Stepping into an expanded role as a personal financial adviser requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await. If you’re up for the challenge, this two-day seminar will give you all the tools you need to get underway in personal financial planning services.
Get ready to:
Jean-Luc Bourdon, CPA/PFS, runs a fee-only independent financial planning and investment management firm affiliated with a Turnkey Asset Management Provider (TAMP). He previously led the development of a Registered Investment Adviser (RIA) associated with a traditional CPA firm.
Steven Levey, CPA/PFS, recently retired from his CEO position leading sister CPA and wealth management firms. He focused on serving the “millionaire next door” and provided a one-stop shop for all client needs.
Ted Sarenski, CPA/PFS, CFP, AEP, has gotten a taste for providing PFP services in a larger CPA firm and on his own. He provides financial planning services and manages assets. His compensation model is a mix of hourly, retainer and assets under management fees.
Scott Sprinkle, CPA/PFS, CFP, runs a traditional CPA practice alongside a registered investment adviser entity. He offers a full scope of tax and PFP services, and charges a mix of hourly, retainer and assets under management fees.
Susan Tillery, CPA/PFS, CFP, leads an integrated financial planning practice that does not manage assets or place products. Her compensation model is primarily retainer-fee driven, and a key component of her practice is coordinating all of a client’s advisers.
Brooke Salvini, CPA/PFS, CFP, is the principal of a registered investment advisor firm that offers fee-only, hourly objective advice with a focus on estate, retirement, tax and risk management planning.
With Special Appearances by:
Ellen Bruno, CPA/PFS, President, Compliance Advisor Professionals LLC, Berkley, MA
Joel Bruckenstein, CFP, Publisher, Technology Tools for Today (T3), Miramar, FL
Deborah Fox, Financial Planner, Founder, Fox Financial Planning Network, San Diego, CA
Improve your ability to inspire clients to action toward their goals, and establish broader and deeper relationships with your clients, making them clients for life. This workshop trains advisers to help their
clients find freedom and financial security by developing clarity and ease around their relationship to money. The Kinder Institute’s tested method is used by thousands of successful advisers worldwide.
You will learn:
The workshop includes nearly a dozen experiential exercises, practice with three key written exercises you can use with clients and a three-hour practical introduction to the 5-stage EVOKE® client interview process that is more fully elaborated in our five-day Advanced Training
You will develop your understanding of:
Top experts provide you with the technical foundation of the Personal Financial
Planning (PFP) discipline to build competence and help you prepare for the PFS examination. The PFP Boot Camp systematically covers the entire PFP body of knowledge, integrating income tax planning each step of the way. Acquiring the CPA/PFS credential reflects your expertise at the highest level, whether you specialize in tax, estate, retirement, investment or risk management.
Benefit from this informative and highly engaging review of the personal financial process, your professional responsibilities, retirement, investment, and risk management/insurance planning. New areas of emphasis also include elder/special needs planning and education planning.
This workshop is perfect for the tax practitioner looking for a high-level look at all areas of PFP and how tax planning impacts each area, along with how each area is connected to all of the other areas of PFP
The CPA/PFS credential will add value to your practice.
Having the CPA/PFS credential demonstrates unique expertise and added value to your clients. It is the only credential specific to CPAs, combining the income tax and business-owner knowledge of the CPA and the financial planning expertise of the PFS. This review workshop provides attendees with a solid foundation of technical knowledge and competency.
This workshop is one step in your process, as a CPA/PFS financial planner, to provide expert services related to estate planning, retirement planning, risk management and/or investment planning for your clients; creating new revenue streams and increasing client retention.
The 2017 summer PFS exam period runs from July 1 through July 31, 2017, giving you plenty of time to take the exam after this workshop. You have a choice of just taking the boot camp, or stay for other conferences at ENGAGE (additional fee).
Who Should Attend?
CPAs preparing to take the PFS exam; experienced CPAs, partners and staff, who want an overview of PFP to enhance their PFP competencies and learning.
Recommended: The PFP Boot Camp product covers all areas of the PFP Body of Knowledge and most topics are covered in this in-person workshop. The remaining topics (PFP process, professional responsibilities as a CPA financial planner, foundational financial planning concepts, special situations, and the use of the financial calculator) will be included as complimentary online offerings. To receive the maximum value out of this in-person workshop, attendees are encouraged to take the online courses prior to the workshop.
Most people require little to no tax concerns reguarding their estate plan and the very wealthy require estate tax planning. However, tax planning can be very difficult for those in the middle - the mass affluent. These taxpayers, our client base, have many difficult decisions to make regarding elections and the appropriate disposition of assets. These decisions are further complicated by speculative concerns such as future investment performance and possible changes to the law.
This workshop will cover the tax and asset protection issues involved in planning for the $5-$12 estate. Specifically, we'll discuss the most relevant sections of the Code to understand, the mathematics of the portability election, the mathematics of various common estate planning techniques, and estate planning for IRAs.
In order to ensure that potential election impact can be added into this workshop for the best and most up-to-date content experience, a detailed agenda will not be posted until late spring.