Personal Financial Planning

conference

Coming Fall 2020!

2019 Hot Topics:

  • A Lesson in Ethics: The Bernie Madoff Fraud Case Updated

  • An Introduction to What a CPA Planner Should Know about Cybersecurity

  • Cash Value Life Insurance as an Asset Class in Comprehensive Planning

  • Paying for College: Proper Debt Structure, Asset Utilization, and Taxes

  • Rewiring the Way You Think about Housing Wealth - preview this session

  • The Challenges of Transitioning from the Accumulation to the Distribution Phase in Retirement Planning - preview this session

2019 Speakers


2019 Agenda

7:15 a.m.
 
Breakfast and Check-in
7:45 a.m.
 
Greetings from PICPA Leadership
8:00 a.m.
 
1-Other
National and Regional Economic Update
  • The year in review: GDP, labor market, and employment conditions
  • Effects of the new and retaliatory tariffs
  • Current and emerging trends in credit markets and monetary policy
  • Economic issues facing Americans near and in retirement, and behavioral economics

Speaker

leigh-ann-wilkins-web_2
Leigh-Ann Wilkins
Economic Outreach Associate
Federal Reserve Bank of Philadelphia
8:50 a.m.
 
1-Tax
Tax Law: Where We’ve Been & Where We’re Headed
  • Looking back at the actual changes that resulted from the TCJA
  • Who benefited from TCJA?
  • What were the pitfalls and opportunities?
  • Tax planning strategies

Speaker

Steffe, John
John R. Steffee, CPA, CSEP
Partner
Simon Lever LLP
9:40 a.m.
 
Take a Breather
9:55 a.m.
 
NEW
1-Other
Paying for College: Proper Debt Structure, Asset Utilization, and Taxes 
  • Proper use of financial assets, debt structure, and school selection
  • Advantages for the business owners
  • Tax strategies for the high net-worth individuals

Speaker

Amrein, Fred
Fred Amrein, MBA, ChFC
Founding Principal
Amrein Financial
10:45 a.m.
 
NEW
1-Other
An Introduction to What a CPA Planner Should Know about Cybersecurity
  • Review of current topics and recommendations for CPAs to protect themselves and their clients
  • Recognition of common scams, considerations for hardware choices
  • Advising your clients on best ways to transfer information to you
  • Considerations for you to transmit data and documents electronically to clients 

Speakers

Albert Wilson, CISSP, CISM
Al Wilson, CISSP, CISM
Information Security
President Emeritus, Philadelphia InfraGard Members Alliance
cpamember
Cerena Coughlin
Special Agent
FBI
11:35 a.m.
 
Lunch
12:25 p.m.
 
NEW
1-Other
Rewiring the Way You Think about Housing Wealth 
  • How to incorporate housing wealth into a retirement income strategy
  • How debt management, through mortgage products, impacts retirement security
  • The features of the Home Equity Conversion Mortgage
  • Review how different clients have different housing goals and needs in retirement
  • Why incorporating housing in the retirement plan is crucial to meeting lifestyle goals
  • preview this session

Speaker

Hopkins, Jaime
Jamie Hopkins, JD, LLM, CFP
Director of Retirement Research
Carson Wealth
1:15 p.m.
 
NEW
1-Other
The Challenges of Transitioning from the Accumulation to the Distribution Phase in Retirement Planning
  • Behavioral biases and psychological hurdles for transitioning from an accumulation mindset to a distribution mindset
  • How to manage retirement income investment risks
  • The benefit of increased safety over chasing investment returns in a decumulation portfolio
  • The three main philosophies of retirement income planning
  • preview this session

Speaker

Hopkins, Jaime
Jamie Hopkins, JD, LLM, CFP
Director of Retirement Research
Carson Wealth
2:05 p.m.
 
Snacks and Chats
2:20 p.m.
 
NEW
1-Other
Cash Value Life Insurance as an Asset Class in Comprehensive Planning
  • Where, when, and how to use cash value life insurance in the planning process
  • How life insurance is integrated with the comprehensive plan and the investment portfolios for the betterment of the family or business
  • Illustrations and real-life examples to pinpoint the advantages of cash value insurance as an alternative to term insurance, including whole life policy reviews

Speaker

Maloney, Bob
Robert E. Maloney, MSFS, AEP
Founder & Managing Member
Squam Lakes Financial Advisors LLC
3:10 p.m.
 
NEW
1-Ethics
A Lesson in Ethics: The Bernie Madoff Fraud Case Updated
  • Duration and scale of the crime
  • What it took to convict Madoff and his co-conspirators who stole almost $20 billion from investors
  • The inside story of a fascinating tale of accounting gone wrong, told by the FBI case agents for the first time

Speakers

cpamember
Patrick J. Duffy
Special Agent
FBI
cpamember
Paul F. Roberts
Supervisory Special Agent
FBI
4:00 p.m.
 
See you next year
“After attending this conference, I have a fresh perspective on the economy and an understanding of the financial needs of a younger generation.”

Lynn M. Bachstein, CPA
Benco Dental



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View packages, and contact Kelli Comegys for more details.