This webcast replay features four engaging sessions focused on strengthening client communication, improving planning outcomes, and navigating economic and retirement risks. Designed for busy CPAs and financial professionals, these sessions combine practical strategies with real-world application you can use immediately.
Sessions include:
Power of Personal Storytelling
Speaker: Jake DeKinder, CFA, Dimensional Fund Advisors
Learn how effective storytelling can transform the way you communicate with clients by humanizing data, building trust, and helping clients see information through their own lived experiences.
Streamlining Estate Planning: Practical Strategies & Tech Solutions for Everyday Clients
Speaker: Patrick Carlson, JD, LLM, Just Vanilla
Explore actionable estate planning strategies — including Roth conversions, QCDs, QSBS planning, and foundational trusts — while seeing how technology and AI-powered tools can streamline workflows and enhance outcomes for clients across all wealth levels. This session has been pre-approved for 1 hour of CFP Credit. Please complete the sign-in sheet before the conference concludes, the MACPA will submit the credits on your behalf.
How to Address Underappreciated Risks in Social Security Planning
Speaker: Justin Fitzpatrick, Ph.D., CFA, CFP, Income Lab
Go beyond basic benefit calculations to address key Social Security risks, including tax timing, policy changes, longevity, and portfolio impact, with practical insights you can apply directly in client planning conversations. This session has been pre-approved for 1 hour of CFP Credit. Please complete the sign-in sheet before the conference concludes, the MACPA will submit the credits on your behalf.
Economic Update
Speaker: Daraius Irani, Ph>D, Towson University
Gain timely insight into today’s economic environment, including inflation, labor markets, interest rates, and geopolitical factors — and what they mean for your clients and advisory decisions.
Vice President, Strategic Partnerships & Applied Research
Towson University
Dr. Daraius Irani serves as Vice President of Strategic Partnerships and Applied Research at Towson University. In this role, he fosters the development of partnerships between business, government, and education that contribute to the economic vitality of the greater Baltimore region.
For over 25 years, Irani has served in several senior leadership roles at Towson University. As vice president, Irani provides leadership and management to over 70 highly-skilled professionals who work on campus and in state agencies across the state. Collectively, his teams work to open the doors of the university to solve pressing problems, further community collaboration, expand learning opportunities, and generate economic development.
Irani is committed to Towson University and has set priorities that reflect that commitment. These include working to better integrate the Division into the University; advancing Towson University’s reputation as a leader in applied research, education, and entrepreneurship; and making positive impacts through university-community partnerships.
Additionally, Irani serves as chief economist for the Regional Economic Studies Institute (RESI) at Towson University, a policy group providing economic, fiscal impact, and policy analysis to state agencies, nonprofit organizations, and private sector firms. During his tenure at RESI, Irani has managed and served as lead economist on well over 500 research and analysis projects. He also has produced over 250 economic and fiscal impact statements for a diverse portfolio of clients.
Irani is often called upon to provide economic presentations to organizations across Maryland. He has appeared on CNN, the Marc Steiner show, WYPR’s Midday, and Maryland Public Television’s Business Connection. He is often quoted in articles published by Maryland Daily Record, Baltimore Business Journal, The Baltimore Sun, and Washington Post.
Dr. Irani holds a Ph.D. in economics from University of California, Santa Barbara; a M.A. in business economics from University of California, Santa Barbara; and a B.A. in economics from University of California, San Diego.
Dr. Irani is an avid bicyclist and golfer.
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Designed for CPAs and financial professionals involved in personal financial planning, tax, and advisory services who want practical strategies for client communication, retirement planning, and economic insight.
