AICPA Advanced Personal Financial Planning Conference

Kick off the New Year at the AICPA Personal Financial Planning Conference — an information-packed 4-day forum that allows you to step away from your daily practice responsibilities to network with peers and enhance your knowledge in a learning-intensive environment. For financial professionals looking to discover new opportunities in client service, this first-class conference will ensure that you return to work with a broad array of tools and financial planning know-how that you can use immediately to fuel your business growth.

Tax Section, PFP Section Members or PFS Credential Holders Save an Additional $100.00: When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the Tax Section, PFP Section or PFS Credential.

SUNDAY – January 18, 2009 – Pre-Conference Workshops
8:00 am - 6:00 pm      Registration and Message Center Open
9:00 am - 5:30 pm      All-Day Workshop (Choice to attend all day Part A and B – or select  individual sessions 101/Part A or 102/Part B only) – additional fee
                                                100 Creating a Successful Financial Planning Practice (Part A and Part B)
9:00 am - 12:00 pm                101 Part A: Implementing PFP Services in Your Firm: Developing Step-By-Step Plans
9:00 am - 10:15 am                  Complimentary Vendor Sessions (three will be offered – additional details to follow)
10:45 am - 12:00 pm                Complimentary Vendor Sessions (three will be offered – additional details to follow)
V4 Creating a Successful, High-Net Worth Financial Planning Practice (sponsored by Rochdale Investment Management)
12:00 pm - 1:00 pm    Lunch Break (on own)
Half-Day Workshops (additional fee)
1:00 pm - 5:00 pm     102 Part B: Growing PFP Services in Your Firm: Developing Strategies
1:00 pm - 5:15 pm     103 Workshop on Roth Conversions in 2010
104 Advanced Investment Strategies (IMCA sponsored workshop)
105 Financial Planning for the Middle Market
5:15 pm - 6:30 pm     Town Hall Meeting
6:30 pm - 7:30 pm     PFS-Sponsored Welcome Reception

MONDAY – January 19, 2009 – Day OneMONDAY, JANUARY 19 – MAIN CONFERENCE DAY ONE
7:00 am - 5:50 pm      Registration and Message Center Open
7:00 am - 8:00 am      Continental Breakfast and Vendor Display
8:00 am - 8:50 am      Keynote Presentation
1 Sixty is the New Forty with Deena Katz
8:50 am - 9:20 am      Morning Refreshment Break and Vendor Display
9:20 am - 11:00 am    Concurrent Sessions
IM                                     2 Retirement Redesign – Asset Allocation Strategies
PM                                     3 21st Century Strategic Marketing
WM                                    4 Sophisticated Planning for IRAs
PPEC/R                             5 Elder Law
11:00 am - 11:10 am  Change Break
11:10 am - 12:40 pm Concurrent Sessions
IM                                      6 130/30 Hedge Funds AKA Extension Strategies
PM                                      7 Succession Planning for the Small Business Owner: Succession for Your Practice
WM                                     8 IRAs Payable to Trusts
PPEC/R                               9 Long Term Health Care – A Closer Look at an Advancing Marketplace
12:40 pm - 1:40 pm    Lunch and Presentation
L1 PFS Section Update, PFS Credential
1:50 pm - 3:20 pm     Concurrent Sessions
IM                                       10 The Case for BRIC: A Market and Economic Update
PM                                       11 Putting the AICPA/Moss Adams Study Results into Action
WM                                      12 Tax Traps and Opportunities: What Financial Planners Should Know
PPEC/R                               13 Social Security: How Secure? How to Advise Your Clients
3:20 pm - 3:50 pm     Afternoon Refreshment Break and Vendor Display
3:50 pm - 5:20 pm     Concurrent Sessions
IM                                      14 Investment Ideas You Should be Paying Attention To
PM                                     15 Best Practices Business Models
WM                                    16 Advanced Issues in Property and Casualty Insurance: Insuring Unusual Assets and Risk Panel
PPEC/R                              17 Financial Affairs @ End of Life
5:30 pm - 6:30 pm     Networking Reception

TUESDAY – January 20, 2009 – Day TwoJANUARY 20 – MAIN CONFERENCE DAY TWO
7:00 am - 6:30 pm      Registration and Message Center Open
7:00 am - 8:00 am      Continental Breakfast and Vendor Display
7:00 am - 7:50 am      Early Riser Sessions (select one)
IM                                      301 Benchmarking
PM                                     302 Developing Strategic Alliances
WM                                    303 Adding Life Insurance to Your PFP Practice: What Everyone Should Know – The Good, the Bad and the Ugly
PPEC/R                              304 Life and Death Planning with IRA Assets
8:10 am - 9:00 am      Keynote Presentation
18 Behavioral Finance and Investor Biases with Terrance O’Dean, University of
California Berkeley
9:00 am - 9:30 am      Morning Refreshment Break and Vendor Display
9:30 am - 11:00 am    Concurrent Sessions – select one
IM                                       19 Application of After-Tax Asset Valuations
PM                                       20 Streamlining Your Practice with Technology
WM                                      21 Estate Planning Updates – Post-Election Update – in the Wake of the Uncertainty Surrounding Estate Tax Law Revision
PPEC/R                                22 All the Questions About IRAs and Roths You Always Wanted to Ask
11:10 am - 12:40 pm Concurrent Sessions – select one
IM                                       23 Fundamental Indexing
PM                                      24 But No One Was Hurt: Case Studies on Managing Civil and Regulatory Liability in a Highly-Charged Environment
WM                                     25 Evaluating a Client’s Life Insurance Portfolio
PPEC/R                              26 Consumption, Side Streets and the Drawdown Intersection
12:40 pm - 1:40 pm    Lunch and Presentation
L2 Update to the Profession and PFS Credential
1:50 pm - 3:30 pm     Concurrent Sessions – select one
IM                                  27 Building Alternative Investments into Portfolio Construction
PM                                  28 The Art of Leadership & Team Building
WM                                 29 Ethical Challenges in Personal Financial Planning
PPEC/R                          30 Transfer Strategies to Other Generations: 5 Ways to Transfer Assets to Kids
3:30 pm - 4:00 pm     Refreshment and Networking Break
4:00 pm - 5:15 pm     Keynote Presentation
31 Dimensions of Investing with Eugene Fama, Jr.
5:30 pm - 6:30 pm     PFP-Sponsored Reception For PFP Section Members

WEDNESDAY – January 21, 2009 – Day Three, JANUARY 21 – MAIN CONFERENCE DAY E
7:00 am - 12:30 pm    Registration and Message Center Open
7:00 am - 8:00 am      Continental Breakfast and Vendor Display
7:00 am - 7:50 am      Early Riser Sessions – select one
IM                                   401 Active vs. Passive Sleeves
PM                                  402 Financial Planning for the Middle Market
WM                                  403 Business Succession Planning & Exit Strategies – Understanding & Planning for Business Ownership Change
PPEC/R                           404 The CPA as Trustee – To Be or Not To Be
7:50 am - 8:00 am      Change Break
8:00 am - 9:00 am      Keynote Presentation
32 Economic and Market Outlook for 2009 with David Kelly, JP Morgan
9:00 am - 9:10 am      Change Break
9:10 am - 10:25 am    Concurrent Sessions – select one
IM                                   33 Utilizing Structured Products in Client Portfolios
PM                                   34 Developing & Retaining a Team for Success
WM                                  35 Transfer for Value Rules and Tax Traps
PPEC/R                           36 Planning for the Future Former Spouse: Issues Seniors Face to Protect Income
10:25 am - 11:00 am   Morning Refreshment Break and Vendor Display
11:00 am - 12:15 pm Concurrent Sessions – select one
IM                                      37 Tax Smart Investing: The Benefits of a Tax Overlay and Integration Money Manager
PM                                      38 Secure, Reliable Technology Systems for Advisors
WM                                     39 The Next Generation of Annuities – Debunking Old Myths and Discovering New Truths
PPEC/R                              40 Designing a Retirement Portfolio
12:15 pm                   Main Conference Adjourns

Hilton San Diego Bayfront
One Park Boulevard
San Diego, CA 92101
Hotel Phone: (619) 270-2600
Hotel Reservations: (800) 445-8667
Hotel Room Rate: $249 single/double
Hotel Cutoff Date: December 18, 2008