PICPA Financial Planning Conference

Nov. 8
8:00 a.m. - 4:00 p.m.

Penn State Great Valley Conference Center Bldg
Malvern - Map it

CPE Credits 
2-Tax; 6-Other

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

Thomas J. Price, CPA
Herbein + Company, Inc


PICPA Member: $349 | Nonmember: $449

CLE Credit Add-On: $50

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2018 Agenda

7:15 a.m.
Breakfast & Check-in
7:45 a.m.
Greetings from PICPA Leadership
8:00 a.m.
Economic Update
  • Current and emerging economic trends
  • Investment outlook
  • National and international economic outlook
  • Year-in-Review
Rhea Thomas
Wilmington Trust
8:50 a.m.
Tax Planning Under the Tax Cuts and Jobs Act 
  • Impact of new law on personal financial planning
  • Practical guidance for advisors
  • TCJA highlights
  • Update on pass-through income
Michael R. DePaul, Jr. Esq.
Partner, Tax Services Group
9:40 a.m.
Take a Breather
9:55 a.m.
Creative Retirement Plan Design for the Closely Held Business
  • Differentiating between qualified and nonqualified plans
  • Planning for business owners and highly-compensated employees
  • Turning basic retirement plans into creative ones
  • Using defined benefit and cash balance plans to generate significant deductions and retirement savings
Kenneth Marblestone, JD
The MandMarblestone Group
10:45 a.m.
Financial Planning Technology: Where Are We and Where Are We Going?
  • Current and emerging trends in technology for financial planners
  • Leading technologies in each major tech category
  • A look into future technology
  • Overview of existing types of technology available to advisors
Alan Moore, MS, CFP
Co- Founder, XY Planning Network
CEO, AdvicePay
11:35 a.m.
12:25 p.m.
Financial Planning: It's Not Just for Boomers Anymore
  • Business models, marketing techniques, and technologies to guide your firm into the future
  • How to develop services that will engage and retain younger clients
  • Strategies for attracting and retaining young advisors
Alan Moore, MS, CFP
Co-Founder, XY Planning Network
CEO, AdvicePay
1:15 p.m.
Everything You Need to Know about Medicare, Medicaid, Medigap, MAPDs, and Part D RX Plans
  • Coverage choices and decision-making tips
  • Considerations for total wealth planning
  • Who qualifies, when to enroll, when changes can be made, penalties for not enrolling, and the hallmarks of creditable coverage
Dudley Mann
Manager, Individual Health Insurance & Medicare
BB&T Medicare and Health Solutions
2:05 p.m.
Snacks and Chats
2:20 p.m.
Beyond the Basics: ETFs Trading, Costs, and Portfolio Strategies
  • Costs associated with ETFs
  • Five legal structures
  • How ETFs are bought and sold
  • Portfolio strategies using ETFs
  • Using ETFs in model portfolios
Matt Campbell
Sales Executive, Financial Advisor Services
3:10 p.m.
Your Guide to Estate Planning and Inheritance Tax
  • Estate settlements and legal considerations
  • Impact of tax reform update on trusts
  • Practical guidance for advisors
  • Top 10 mistakes with inheritance planning in Pennsylvania
Douglas R. Madanick, CPA, JD, LLM
Kulzer & DiPadova, P.A.
4:00 p.m.
See You Next Year!
Staying over?

The Desmond Malvern a DoubleTree by Hilton
(610) 296-9800
Discounted rate: $184 single/double

Identify yourself as a PICPA conference participant to receive the discounted rate.

Creative Retirement Plan Design for Closely Held Businesses

Protecting Elderly Clients from Fraud and Abuse

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