This year's Retreat will feature morning keynote speaker Wade Pfau, CFP®, (back by popular demand) and Ethics speaker Dan Candura, CFP®.
Don't need any CE's?? Why not join us for an afternoon of golf with your FPA colleagues and friends. Invite clients or friends and come out and have a good time on a beautiful private club at a reasonable price.
7:30-8:30 a.m. - Registration/Networking/Breakfast
8:30-8:45 a.m. - Chapter President/Remarks/Welcome
8:45-9:45 a.m. - Keynote Wade Pfau
9:45-10:00 a.m. - Questions/Break
10:00 a.m.-Noon - Ethics - Dan Candura
10:00-10:55 a.m. - Emily Chiang
10:55-11:05 a.m. - Questions/Break
11:05 a.m. - Noon - Paula Jones
12:00-1:00 p.m. - Barbecue Lunch on Patio
1:00-5:30 p.m. - Golf
5:30-7:30 p.m. - Cocktail Reception
8:45-9:45 a.m. - "Sustaining Spending for Retirement" featuring Wade Pfau, PhD, CFA
(One hour CFP® CE Approved & One hour PA Ins. CE Credit pending)
10:00 a.m.-12:00 p.m.- "New Standards for a Fiduciary World: Understanding CFP Board's Revisions" presented by Dan Candura, CFP®, Founder of Candura Group LLC
(Two hours CFP® & PA Insurance CE approved)
10:00-10:55 a.m. - "A Step-by-Step Succession Planning Process and Procedure"
presented by Emily M. Chiang, CFP®, MBA
(One hour CFP® CE Approved & One hour PA Ins. CE Credit pending approval)
11:00 a.m.-Noon - "U.S. Estate and Income Tax for the Multinational Client" presented by Paula Jones, Esq.
(One hour CFP® CE Approved & One hour PA Ins. CE Credit pending approval))
8:45-9:45 a.m. - Keynote-General Session - Wade Pfau
This session will focus on the probability-based school of thought on retirement income developed by financial planners since the 1990s. The concept of safe withdrawal rates and the 4% rule developed from William Bengen's analysis of the U.S. historical date. After explaining his approach and further refinements to the core methodology, the session shifts to consider the impacts of a number of key issues and assumptions behind the 4% rule. Ultimately, more sophisticated methods are required and described. Finally, guidance will be provided on thinking more broadly about a retirement income strategy that moves beyond studying sustainable withdrawal rates from a financial portfolio.