2019 Personal Financial Planning Conference (13050)

Wednesday, October 23, 2019 / Atlanta, GA

Your clients rely on you for estate, tax, retirement, risk management and investment planning advice. Receive the tools and guidance on the latest laws and planning implications to effectively assist your clients.

Live Stream Attendance Option: 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: $340.00

Discuss current fraud trends from tax reporting to cyber crimes to ethics. Learn best practies and techniques from real-world case studies.

This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available to download in advance and participants will receive an email when they are available. For more information on eMaterials visit ematerials.gscpa.org.
By attending this event, you are demonstrating your permission to allow your photo to be taken and published in GSCPA marketing, promotional and web materials.

Wednesday, October 23, 2019

Registration and Continental Breakfast

Welcome and Announcements

A - What Drives Economic Growth? Credits: 1.0 GN

Donald Sabbarese, Ph.D
Kennesaw State University Coles College of Business , Kennesaw, GA

The U.S. economy as of June 2019 reached an expansion of 120 months, which surpasses the post-WWII’s average of 58 months. As a global economic slowdown looms ever more ominous, many economic and financial analysts predict an ultimate U.S. recession, which begs the question; can the Federal Reserve Bank do anything to avoid a recession and what other economic forces are at play? Look at current economic conditions and forces influencing the future.

Networking Break

B - New Tax Law Overview Credits: 1.5 GN

Richard Wagman
PricewaterhouseCoopers, LLP , Atlanta, GA

Now that we have worked through one season, how did it go? Discuss pass-through tax deduction, the regulatory environment – S Corps, business entity – choice-of-entity under new tax law, 199A confusion, new forms, and current updates.

Networking Break


C - Identifying Cyber Risk and Risk Transfer Through Insurance Credits: 1.5 GN

Sean Donahue
Beecher Carlson Insurance Services W 43rd St , New York, NY

With the increase in cyber attacks, cyber risk management has become a top business priority. Identify the use of data and technology along with the financial risk associated with the downtime or disclosure, which leads to the transfer of risk to a third party.


D - Growing Your Business by Partnering With Other Professionals Credits: 1.5 GN

Donald H. Bravaldo III, CPA
President / Bravaldo Capital Advisors, Inc, , Atlanta, GA

Zack Cockfield, CFP, AIF
The Cockfield Family Office , Cumming, GA

Stephen Newland, AFC
Find Your Own Money Path , Atlanta, GA

John Picardi
Active Financial Group , Marietta, GA

Our thought leader panel will facilitate a group discussion designed to be a resource to help you grow your practice. Topics of discussion will include hourly financial counseling for clients that need to get financially stable and/or get out of debt; hourly financial planning for Millennials up to retiree age; clients that are planning for their family or a charitable institution; M&A consulting for business owners; tools you utilize when clients aren’t following through; ways that you help move clients forward; and how to handle clients that seem to have the same problems every time you with them.

Networking Break

E - My Client’s Medicare, Where Do I Fit In? Credits: 1.0 GN

Keith Nabb
Affordable Medicare Solutions , Suwanee, GA

As our clients – and our family members – age, the topic of Medicare becomes more and more relevant and essential. Understanding Medicare can feel overwhelming to people who have it and for those who work with them. Review the basics of Medicare – how it started, and what it looks like today, and take a look at an overview of Medicare, Medicare Advantage plans, Medicare Supplement Plans, as well as Medicare Part D plans. Learn the details of the recent updates to allow you to inform your clients better, so they can make educated decisions about their health coverage.

Networking Break

F - Tax Fraud Case Study Credits: 1.5 GN

Lauren Neal
IRS Atlanta Appeals Office , Atlanta, GA

Take a closer look at the roles of the taxpayer, bookkeeper, and return preparer in a tax fraud investigation and prosecution.


Conference Site

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



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

Late Registration

$380 GSCPA Members, $480 Non-Members (after 10/19/2019)