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September 16, 2019 Annual Fall Retreat/Education/Ethics & Golf Outing
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9/16/2019
When: Monday, September 16, 2019
8:00 AM
Where: Radnor Valley Country Club
555 Sproul Road
Villanova, PA  19085
United States
Contact: Chris Stewart
215-295-0729

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REGISTER HERE
 
Please join us for the Annual Fall Retreat which includes breakfast, education, lunch, golf and a reception.   
 
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.
     
AGENDA

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 
 
 
Morning Keynote 
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)  
 
OR
 
 
 
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))  
 
PRESENTATION DETAILS
 
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. 
   
 
10:00 a.m.-12:00 p.m. - Ethics - Dan Candura 
This 2 hour program satisfies CFP® Board requirements for mandatory Ethics CE.  Following successful completion of the program Dan Candura will report your course completion information to the CFP® Board.
OR
 
If you do not need your Ethics CE Credits, you may choose to attend the following two sessions, which are also approved for CFP CE credit.
 
10:00 - 10:55 a.m. - Emily Chiang - Succession Planning 
In this session, participants will gain an understanding of the process and the techniques used to sell a sole proprietor financial advisor's business, and these methods and approaches can also be used for their business owner clients to sell their businesses. 
 
   
11:05 a.m. - Noon - Paula Jones - U.S. Estate & Income Tax for the Multinational Client 
More and more wealthy individuals have a connection to more than one country. This makes estate planning for 
these "multinationals" more complex.  This session will address the basics for the U.S. federal estate and income tax law for citizens, residents and non-resident aliens.  Planning opportunities such as the QDOT, change in immigration status and use of the federal estate tax exemption amount will be explained. Issues that arise in the event of expatriation are covered, as well as a brief overview of the status on foreign account compliance issues. 
 
Noon-1:00 p.m. - A barbecue buffet lunch will be served on the patio.   

1:00 p.m. - Shotgun Start for golfers  followed by a cocktail reception and golf prizes.
 

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