2017 Personal Financial Planning Conference (13050)

Wednesday, October 25, 2017 / Atlanta, GA

Your clients look to you for guidance and sound advice in their journey to financial well-being. This timely conference will provide you with the tools you need to navigate current local and national changes.

NEW for 2017 - Two tracks for study for optimal learning and guidance to best fit your individual, professional needs. 


LIVE STREAM Attendance Option - Event Code: LS13050
The Personal Financial Planning Conference also offers attendance through Live Stream. You can attend remotely, in real time, while saving on travel expenses.

Click here to register for the Live Stream option.

 

Event Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

Event ID: #13050

CPE: 8.0 credits

Total Price: $330.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks
 

Your clients look to you for guidance and sound advice in their journey to financial well-being. This timely conference will provide you with the tools you need to navigate current local and national changes.

NEW for 2017 - Two tracks for study for optimal learning and guidance to best fit your individual, professional needs. 

Who Should Attend: CPAs, CFOs, investment advisors, controllers, and finance managers.

Topics Designed for You
> Future of Services for Individuals
> Current Estate Planning Environment
> Federal Income Tax Reform
> CPA to PFP Transition
> Behavioral Finance with Investing
> Fraud Trends Affecting Elder Client Housing
> Fiduciary Duty Rule
> Economic and Financial Market Outlook


Accommodations
For a list of hotels near the GSCPA Learning Center, please visit our accommodations page.

Wednesday, October 25, 2017

7:15AM-8:00AM
Registration and Continental Breakfast

8:00AM-8:05AM
Welcome and Announcements

8:05AM-8:55AM
A - The Future of Services for Individuals Credits: 1.0 GN

Susan M. Tillery, CPA, PFS, CFP
President & CEO / Paraklete Financial, Inc. , Kennesaw, GA

Explore how services to individuals in tax compliance and tax planning, as well as personal financial planning, are expected to evolve in the near future. Understand how key trends in demographics, technology, regulation evolving consumer needs, and offerings by other service providers will be crucial for CPAs and CPA firm decision makers. Discuss how to position your firm for success.

8:55AM-9:05AM
Break

9:05AM-10:20AM
B - 2017 Estate Planning Update Credits: 1.5 GN / 1.5 CF

Oscar L. Wiseley
Financial Strategies / Synovus Family Asset Management , Columbus, GA

Review the current estate planning environment, with particular emphasis on existing tax exclusion structure, tax rates, and how to utilize the exclusions to the advantage of clients. Discuss estate planning strategies, old and new, that the advisor is likely to encounter, and how to spot problem areas and opportunities for improvement that benefit the client.

10:20AM-10:25AM
Break

11:15AM-12:00PM
Lunch

12:00PM-12:50PM
D - Tomorrow Never Knows: An Income Tax Update Credits: 1.0 GN / 1.0 CF

Anson Asbury, J.D., LL.M.
Asbury Law Firm , Atlanta, GA

In a wide-ranging discussion, cover the present state of Federal income tax reform, the competing legislative proposals, suggestions from the AICPA and ABA tax sections, and what is on the books right now that may be new or different as we approach the close of 2017.

1:50PM-2:00PM
Networking Break

2:00PM-2:50PM
F - Fiduciary Update Credits: 1.0 GN / 1.0 CF

Nikola R. Djuric, Esq.
The Bowden Spratt Law Firm, PC , Atlanta, GA

Explore the fiduciary’s role in estate planning. Fiduciary duties, choosing alternate fiduciaries, and fiduciary trust agreements.

3:00PM-4:15PM
G - What’s Next for the Economy and Markets? Credits: 1.5 GN / 1.5 CF

Examine the economic outlook for 2017 and beyond.

10:25AM-11:15AM
C1 - CPA to PFP: How to Get Into the Market Credits: 1.0 GN

Cromwell S. Baun, CPA, CFA, CFP, CIMA
Vice President - Wealth Management / UBS Financial Services , Atlanta, GA

Susan M. Tillery, CPA, PFS, CFP
President & CEO / Paraklete Financial, Inc. , Kennesaw, GA

Demand for CPA personal financial planners is increasing. Hear how experienced professionals moved from traditional public accounting roles into personal financial planning careers.

10:25AM-11:15AM
C2 - Outlook for the Economy and Markets: Seeing in 3D Credits: 1.0 GN / 1.0 CF

This presentation explores three themes that are likely to have a substantial impact on economies and markets this year – and beyond. The presentation provides some perspective on the policy responses to the Global Financial Crisis, and how they have impacted our current economic and market environment. The presentation concludes with investment theses and suggested
solutions related to the themes that are presented in the presentation.

1:00PM-1:50PM
E1 - What is the True Cost of Fraud in Senior Housing? Credits: 1.0 GN / 1.0 CF

Victoria Collier, CLEA
The Elder & Disability Law Firm of Victoria L. Collier, PC , Decatur, GA

Discuss current fraud trends that are specific to elder client housing issues including frauds in assisted living, property
taxes and revers mortgages. Learn how to guide them around traps that could hurt their retirement finances.

1:00PM-1:50PM
E2 - Asset Allocation Credits: 1.0 GN / 1.0 CF

Learn the importance of asset allocation in the investment
process. Navigate the challenges of allocation classes,
diversifying risk, and developing an allocation policy with
clients.

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EMaterials

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Printed Materials

Conference Site

GSCPA Learning Center
6 Concourse Pkwy Ste 800
Atlanta, GA 30328

404-231-8676

 

For more information about hotel reservations, please refer to the information tab.

Late Registration

$370 GSCPA Members, $470 Non-Members (after 10/20/2017)