Personal Financial Planning Conference

Further your expertise and expand your practice to include personal financial planning!

Agenda:

7:15 a.m. Log into Webcast

7:45 a.m. Greetings from PICPA Leadership

8:00 a.m. Economic Update

Thomas C. Cassidy, CFP® - Senior Vice President, Chief Investment Officer | Univest Wealth Management

• 2016 in review and what to expect in 2017
• "What if _________ gets elected?": How the economy has performed in post-election years
• Global markets and their impact on the U.S. economy

8:50 a.m. Cutting-Edge Tax Planning and Opportunities 

Michael E. Kitces, MSFS, MTAX, CFP® - Partner, Director of Research | Pinnacle Advisory Group

• The new ordinary income, long-term capital gains, and qualified dividend tax rates in 2016
• Tax bracket arbitrage principles
• When to harvest capital losses
• Alternative Minimum Tax (AMT)
• Year-end tax planning opportunities for temporary tax provisions

10:30 a.m. Take a Breather

10:45 a.m. Understanding Longevity Annuities and Their Potential Role in Retirement Income 

Michael E. Kitces, MSFS, MTAX, CFP® - Partner, Director of Research | Pinnacle Advisory Group

• How a longevity annuity works and the potential features and benefits
• Taxation of longevity annuities
• Qualified longevity annuity contract rules in retirement plans
• How longevity annuities compare to other investment and retirement income alternatives
• Retirement income strategies that incorporate longevity annuities with other vehicles

11:35 a.m. Lunch

12:25 p.m. Investing in Today's Economic Climate

Eric J. Green, CFA - Senior Managing Partner, Director of Research | PENN Capital Management

• Outlook for equity investments, high-yield investments, and commodities
• Interest rates and inflation: What is the outlook for each and how will they affect other investments?
• Generating income for retirement

1:15 p.m. Settling an Estate without a Will

Christopher M. Harvey, CPA, JD, LLM - Managing Partner, Harvey Ballard & Bornstein, LLC Of Counsel, Harvey Casterline & Vallini, LLP Professor of Law, Villanova University School of Law

• What happens when someone dies without a will
• Effects on financial planning
• Legal consequences in different states

2:05 p.m. Break

2:20 p.m. DOL Fiduciary Standards - What Do They Mean to You

Geoffrey M. Strunk, Esq. - Principal | Law Offices of Geoffrey M. Strunk LLC

• Different types of Employment Retirement Income Security Act (ERISA) fiduciaries
• General ERISA fiduciary responsibilities and liabilities
• How to advise your clients about ERISA fiduciary liability
• How an accountant may become an ERISA fiduciary in relation to a client's retirement plan

3:10 p.m. Cyberthreats, Security, and Prevention

Darin Murphy - Special Agent | FBI - Philadelphia

• Phishing, ransomware, and other cyberthreats increasingly common in financial and investment practices
• Best practices for protecting client and firm data
• What to do if you are the victim of a cyberattack

4:00 p.m. See You Next Year

Basic Course Information

*Economic Update

*Cutting-Edge Tax Planning and Opportunities

*Understanding Longevity Annuities and Their Potential Role in Retirement Income

*Investing in Today's Economic Climate

*Settling an Estate without a Will

*DOL Fiduciary Standards – What Do They Mean to You

*Cyber-Threats, Security and Prevention

*Financial Planning