PICPA Financial Planning Conference

Thanks to all 2018 attendees and speakers.

“This conference provides an excellent overview of personal financial planning ideas for the client base I serve.”

Thomas J. Price, CPA
Herbein + Company Inc.

2018 Speakers

Exploring The Laws of Wealth with Author Daniel Crosby


Advising Clients on Preretirement Health Care and Medicare Decisions


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A Look Back at the 2018 Agenda

  • Economic Update (1-Other)
    Speaker
    Rhea Thomas | Economist | Wilmington Trust

  • Tax Planning Under the Tax Cuts and Jobs Act (1-Tax)
    Speaker
    Michael R. DePaul Jr., Esq. | Partner, Tax Services Group | RKL LLP

  • Creative Retirement Plan Design for the Closely Held Business (1-Other)
    Speaker
    Kenneth Marblestone, JD | Partner | The MandMarblestone Group

  • Financial Planning Technology: Where Are We and Where Are We Going? (1-Other)
    Speaker
    Alan Moore, MS, CFP | Co-Founder, XY Planning Network | CEO, AdvicePay

  • Financial Planning: It's Not Just for Boomers Anymore (1-Other)
    Speaker
    Alan Moore, MS, CFP | Co-Founder, XY Planning Network | CEO, AdvicePay

  • Everything You Need to Know about Medicare, Medicaid, Medigap, MAPDs, and Part D RX Plans (1-Other)
    Speaker
    Dudley Mann | Manager, Individual Health Insurance & Medicare | BB&T Medicare and Health Solutions

  • Beyond the Basics: ETFs Trading, Costs, and Portfolio Strategies (1-Other)
    Speaker
    Matt Campbell | Sales Executive, Financial Advisor Services | Vanguard

  • Your Guide to Estate Planning and Inheritance Tax (1-Tax)
    Speaker
    Douglas R. Madanick, CPA, JD, LLM | Shareholder | Kulzer & DiPadova, PA