8am – 11am

Financial Planning Roadmap- Course Correction (2 CPE hours)

In this session, we will explore strategies to increase the probability of being able to fully fund your goals and enjoy the retirement you envision. We will use a case study format with a baseline financial plan and begin to evaluate the impact of decisions in critical planning areas. We will also examine the impact of risks to the plan, such as market volatility, taxation, low Social Security payments, longevity, inflation, and health care expenses so that you can anticipate and plan for such risks.

Charitable Gifting & Giving Strategies (1 CPE hour)

In this session, we will explore strategies to make a difference in the lives of others, while doing so tax efficiently. A few of the strategies that will be discussed include Donor Advised Funds, Qualified Charitable Distributions, current Gift Tax and Estate Tax rules, and potential rule changes.

11:30am – 1:30pm

Market Update (1 CPE hour)

This presentation will provide insights into what the current financial market environment looks like and provide some color on what the future might hold.

Investment & Tax Planning from ages 55 – RMD Age (1 CPE hour)

Transitioning from asset accumulation to retirement distribution presents many opportunities and potential pitfalls. This presentation will help you plan for and navigate for those years between your 55th and 72nd birthdays. Some areas covered are pre-59.5 withdrawals, required minimum distributions (RMDs), health insurance, Medicare, social security, net unrealized appreciation (NUA), taxation at the 0% capital gain rate, Roth conversions, asset allocation, tax-efficient distribution strategies and more.

8am – 4pm

Financial Planning A to Z (8 CPE hours)

This full day presentation provides a deeper dive into the various areas of financial planning, including cash budgeting, risk management, retirement planning, tax planning, investment planning, and estate planning.

9am – 12pm

Equity Compensation: Taxation and Planning (1 CPE hour)

This presentation will discuss various types of equity compensation plans and their features, including stock options, grants, restricted stock and stock purchase plans. Tax characteristics and implications of owning employer stock will be covered in depth, along with other planning considerations to help maximize tax-efficiency.

Tax Efficient Investing (2 CPE hours)

Tax efficiency can be one of the most overlooked and underutilized opportunities relating to one’s personal financial planning. Tax efficiency in how one saves, invests, and makes retirement distributions can be the difference between investment success and well-funded retirement, possibly with a legacy for one’s children, versus financial stress in one’s retirement years. Tax efficiency is something to consider now.