Overview
You can’t afford to miss this Advanced Personal Financial Planning conference!
This comprehensive program provides key updates, advanced strategies, best practices and innovative ideas to meet the needs of your clients in an ever-changing environment. Session topics cover: how to build, grow and structure a practice; how to expand your knowledge in niches such as retirement planning and wealth management; advice on advanced financial planning subjects and updates on technical issues.
You will come away from this advanced conference energized – ready to face the challenges and opportunities of 2010 and beyond!
Advanced program. National scope. Outstanding networking.
Leaders in the field will bring you up-to-date on the newest developments in the industry, enhancing your ability to address today’s challenges. This is the industry’s premier Personal Financial Planning program with the opportunity to meet and learn from industry experts, business leaders and peers. So, we urge you to register now.
Tax, 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. |
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Agenda
Untitled Document
Please check back again for an updated agenda.
Location
Disney’s Contemporary Resort
4600 N. World Drive
Lake Buena Vista, FL 32830
For online reservations for both – resort and/or theme park tickets - please visit http://mydisneymeetings.com/meetingsite/aicpa2010/
Hotel Phone: (407) 824-1000
Hotel Reservations: (407) 824-3869
Hotel Room Rate: $229 single/double
Note: includes complimentary Airport transportation and luggage delivery services to and from the Orlando International Airport via Magical Express – see website or ask Disney representative for more information.
Hotel Reservation Cutoff Date: December 17, 2009
Optional Workshops
Purchase Below
From Tax Advisor to Wealth Manager: The Road Best Traveled (Part I and II) – All Day Session
Date:
January 17, 09:00 AM
-
05:15 PM
Session Price:
$450.00
Session Code:
100
CPE Credits:
8
This session will explore how leading CPA financial planners around the country are integrating investment management and monitoring, estate planning and charitable giving, risk management planning and other areas with their client’s tax strategies. Through a hands-on case study that will teach you how to integrate all of the core areas of financial planning in addition to development of a client portfolio, how to gauge risk tolerance and planning to ensure your client’s financial goals are met.
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From Tax Advisor to Wealth Manager: The Road Best Traveled (Part I)
Date:
January 17, 09:00 AM
-
12:00 PM
Session Price:
$225.00
Session Code:
101
CPE Credits:
3.5
The session will be dedicated to tax, retirement (how to ensure clients reach their goals) and estate planning (solutions available and what works best).
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From Tax Advisor to Wealth Manager: The Road Best Traveled (Part II)
Date:
January 17, 01:00 PM
-
05:15 PM
Session Price:
$275.00
Session Code:
102
CPE Credits:
4
This session will focus on: investment (how to build portfolios whether you manage assets or you oversee the process) and insurance planning (how to ensure clients are getting the best products available at the best rate). The day will end with a panel of experts who will share how they have done it and answer all of your questions.
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Sophisticated Financial Engineering Ideas: Roth Conversions & Other IRS Strategies
Date:
January 17, 01:00 PM
-
05:15 PM
Session Price:
$275.00
Session Code:
103
CPE Credits:
4.5
Once the tax professional has mastered the fundamental of retirement distribution planning, the next step is to identify ways to preserve these tax-deferred assets using a variety of sophisticated strategies. During this session we will cover the following sophisticated strategies: Understanding the Primary Issues, Roth IRA Conversions, Using Life Insurance and ILITs to Maximize IRAs, IRA ILIT Strategy, IRA Annuity Strategy and Employer Securities in a Qualified Plan
Date:
January 17, 01:00 PM
-
05:15 PM
Session Price:
$275.00
Session Code:
104
CPE Credits:
4.5
This workshop will give you all the tools you need to effectively manage portfolios for tax efficiency. Save your clients money and boost your earning potential. Session highlights include:
* Answers to your rebalancing questions
* Top 5 tricks to simplifying your rebalancing process
* Common mistakes and how to avoid them
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IMCA-sponsored workshop: Current Trends in Manager Evaluation and Selection
Date:
January 17, 01:00 PM
-
03:00 PM
Session Price:
$175.00
Session Code:
105
CPE Credits:
2
This workshop is designed to take the concepts and strategies taught in the CIMA® program specific to Manager Search and Selection and applying practical applications for clients that can pass today’s fiduciary audits. Topics covered will include the basic 4 step process of establishing criteria, screening, selection, implementation and the on-going process of due diligence.
Date:
January 17, 03:15 PM
-
05:15 PM
Session Price:
$175.00
Session Code:
106
CPE Credits:
2
This session will address performance measurement, starting generally with its place in the portfolio management process. It will then focus specifically on performance measurement standards and calculation methodologies. * Performance measurement in conceptual, organizational, and operational context of a top-down investment decision-making process
* Overview of the Global Investment Performance Standards (GIPS), including pending changes
* A new approach to after-tax performance measurement
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