Agenda
Aug 19 2013 8:00AM
Registration & Networking
Arrive early enough to pick-up your registration package, have a cup of java and enjoy this opportunity to network with like-minded professionals. Remember to be prepared to show you photo ID when registering.
Aug 19 2013 8:30AM
Financial Planning in the Age of Uncertainty
What does it mean to deliver relevant and impactful financial planning in the 21st century? How do we make a difference when so much of what we address is beyond our and our clients’ control? What impact do new lifestyle, demographic, medical, technological and global trends have on financial planning and our clients’ lives? This session focuses on bringing these threads together and offering recommendations for shifting your practice and deliverables to stay relevant to your clients. Conversational and interactive!
Aug 19 2013 10:00AM
Morning Networking Break with Chapter Partners and Colleagues
Take the opportunity to networking with your colleagues and visit with our chapter resource partners. Check in with your office for messages, but take the time to connect with your peers, too.
Aug 19 2013 10:30AM
Incorporating Housing Wealth In Retirement Distribution Streams
Session description coming soon
Aug 19 2013 11:30AM
FPA of Florida Update
This fast-paced session will update you on the activities of FPA of Florida including the upcoming meetings in Tallahassee with our State regulators and legislators.
Aug 19 2013 12:15PM
Luncheon with Colleagues and Chapter Partners
Enjoy luncheon with your colleagues and chapter partners. Talk to folks you have not seen since last year and make friends with some new folks, too.
Aug 19 2013 1:00PM
Next Time Will Be Different
The U.S. experienced its first market crash in 1792, the year the NYSE opened for business. Repeated episodes of boom and bust in the intervening years have failed to produce a rubric for economists to use to predict the onset of the next panic or crisis. History doesn't repeat itself, but it often rhymes. This session draws on more than 200 years of financial and economics history to highlight the subtle, nuanced differences and similarities in panics and crises, and what to watch for and what to ignore before the next one.
Aug 19 2013 2:30PM
Afternoon Networking Break with Sponsors and Colleagues
Take the opportunity to networking with your colleagues and visit with our chapter resource partners. Check in with your office for messages, but take the time to connect with your peers, too.
Aug 19 2013 3:00PM
Mangining Client Expectations with Investment Policy Statements
We will discuss how “To Serve and To Protect” could be the motto of the Investment Policy Statement. Both Advisors and their clients benefit from a thorough exchange on needs and solutions during the discovery and agreement periods, but when the information is not documented and reviewed, the understandings can be forgotten and/or abandoned. Lack of documentation can also leave the Advisor open for litigation.
Session to be repeated at 1:00 pm on Tuesday.
Aug 19 2013 3:00PM
Real Cost of Retirement Living Options
Aug 19 2013 4:00PM
Tax and Estate Planning Update
This session will cover the changes in income and estate tax planning as a result of ATRA. The session will include planning opportunities, heads up and gotcha moments.
Aug 20 2013 8:00AM
Registration & Networking
If you are only attending the sessions on Tuesday, arrive early enough to pick-up your registration package. Remember to be prepared to show you photo ID when registering.
Aug 20 2013 8:30AM
Effects of the Affordable Care Act on Special Needs Trusts
The Affordable Care Act has important implications for special needs planning. While excellent information about the ACA and its progress can be found in government and policy-wonk websites, it’s an intense process for practitioners to sort through the law and understand what mix of benefits or private means can be of the highest benefit to any given individual with a disability.
Aug 20 2013 10:15AM
Breaking Down the Barriers/Passing the Torch
Bob will discuss one of the greatest problems facing financial advisers and their clients, how to open up communication with their elderly parents and make sure that they have done the things necessary to protect themselves and their family. Financial advisers have been very successful at working with clients to create and manage realistic retirement plans. But too many have overlooked the critical legal, financial and emotional issues that these people will have to face when their parents begin to fail. All too often families will wait until a crisis occurs to act. And then it is often too late.
Aug 20 2013 1:00PM
Ethics for CFP Professionals
An in-depth exploration of CFP Board’s Code of Ethics and Professional Responsibility, this program goes beyond explanation to application, through discussion of several of the anonymous case studies. You'll get specific about what needs to be disclosed to clients, the material elements of financial planning, and know when a fiduciary standard applies to a client situation.
Aug 20 2013 1:00PM
Mangining Client Expectations with Investment Policy Statements - Repeat
We will discuss how “To Serve and To Protect” could be the motto of the Investment Policy Statement. Both Advisors and their clients benefit from a thorough exchange on needs and solutions during the discovery and agreement periods, but when the information is not documented and reviewed, the understandings can be forgotten and/or abandoned. Lack of documentation can also leave the Advisor open for litigation.
Repeat of session offered at 3:00 pm on Monday.
Aug 20 2013 3:00PM
Windows of Opportunity
Is it possible through creative income tax planning to receive a double discount for gifting? After passage of the American Taxpayer Relief Act (ATRA) on January 1, 2013, major donors realized that they had been specifically targeted. Donors with large estates are a major target of ATRA. With an estate exemption of $5.25 million for 2013 and an estate tax of 40% for amounts over that level, the gift and estate tax for major donors may be very large.