Personal Financial Planning

2021 conference

PICPA Member: $345
Nonmember: $445

Nov. 4
Malvern or Webcast

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


This conference provides accounting and financial professionals with the knowledge, skills, and tools to broaden their practice in the area of financial planning by learning about current economic factors, best practices in retirement planning, ways to broaden their client base, and how to implement actions behind new tax laws.

Who Should Attend
CPAs who are engaged with personal financial planning for their clients and would like to learn about best practices; experienced practitioners, CFPs, and PFSs seeking to enhance their technical knowledge of current tools and strategies; and practitioners who are interested in expanding their practice by adding personal financial planning services.

Keep Informed: More on Personal Financial Planning

2020 Speakers

Hopkins, Jaime
Amrein, Fred

A Look Back at the 2020 Conference Agenda

7:45 a.m.
Greetings from PICPA Leadership
8:00 a.m.
Economic Update
  • Market and economic update according to J.P. Morgan Asset Management's Guide to the Markets
  • Impact of COVID-19 on federal policy
  • State of the economic recovery and investment implications
  • Risks and opportunities
Jack Manley
Vice President
JP Morgan
8:55 a.m.
Financial Planning for Remarriage After Divorce
  • The most important piece of paper in a second marriage
  • Retirement planning for married couples
  • What to do with legacy planning in second marriages
Brian Carney, CFP, CHFC, CDFA, AIF
Blue Rock Rivers Edge
9:45 a.m.
9:55 a.m.
Estate Planning in Uncertain Times
  • How COVID-19 has changed estate planning
  • How to help your clients keep their estate plans up to date
  • Ideas to maximize flexibility in estate planning
Michael J. Maransky
Fox Rothschild LLP
10:50 a.m.
Social Security, Health Care, and Medicare Update
  • Overcoming the three biggest retirement concerns
  • What is income planning?
  • Health care risk
  • Managing Medicare costs and value
  • Outliving one's money: longevity risk
  • Maximizing Social Security
  • Tax efficiency planning
Hopkins, Jaime
Jamie Hopkins, Esq., MBA, CFP, LLM, CLU, CHFC, RIC
Managing Director of Carson Coaching and Director of Retirement Research
Carson Group
11:40 a.m.
Lunch Break
12:20 p.m.
  • How to maximize total after-tax wealth for clients, make assets last a lifetime, and improve estate planning outcomes
  • Rules pertaining to IRAs and Roth IRAs following the SECURE Act
  • Maximizing retirement income through IRAs
  • Best practices for required minimum distributions from IRAs
  • Benefits of Roth conversions and IRAs
  • Changes to IRA beneficiary planning
  • Charitable remainder trusts and other planning strategies that mimic the “stretch IRA” 
Hopkins, Jaime
Jamie Hopkins, Esq., MBA, CFP, LLM, CLU, CHFC, RIC
Maximizing IRAs After the SECURE Act
Managing Director of Carson Coaching and Director of Retirement Research
Carson Group
1:15 p.m.
Managing and Repaying Student Debt
  • Importance of student loan structure to repayment and parent liability
  • Student loan repayment trends and the importance to tax filing options
  • Minimizing repayment with better tax planning
  • Benefits to adding student loan repayment to your practice
  • Impact of the CARES Act
Amrein, Fred
Fred Amrein, MBA, ChFC
Founder & CEO
2:05 p.m.
2:15 p.m.
Investment Approaches for 2020
  • Active vs. Passive Investing
    • Origin of passive investing
    • Current state of active vs. passive investing
    • When and where does active management still make sense?
    • Current and future market risks of passive investing: lack of price discovery, over allocation to a concentrated group of firms, fundamentals being overlooked, liquidity concerns for ETFs, “zombie ETFs,” and “bubble investing”
  • Mutual Funds vs. ETFs
    • Basic differences between mutual funds and ETFs
    • Subcategories and variety of ETFs
    • How are ETFs evolving the investment landscape?
    • Are mutual funds passé?
  • Portfolio Construction Implications
    • Core/satellite constructs
    • Value vs. growth investing
    • Equal weight vs. market weighting
    • Cost trends
    • Role of the “paid adviser” in portfolio cost management, behavioral coaching, and wholistic planning
King, Jake
Moderated by:
Jake A. King, AIF®
Regional Director, RIA Channel
Charles Schwab Investment Management, Inc.
Gilliam, Jake
Jake Gilliam, CFA, AIF® 
Director & Head of Multi-Asset Solutions
Charles Schwab Investment Management, Inc.
3:10 p.m.
Long-Term Care Planning
  • Long-term care and why everyone needs a plan
  • Elements of a long-term care plan
  • Where can you receive care and what does it cost?
  • How can you pay for long-term care?
  • What kinds of insurance can pay for care and how do they work?
  • Long-term care alternatives, including CCRCs?
Bill Borton
Managing Principal
W.R. Borton & Associates LLC
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.


PICPA Member: $345
Nonmember: $445

ClassPass: 8 hours
CLE Credits Fee: $50

ClassPass      flexAccount200x75

Use your ClassPass, ClassPass Mini, or Flex Account to register. Find more information about PICPA discounts.


CPE Credits: 7-Other, 1-Tax

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.

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