LIVE STREAM: 2020 Personal Financial Planning Conference (LS13050)

Wednesday, October 28, 2020 / Live Stream, 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 and make important decisions to navigate the COVID-19 pandemic. 

As a trusted advisor, learn how to leverage your clients' trust for the firm's growth and opportunities to make a difference in your client's lives and communities.


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: #LS13050

CPE: 8.0 credits

Total Price: $340.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks

Conference discussions will provide practical information and guidance to implement and adapt new skill sets to bring purpose and financial wellness.


This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit

Wednesday, October 28, 2020


Welcome and Announcements

A- Trusted Advisers: Bringing Purpose and Financial Wellness to Clients and Communities Credits: 1.0 TX

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

Never has there been such a sea of change, not only for CPAs and their firms but also for every business and individual throughout the world. As a trusted adviser, you have a unique opportunity to transform your service offerings to meet more of your clients’ needs. Learn how you can leverage that trust into growth for you and your firm and into opportunities to make a difference in your client’s lives and your communities. You will be challenged to think differently and adopt new skill sets to bring purpose and financial wellness to your clients and communities.

Networking Break

B - Economic Update Credits: 1.0 EC

Dr. Roger C. Tutterow, Ph.D.
Director, Econometric Center / Kennesaw State University Coles College of Business , Kennesaw, GA

Discuss the economic outlook for the region and the nation.

Networking Break


C - Risk Management Best Practices Credits: 1.0 GN

Duncan Will, CPA/ABV/CFF, CFE
CAMICO Mutual Insurance Co , San Mateo, CA

Review real-world claims against CPAs involving insurance coverage. Who is responsible for the client’s insurance needs? The jury will supply the answers. How can you reduce risk by aligning your responsibilities and the client’s expectations? What are the risks and benefits of working with unaffiliated and affiliated insurance professionals? What are the early risk signs, and how should you respond?

Networking Break

D - Retirement Planning Credits: 1.0 TX

Director Shawn McCabe, MBA, CFP
CPS Investment Advisors , Lakeland, FL

Discuss creative, new ways, recent changes and different strategies for each of the phases of retirement. Also discussed will be how retirement timelines are affected by COVID-19 and Social Security vs. 401k and the dependents on both.

Lunch Break

E - Estate Planning in 2020 Credits: 1.0 TX

James L. Underwood, CPA, PFS,CFP, AEP
Managing Member / Underwood Advisors, LLC , Atlanta, GA

There is a unique environment for planning this year: many businesses and other assets have declined in value; record low interest rates; extraordinarily high estate tax exemption amounts; the pandemic response has generated rapidly increasing federal deficits, and election outcome could result in significant changes that are not taxpayer-friendly. If you wait for more certainty to start your planning, it may be too late.

Networking Break

F - Investment Planning and Managing Client Expectations Credits: 1.0 GN

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

Discuss managing client expectations, planning during current events, tips for educating your clients, risk tolerance, managing assets, market volatility and reemphasizing modern portfolio management.

Networking Break

G - Current Trending Topics Credits: 1.0 GN

Arthur Auerbach, CPA, CGMA
owner / Arthur Auerbach CPA , Atlanta, GA

Address multiple smaller hot topics to keep you on the cutting edge with changes that are coming.

Networking Break

H - Wrap Up and Key Takeaways Going into Tax Season Credits: 1.0 GN

Thomas Tillery, CFP, CLU, ChFC, LUTC
Paraklete Financial, Inc. , Kennesaw, GA

Review key takeaways that you can implement with your client before heading into the next tax season.


Conference Site

GSCPA Live Stream
Live Stream, GA 00000


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

Late Registration

$380 GSCPA Members, $480 Non-Members (after 10/25/2020)