Your clients are looking for financial guidance in a world of complexity and uncertainty. Take important steps to deepen client relationships by gaining knowledge of cutting-edge strategies, innovative ideas, best practices and key updates during the 2015 Advanced Personal Financial Planning Conference.
Over the course of three intensive days, you will have access to thought leaders who will offer tax and economic insights, new planning ideas, a clear understanding of the global environment and market outlook, plus much more. Learn how to maximize your opportunities and bring the greatest value to your clients - in one advanced, all-encompassing conference.
5 Tracks for Focused Learning
Discover critical insights and high-level guidance, directly from the experts, on how to address your clients' needs. With a track that suits your interests, you'l gain valuable technical knowledge and the know-how for immediate implementation in your practice.
New for 2015! Insurance and Risk Management
Explore a range of topics to protect your clients' wealth and secure your business. Learn more about long term care, P&C and life insurance strategies, as well as prenuptial agreements, cyber security and building trust online.
Wealth Management and Tax
Enhance and refine your client tax, planning and financial services. Sessions offer innovative strategies in income tax, sophisticated estate planning for high-wealth and mass affluent clients, NING/DING trusts and asset location as well as key tax updates. Learn to grow family business wealth, plan for philanthropy and advise US citizens abroad.
Gain new insights to advise your clients and maximize their retirement income. Learn proven strategies for tax-preferred retirement savings, target replacement rates, safe withdraw rates and annuities. Engage clients with insights about inheritance issues, predictors of life satisfaction, and longevity risk in retirement. Explore key opportunities in the Affordable Care Act, Medicare and Social Security.
Maximize key asset management strategies to better serve your clients. Innovative approaches to tax-efficient investing, asset allocation, hedge funds, and fixed income are offered. Learn about advanced concepts in due diligence structures and trends with ETFs and screening - investment manager evaluations, as well as Smart Beta, indexes, and PIMCO hot topics.
Practice Management and Technology
Engage in sessions to explore new ideas you can use now, to benefit your practice or business. Learn best practices in business development, practice valuation, communicating with clients, managing a new generation of employees and compensation strategies. Utilize new technology and launch a mobile office.
Who Should Attend