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May 16, 2018 Annual Spring Symposium
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5/16/2018
When: Wednesday, May 16, 2018
7:30 AM
Where: Penn State Great Valley Campus
30 E. Swedesford Road
Malvern, PA  19355
United States
Contact: Chris Stewart
215-295-0729

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FPA Philadelphia - 31st Annual Spring Symposium

Earn up to 6 CFP® CE Credits!!

SESSION DESCRIPTIONS - Click here for a printable version.

AGENDA - Click here to download the agenda for the day.
 

Meet Our Keynotes
     
Mitch Anthony
President, Advisor Insights Inc. 
Julie Littlechild
Founder, Absolute Engagement 
James J. Rowley, Jr., CFA
Head of Active/Passive Portfolio Research
Vanguard Investment Strategy Group 

   

9:00 am to 10:00 am

(CFP® CE Approved)

General Session – Keynote Speaker

“How Client Engagement is Being Disrupted”

Julie Littlechild, Founder, Absolute Engagement

We all want to provide a client experience that not only engages but makes us a magnet for exactly the right clients. The problem is this.  The way in which we need to engage clients is being disrupted and we aren’t keeping pace. We are using old approaches to tackle new challenges.

Julie Littlechild is the Founder of Absolute Engagement and in this thought-provoking session, she’ll examine the drivers of client engagement and how your clients are being impacted by changes both from within and outside the industry. She’ll lead a discussion during which the impact of those changes will be examined and share specific tactics that will help you drive deep and enduring engagement.

10:10 am to 11:10 am

Breakout Sessions

Breakout Session I

(No CE Approved)

Women's Panel Discussion
"The Past, Present, and Future of Women In Financial Planning"

Moderator: Catherine Seeber, CFP®, CeFT®, Vice President, Financial Advisor, CAPTRUST

Panelists: Cynthia Axelrod, MBA, Assistant Professor Finance Dept., Temple University’s Fox School of Business; Joan L. Sharp, CFP®, Glenayr Wealth Advisors LLC; Jocelyn D. Wright, MBA, CFP®, State Farm® Chair in Women and Financial Services and Assistant Professor of Women’s Studies at The American College of Financial Services

While it’s a well-documented statistic that there are too few women and minorities in the financial planning profession, there may be additional concerns such as the #MeToo movement which may end up exacerbating the issue. What are we hearing and what can we do to help?  Hear those in career development and long tenured advisory positions share their thoughts. Audience participation will be highly encouraged.

Breakout Session II

(CFP® CE Approved)

(PA Insurance CE Approved)



“How Spending Changes During Retirement: Impact Withdrawal Strategies”

Derek Tharp, Ph.D., CFP®, CLU®, Research Associate at Kitces.com, Financial Planner and Founder of Conscious Capital

This presentation examines how spending changes during retirement impact withdrawal strategies.  Specifically, traditional spending assumptions utilized in safe withdrawal rate analyses are compared to actual spending patterns displayed by retirees.  This comparison reveals that typical assumptions of constant real spending often overstate retiree spending, and, as a result, understate safe withdrawal rates. Typical assumptions also fail to account for the potential to capture greater earnings growth as one’s savings increase, as well as the decline in retirement savings need that corresponds with declining early earnings experienced it late, pre-retirement years.

11:25 am to 12:25 pm

(CFP® CE Approved)

(PA Insurance CE Approved)

General Session – Keynote Speaker                                                                                                                        

“Moving from ROI to ROL: 6 Core Values for Strengthening Client Relationships”

Mitch Anthony, President, Advisor Insights Inc.

Mitch Anthony explains how to strengthen relationships with your clients by increasing your value and helping you understand the following principles: Advisors are in the people business; Advisors need to know how people think and respond; Advisors need to understand how each client thinks about money.  Learn how to bring meaning to your clients’ lives and help them reach their goals.  Mitch helps you understand how Return on Life (ROL) is more important than Return of Investment (ROI) for most clients and how speaking their language will help you build stronger connections.

1:15 pm to 2:15 pm

Breakout Sessions

Breakout Session I

(CFP® CE Approved)
(PA Insurance  Approved)


“Accumulating Wealth with Health Savings Accounts”

Peter Stahl, CFP®, President, Bedrock Business Results

Rising healthcare costs are a major concern for people near retirement.  Health Savings Accounts are emerging as a central component of wealth accumulation strategies, while lawmakers are positioning them as a core element of healthcare reform. Advisors seeking to educate their clients about HSAs and manage HSA assets will learn from a subject-matter expert.  Peter Stahl will present an overview of HSAs with a focus on central financial planning applications.

Breakout Session II

(No CE Approved)


“Media Mastery: Representing Yourself, Your Association and Your Profession Through Media”

Ben Lewis, Director of PR for FPA

Working with journalists is one of the easiest ways to increase your visibility and enhance your brand. With an ever-increasing news cycle and the onslaught of online news coverage, the time is right to learn what you can do to master working with the media to amplify your own exposure and the important role financial planners play. Conducted by Ben Lewis, FPA’s Director of Public Relations, the training will walk FPA members through the necessary skills and tactics for working with the media.  This training is required for any CFP® member who wishes to be part of FPA MediaSource – the automated media query platform that sends media requests right to your inbox!  This revolutionary platform has enabled FPA members to take part in more than 2.500 national media opportunities over the past two years alone.  This is YOUR opportunity as a CFP® professional to get the media attention that can help drive your personal and business awareness!

2:30 pm to 3:30 pm

Breakout Sessions

Breakout Session I

(No CE Approved)


“Transforming Your Business Through Process, People and Technology”

Jennifer Goldman, Business Transformation Consultant

In this energetic workshop-style presentation, Jennifer Goldman, CFP, provides business examples and demonstrates how to transform your business to empower staff, increase capacity, reduce labor costs, increase client communications and satisfaction, and lower owner burnout. Attendees actively participate in two interactive exercises: Advisors enter their tech into a JGC Game Plan Template® that helps identify specific missed opportunities to lower the workload.  Processes will range from new client on-boarding to lead-2-prospect to investment reporting and financial plan updates.

Advisors complete the JGC’s Function Chart® to identify capacity staff gaps as well as potential owner burnout indicators.  Here we identify potential solutions for the advisors to consider that range from elimination of work due to integrations, use of outsources service providers, and recalibration of staff into better-suited roles that empower the staff and allow them to “rise”.

Breakout Session II

(CFP® CE Approved)


“Changing the Approach to College Funding Advice”

Joe Messinger, CFP®, ChFC, CLU, Capstone College Partners

(PA Insurance CE Pending Approval)

College costs continue to soar out of control and our national student loan debt tops $1.4 Trillion dollars as of March 23017. The number one financial concern for affluent GenX parents is how to pay for college, yet most advisors have never been taught how to do it the right way. Until now: In this powerful session you’ll learn the innovative College Pre-Approval process and together we can end the student loan crisis one family at a time.

3:35 pm to 4:45 pm

(CFP® CE Approved)
(PA Insurance CE Approved)

General Session – Keynote Speaker

“Setting the Record Straight: Truths About Indexing”

James J. Rowley, Jr., CFA, Head of Active/Passive Portfolio Research, Vanguard Investment Strategy Group

Is indexing too Big?  Does it impede price discovery?  Does it distort capital markets and increase market volatility?  While many investors continue to focus on the success and merits of the low-cost, broadly diversified approach, the coverage of negative assertions continues to spur questions on indexing’s size and influence.  Join us as we reassert the benefits of indexing, review how investors use index funds, it and explore the claims that indexing adversely affects capital markets.

 


FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us