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Hosted by FPA of Tampa Bay

Workshop with Ellen Rogin and Jeff Levine

Our Summer Professional Series brings outstanding content experts to enhance your knowledge and practice of financial planning. Join us on July 20th for a workshop featuring Jeff Levine and Ellen Rogin.

Ellen Rogin opens the workshp with a session designed to help you increase your communication skills and Amplify Your Influence with your clients and your team. Then Jeff Levine will share Tax Planning for 2021 and Beyond that includes an overview of the Biden Tax Plan and strategies you'll want to consider using with your clients.

Application for continuing education has been filed with CFP Board.

Tuesday, July 20, 2021
1:00 PM - 3:15 PM Eastern Time


Zoom Virtual Meeting Platform

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Speaker Profiles


Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSA
Lead Financial Planning Nerd
Nerd's Eye View at Kitces.com

Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA is the Lead Financial Planning Nerd for Kitces.com, a leading online resource for financial planning professionals, and also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax and estate planning. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is a regular contributor to Forbes.com, as well as numerous industry publications, and is regularly sought after by journalists for his insights.

Ellen S. Rogin, CPA, CFP®
Create Great, LLC

Ellen Rogin, CPA, CFP® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. Ellen successfully grew and ultimately sold a wealth management practice in the Chicago area and was a top producing financial advisor. Ellen is a nationally-known expert on building wealth. She speaks across the world on creating success and abundance, consults in the financial services industry, and mentors financial advisors in growing their practices in non-traditional ways. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com. She is a regular contributor to Horsesmouth® and the host of the Extraordinary Advisor show on Horsesmouth Live.


Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.

DateCourse Title/DescriptionStartCFP®
Jul 20, 2021 Amplify Your Influence Ellen S. Rogin, CPA, CFP® Amplify Your Influence: How to Communicate So Your Clients and Team Will Listen You have great advice to share, yet clients can't always hear what you're saying and sometimes don't act on your suggestions. With all of the challenges in the world today, communication is getting even more difficult and complex. You can be an even more powerful communicator if you know the steps to take. You’ll learn: You’ll learn: • What to do to get your clients present and clear to hear what you have to say • Gain a deeper understanding of the physiology of connection and why it matters how you communicate • How to hear what clients mean but aren't saying • How to listen and communicate when talking to individuals and groups Tools & resources you'll get: • The top 10 questions to ask to build even deeper client relationships 1:15 P 1.00
Tax Planning for 2021 and Beyond Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSA President Biden's proposed tax policy is no longer a matter of if, but of when. Do you know how his tax policy will impact your clients? Are you prepared to provide the right planning recommendations based on the potential changes? Join us to gain a better understanding of Biden's tax proposal and how to leverage it successfully within your financial planning process. During this webinar, we will: - Provide an Overview of Biden's Tax Proposal - Highlight Major Changes and the Potential Impact of Each - Explore Planning Opportunities - Share Strategies to Engage Prospects Around Taxes. After attending this session, you will be able to: - Describe Biden's proposed tax policy and potential impacts - Identify Tax Planning Opportunities within Biden's proposals - Discuss major changes and potential impact with clients and prospects. 2:15 P 1.00

Event ID  420