LIVE STREAM: 2021 Personal Financial Planning Conference (LS13050)

Wednesday, October 27, 2021 / Live Stream, GA

Your clients rely on you for estate, tax, retirement, risk management and investment planning guidance. Expand your knowledge to offer premier financial planning advice, discover the latest in-depth technical and practice management best practices, and receive the tools and direction on the latest laws and planning implications to assist your clients and make important decisions effectively.


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 27, 2021


Welcome and Announcements

A - CPA Trusted Advisers: Deepening Client Relationships and Transitioning Your Firm for the Future Credits: 1.0 GN

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

Professional service firms are having to pivot and change how they deliver services. CPAs and specifically CPA financial planners face new challenges caused by new technology, new services, changing client expectations and a "game on" attitude from other financial advisers. Learn how you can make the changes necessary to be viable while deepening your client relationships. Discover how to have more meaningful conversations with your clients by utilizing a Statement of Financial Purpose.

Networking Break

B - Economic Update Credits: 1.0 GN

Stephen Colavito Jr.
Managing Director / Asset Preservation Advisors , Atlanta, GA

Discuss the economic outlook for the region and the nation.

Networking Break


C – Retirement Planning & Social Security Credits: 1.0 GN

Annese Norman

 Receive a basic understanding of the eligibility requirements to receive Social Security retirement, spousal benefits and survivor's benefits. Discuss an overview of Medicare, how to apply for it, and the My Social Security Account features.

Networking Break

D – Estate Planning When Everything is Uncertain Credits: 1.0 TX

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

Effective estate planning is always difficult due to the inherent uncertainty regarding life expectancies, asset growth, changing family dynamics and many other issues. Consider a tax environment where numerous, sometimes conflicting proposals are all "on the table." Some proposals could overturn or change many techniques planners have come to rely on over many years of practice. How can we serve and advise our clients well?

Lunch Break

E – Using Cryptocurrency to Build Personal Wealth Credits: 1.0 GN

Elizabeth A. Dodge, CPA
Elizabeth A. Dodge, CPA LLC , Acworth, GA

Cryptocurrencies are a valuable tool for investors to use in building personal wealth. Dollar-cost averaging reduces the impact of price volatility, while tax-loss harvesting and specific identification costing methods minimize tax liability and increase ROI. Cryptocurrencies can be easily added to the portfolios of Self-Directed IRAs, 401ks, HSAs and Charitable Remainder Trusts. Plus, the Cryptocurrency Decentralized Finance (DeFi) market offers additional investment opportunities through lending platforms, liquidity pools, derivatives trading, and much more. Learn the multiple ways cryptocurrency can help your clients build and maintain their wealth.           

Networking Break

F - How the Mass Affluent and HNW Can Benefit from Long Term Care Planning Credits: 1.0 GN

Rona Loshak, CLTC

The reality of long-term care planning for today's mass affluent client has changed for the positive. Longevity, lifestyle and legacy are why the subject must be considered. Identify how the mass affluent can benefit from today's long-term care planning solutions and why the LTC discussion deserves consideration in a comprehensive financial plan. Evaluate the myriad of planning solutions in today's marketplace. Why a comprehensive analysis of ALL solutions matters in maximizing successful outcomes.

Networking Break

2:40pm-4:20 pm
G – How Tax Changes Will Impact Your Clients Credits: 2.0 TX

Robert S. Keebler, CPA/PFS, MST, AEP
Keebler & Associates, LLP , Green Bay, WI

Spurred by the events in 2020, the growing consensus is that there will be significant changes to the income tax code targeted to raise additional revenue from wealthier persons. There may be only months to capture fading opportunities. President Biden made specific campaign promises to increase income taxes. Moreover, pending legislation includes specific and significant income tax changes. Focus on the best planning strategies in preparation for reform.


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 10/24/2021)