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AICPA Advanced Personal Financial Planning Conference

Date: Jan 19 - Jan 21, 2009
Location: Hilton San Diego Bayfront
San Diego, CA
Recommended CPE Credit: 24 (main); up to 6 (optional)
Pre-Conference: January 18
Post-Conference: January 21
See Below To Add To Cart

Overview

Early Bird Discount Has Been Extended. Register now and take save $75 off the regular rate.

New - Updated Complimentary Thought Leadership Sessions
Join us on Sunday. Click here for more information.

Don’t miss this critical conference
Recent history-making changes in the financial markets and turbulence of the global economy have shaken up conventional wisdom and derailed consumer confidence. At a time of new regulations and the beginning of a new administration – more than ever attendance at the AICPA Advanced Personal Financial Planning Conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance you need in order to persevere and succeed.

Timely topics and and impressive roster of keynote speakers include:

  • Sixty is the New Forty – Deena Katz
  • Behavioral Finance & Investor Biases – Terrance Odean
  • Dimensions of Investing – Eugene F. Fama, Jr.
  • Economic and Market Outlook for 2009 – Dr. David Kelly

The conference provides sessions that are divided into four information-packed tracks:

  • Investment Management – Advanced strategies for tax-smart investments, asset allocations and portfolio construction. This track is sponsored by IMCA® (Investment Management Consultants Association. Sessions within this track provides IMCA-sponsored CIMA® credits.
  • Practice Management – Offers best practices, business models, new technologies and key insights into how others succeed. Sessions within this track are linked to key topics identified in the AICPA/Moss Adams Study
  • Wealth Management – Provides insights and updates on strategies for developing and maintaining client wealth.
  • PrimePlus Eldercare/Retirement – A comprehensive compendium of the laws, ideas, best practices and resources to help you better serve your aging and aged clients.

Come on Sunday, January 18th and partake in the following sessions and “special edition” Town Hall Meetings:

  • All day workshop: Implementing PFP Services in Your Firm: Developing Step by Step Plans for Success (additional fee – choice to attend all day session –or- morning or afternoon half day sessions)
  • Morning Thought Leadership Sessions (complimentary – 9:00am – 12:00pm)
  • Select from the following pre-conference workshops (additional fee – 1:00pm – 5:00pm)
    • Workshop on Roth Conversions in 2010
    • IMCA-Sponsored Workshop: Essential Performance Metrics – An Introduction to CIMA® Coursework
    • Financial Planning for the Middle Market
  • Town Hall Meeting – focusing on the financial crisis and the role of the CPA financial planner in helping clients “navigate through the waves of changes” (complimentary – ALL are invited to attend – 5:15pm – 6:30pm).

This year’s conference will also provide plenty of networking opportunities to catch up with old friends and to make new business contacts. Enjoy the following events:

  • Sunday (Jan. 18th – 6:30pm-7:30pm) – PFS-sponsored Welcome Reception: Exclusive for PFS credential holders, prospective PFS holders and guests.
  • Monday (Jan. 19th – 5:30pm-6:30pm) – Networking reception with vendors
  • Tuesday (Jan. 20th – 5:45pm-6:45pm) – PFP Networking Group Reception (for all PFP members)

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 or PFP Section.

Agenda

Untitled Document

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

Location

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

Optional Workshops

Purchase Below Creating a Successful Financial Planning Practice – All Day Session

Date: January 18, 09:00 AM - 05:00 PM
Session Price: $450.00
Session Code: 100
CPE Credits: 7
There has been an explosive growth trend in the number of CPA firms providing financial planning/advisory services over the past decade. Many CPAs are a natural fit to provide these services as they have the business acumen. (Please note that if you can not join us for the full day – you may opt to take only Part A or Part B / sessions 101 and 102) – please see times and topics below for these half day comprehensive sessions. ATTEND full day – indicate session 100 and save $50.

Purchase Below Part A: Implementing PFP Services in Your Firm: Developing Step-by-Step Plans

Date: January 18, 09:00 AM - 12:00 PM
Session Price: $225.00
Session Code: 101
CPE Credits: 3
  • Getting started including best practices and business models
  • Tools to consider highlighting technology needs in a PFP practice
  • And more


    • Purchase Below Growing PFP Services in Your Firm: Developing Strategies

    Date: January 18, 01:00 PM - 05:00 PM
    Session Price: $275.00
    Session Code: 102
    CPE Credits: 4
  • Guidance to keep your firm in compliance with federal and state regulations
  • Marketing techniques that work in building your business
  • Panel of successful PFP practitioners who will answer your questions
  • And more

    • Purchase Below Workshop on Roth Conversions in 2010

    Date: January 18, 01:00 PM - 05:00 PM
    Session Price: $275.00
    Session Code: 103
    CPE Credits: 4
    Beginning with the 2010 tax year, current income limitation will be lifted, thereby allowing many more taxpayers the opportunity to convert to a Roth IRA. This opportunity will open up a floodgate of activity for advisors who have become familiar with Roth IRAs and the mathematical factors, which make these Roth IRAs both viable income and an estate tax planning tool.

    Purchase Below IMC A-Sponsored Workshop – Essential Performance Metrics: An Introduction to CIMA Coursework SKA

    Date: January 18, 01:00 PM - 05:00 PM
    Session Price: $275.00
    Session Code: 104
    CPE Credits: 4
    This four-hour workshop is designed to take the concepts and strategies taught in the Certified Investment Management Analyst (CIMA) program and apply as a foundation for advanced strategies and additional investment vehicles for use with clients.

    Please remember to bring your financial calculators (HP12C, HP10B, TI BA2 recommended). Details



    Purchase Below Financial Planning for the Middle Market AP

    Date: January 18, 01:00 PM - 05:00 PM
    Session Price: $275.00
    Session Code: 105
    CPE Credits: 4
    A first of its kind workshop presented by Sheryl Garrett on how she successfully built and refined her hourly-based financial planning practice.

    Purchase Below CalCPA Post-Conference Session

    Date: January 21, 12:30 PM - 02:30 PM
    Session Price: $0.00
    Session Code: 501
    CPE Credits: None
    This session focuses on strategies and tactics to help you guide clients through this important transition with particular focus on life after work and redefining retirement. (Please note: this session is available for California residents only.)

    Purchase Below Public Speaking Skills and Dealing with the Media

    Date: January 21, 01:00 PM - 05:00 PM
    Session Price: $0.00
    Session Code: 502
    CPE Credits: 2
    Available only to PFS Credential Holders! This session focuses on the basics of developing public speaking skills and dealing with reporters and the media. Specific areas of interest include: understanding your audience and reporters, crafting the message that you want to convey, and what to expect in different situations. (This session is only open to the first 20 PFS Credential Holders who sign up. Register now. )

    Table of Contents

    Excerpts

    Early Bird
    (Register by 01/19/09)
    Product Code: PFP09
    Main Conference
    Regular: $1150.00
    AICPA Member: $950.00
    Your Price: $1150.00

    Check box(es) to select sections

    Creating a Successful Financial Planning Practice – All Day Session
    Pre-Conference
    January 18, 09:00 AM - 05:00 PM
    Session Code: 100
    CPE Credits: 7
    Session Price: $450.00
    Part A: Implementing PFP Services in Your Firm: Developing Step-by-Step Plans
    Pre-Conference
    January 18, 09:00 AM - 12:00 PM
    Session Code: 101
    CPE Credits: 3
    Session Price: $225.00
    Growing PFP Services in Your Firm: Developing Strategies
    Pre-Conference
    January 18, 01:00 PM - 05:00 PM
    Session Code: 102
    CPE Credits: 4
    Session Price: $275.00
    Workshop on Roth Conversions in 2010
    Pre-Conference
    January 18, 01:00 PM - 05:00 PM
    Session Code: 103
    CPE Credits: 4
    Session Price: $275.00
    IMC A-Sponsored Workshop – Essential Performance Metrics: An Introduction to CIMA Coursework SKA
    Pre-Conference
    January 18, 01:00 PM - 05:00 PM
    Session Code: 104
    CPE Credits: 4
    Session Price: $275.00
    Financial Planning for the Middle Market AP
    Pre-Conference
    January 18, 01:00 PM - 05:00 PM
    Session Code: 105
    CPE Credits: 4
    Session Price: $275.00
    CalCPA Post-Conference Session
    Post-Conference
    January 21, 12:30 PM - 02:30 PM
    Session Code: 501
    CPE Credits: None
    Session Price: $0.00
    Public Speaking Skills and Dealing with the Media
    Post-Conference
    January 21, 01:00 PM - 05:00 PM
    Session Code: 502
    CPE Credits: 2
    Session Price: $0.00
    To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.
    Choose the Standing Order Option and get these discounts on your initial purchase:

    Publications--10% discount
    CPE Self-Study--20% discount

    Each new future annual edition will then be automatically shipped to you at a 10% discount.