Personal Financial Planning


Save the Date:
Nov. 10, 2022
Penn State Great Valley, Malvern or Webcast

Broaden your financial planning practice with updates on the economy, retirement planning, winning more clients, and implementing new tax laws.

Especially for CPAs who perform financial planning for their clients; experienced practitioners, CFPs, and PFSs seeking to enhance technical knowledge; and practitioners who are interested in adding personal financial planning services.

Thanks to our 2021 sponsor


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A Look Back at the 2021 Agenda

7:45 a.m.
Greetings from PICPA Leadership

8:00 a.m.

Economic Outlook: What You Need to Know 1-Other

  • GDP outlook: Will virus trends delay or derail the recovery?
  • Inflation: Will it remain transitory?
  • Federal Reserve: What is the outlook for tapering and rate hikes?
  • Investment implications of our growth and inflation outlook
Thomas, Rhea

Rhea Thomas
Senior Economist
Wilmington Trust

8:50 a.m.

Protecting Your Clients: An Ethics Update from the FBI 1-Ethics

  • Case examples regarding email compromise
  • How financial sector employees can help identify scams and prevent losses for their clients, employers, and partners
  • Investment fraud, elder fraud, and financial fraud related to the COVID-19 pandemic

Duffy, Patrick

Patrick Duffy
Supervisory Special Agent
Economic Crimes Unit

9:40 a.m.
Morning Break

9:55 a.m.

Federal Tax Year-End Update 2-Tax

  • Tax and financial changes to be aware of for year-end 2021/tax season 2022
  • Review of recent federal tax legislation:
    • American Rescue Plan Act
    • Consolidated Appropriations Act 2021
    • CARES Act

Mary Lew Kehm, CPA
Owner, Mary Lew Kehm, CPA/PFS

11:35 a.m.
Lunch Break

12:25 p.m.

The SECURE Act’s Impact on IRA and Retirement Plan Dollars 2-Tax

The SECURE Act accelerates taxes on inherited IRAs and retirement plans. An analysis of the long-term financial impact indicates the need for an aggressive response.

  • Advance planning for likely tax increases to reduce income tax liability
  • Optimizing Social Security distributions and Roth IRA conversions
  • Implementing the best estate plan for married IRA owners
  • Who gets what: Making tax-savvy bequests
James Lange

James Lange, CPA
Registered Investment Adviser
Lange Financial Group LLC

2:05 p.m.
Afternoon Break

2:20 p.m.

What’s New with Investing 2-Other

  • The current state of the economy: Have we recovered fully from the 2020 pandemic-induced economic crisis, and what is the underlying state of economic activity?
  • What does this imply for interest rates and financial markets in general?
  • What risks confront the economic and investment landscape heading into 2022, and how should investors and business owners prepare?
Clemons, Scott

G. Scott Clemons, CFA
Partner, Chief Investment Strategist
Brown Brothers Harriman & Co.

4:00 p.m.

See You Next Year

"The topics were very relevant to my everyday work. I have also shared the ideas and content with colleagues."

Philip Sirolli, CPA
Valley Forge Financial Group Inc.


CPE Credits: 1-Ethics, 4-Tax, 3-Other

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5-Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

CFP®, CLU, and ChFC Credits: This course has been submitted for CFP®l, CLU, and ChFC credits. CFP® is a certification mark owned by the Certified Financial Planner Board of Standards Inc.