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ADVI$OR: Personal Financial Planning Virtual Conference

  • 01/22/2021
  • 10:00 AM - 5:40 PM
  • Webinar - CALCPA

Registration


Register

Join CalCPA on January 22 for their inaugural Advi$or: Personal Financial Planning Virtual Conference, where they’ll cover the impact of the election, COVID-19 and natural disasters on the PFP industry. Additional topics include: • Communicating with Clients in a Virtual World • Eldercare Issues and Longevity Planning • Generational Impact on Clients and Succession • And more!

More Info

Agenda:

  • 8:00 AM Keynote Presentation with Dr. David Kelly
  • 8:50 AM Environmental Social Governance (ESG) Investing
    • Samuel Adams
    • Glenn Steven Freed, CPA
  • 10:00 AM Dealing with Retirement Plans
  • 10:50 AM Estate Planning After the Election
    • Robert M Birgen, CFP, PFS
    • Jonathan C. Lurie, Esq, Esq.
  • 11:40 AM Opportunity Zone Investments and Associated Tax Benefits
  • 1:00 PM Financial Elder Abuse: Society's Shame
    • Mitchell Freedman, CPA, PFS
  • 1:50 PM Social Security and the Medicare Module
    • Theodore J Sarenski
  • 2:50 PM Generational Impact on Clients and Succession
    • Sheryl Lisa Rowling, CPA

Designed for: CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.

Objectives:

  • Understand the latest on regulatory requirements, investment strategies and theories in a changing environment.
  • Learn how to leverage various tools and techniques to better serve your clients.

Major subjects:

  • Environmental Social Governance (ESG) Investing
  • Dealing with Retirement Plans
  • Estate Planning After the Election
  • Opportunity Zone Investments and Associated Tax Benefits
  • Communicating with Clients in a Virtual World
  • Eldercare Issues and Longevity Planning
  • Generational Impact on Clients and Succession
Level: Advanced

Prerequisites: Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.

Developer:  CalCPA
CPE Credits: 8
Area of Study: Taxes
Instructors: 
Samuel Adams; Robert M. Birgen, CFP, PFS; Glenn Steven Freed, CPA; Mitchel Freedman, CPA, PFS; Jonathan C. Luris, Esq.,Esq.; Sheryl Lisa Rowling, CPA; Theodore J Sarenski




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Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727
Email: info@ndcpas.org

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