Please join us for the Annual Fall Retreat featuring morning keynote speaker Alan Moore, MS, CFP®, who co-founded XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors.
7:30-8:30 a.m. - Registration/Networking/Breakfast
8:30-9:30 a.m. - "The Future of Financial Planning"
9:50-11:50 a.m. - "Ethics" (2 hours CFP® CE approved)
9:50-10:50 a.m. - "Tax Strategies" (One CFP® CE Credit approved, One PA Insurance CE Credit pending)
11:00 a.m.-Noon - "Mortgage Case Studies"
(One CFP® CE Credit pending, One PA Insurance CE pending)
8:30-9:30 a.m. - "The Future of Financial Planning - 5 Trends Changing the Way You do Business Forever"
presented by: Alan Moore, MS, CFP®
(No CE approved for this session)
The financial planning industry is changing at a rapid pace, and the busy professionals and entrepreneurs running firms within it tend to focus only on the day-to-day operations of their own businesses. Many of us have a tough time picking our heads up to examine how new trends will shape our industry and how we operate as we move forward.
This presentation focuses on 5 industry trends that we identify as being critical components to the future of running a successful financial planning firm. These trends include:
- Changing Demographics of Advisors
- Changing Demographics of Clients
- Crisis of Differentiation
- Evolving Business Models
This exciting and engaging presentation focuses on the future of financial planning and will leave you with actionable tips on how to prepare a firm to thrive in the future.
9:50-11:50 a.m. - "CFP Board Ethics: Enhancing Your Ethical Intelligence"
(Two hours of CFP® Ethics & PA Insurance CE Credit Approved)
presented by Bonnie Kirchner, CFP, MST, author of Who Can You Trust With Your Money.
Having experienced firsthand the devastation caused by an unethical former CFP® Practitioner, Ms. Kirchner will discuss the implications of ethics lapses and how they impact all of us.
* This 2 hour program satisfies CFP Board requirements for mandatory Ethics CE. Following successful completion of the program Bonnie Kirchner will report your course completion information to the CFP Board.
to read more about Ms. Kirchner.
If you do not need your Ethics CE Credits you may choose to attend the following two sessions.
9:50-10:50 a.m. - "Tax Strategies"
presented by Dean Mioli, CPA/PFS, CFP®, CIMA, CLU, Director of Investment Planning, SEI, Inc.
(One CFP® CE Credit approved, One PA Insurance CE Credit pending)
Dean will discuss the tax code changes affecting individual taxpayers. The presentation will include actionable year end tax planning ideas. Attendees will have actionable takeaways to bring to clients and prospects. Tax planning is a year round exercise and we have a few months to exercise some control over the tax bill.
11:00 a.m. - Noon - "Mortgage Planning Case Studies"
presented by Ben Stucker, CMPS, Mortgage CS
(One CFP® CE & One PA Insurance CE Credit pending)
Ben will explore how mortgage planning can improve the success of college savings and retirement funding. Participants will be able to better understand the implications of these mortgage options, and be better equipped to help clients manage their largest debt (mortgage) and their largest asset (home).
Noon-1:00 p.m. - A buffet lunch will be served on the patio.
1:00 p.m. - Shotgun Start for Golf (Scramble Format) followed by a cocktail reception and golf prizes.