investment process.
Economic Update | Speaker: Daraius Irani, Ph.D., Vice President, Strategic Partnerships & Applied Research, Towson University
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