Jun 20 2013 8:00AM

Registration & Networking Breakfast

Arrive early enough to pick-up your registration package, have a cup of java, a little something to eat and enjoy this opportunity to network with like-minded professionals. Remember to be prepared to show you photo ID when registering.

Jun 20 2013 8:30AM

Financial Planning in the Ditigal Age

As financial planning shifts from the founding generation of planners (and their clients) to the next, so too does the world around us, as we enter the digital age. Thus far, however, financial planning has been slow to effectively adopt the emerging digital age technologies, from cloud computing to video "phone" calls to internet-driven workflows. In this session, we will explore how financial planning will undergo radical change in the coming decades as we truly enter the digital age, from financial planning "apps" for various devices, to what technology will - and won't - replace in the financial planning relationship, to how financial planners must communicate to survive and thrive.

Jun 20 2013 9:50AM

Morning Networking Break with Chapter Partners and Colleagues

Jun 20 2013 10:10AM

Financial Planning: Process for the 21st Century

What does it mean to deliver relevant and impactful financial planning in the 21st century? How do we make a difference when so much of what we address is beyond our and our clients' control? What impact do new lifestyle, demographic, medical, technological and global trends have on financial planning and our clients' lives? This session focuses on bringing these threads together and offering recommendations for shifting your practice and deliverables to stay relevant to your clients. Conversational and interactive!

Jun 20 2013 10:10AM

Keeping Healthy To Avoid Healthcare

When it comes to helping clients save for healthcare costs in retirement, advisers need to balance concerns about massive medical costs with a retiree's actual quality of life – no small task.

Jun 20 2013 11:00AM

Investments v Annuities in a Low Interest Low Return Environment

It has often been debated by countless investors and financial planners as to the unique benefits that annuity insurance products have over dividend income seeking equity investors. This session will compare and contrast these strategies and their use in a low interest low return environment.

Jun 20 2013 12:00PM

Luncheon with Colleagues and Chapter Partners

Jun 20 2013 1:00PM

A Serious Case of Denial: Long-Term Care

Americans underestimate their chances of needing long-term care as they get older — and are taking few steps to get ready. Few sticker shocks are as bracing as the price of hiring someone to help with the simplest activities — bathing, toilet use, dressing, eating and moving. Whether recovering from surgery or a stroke or suffering a chronic illness like arthritis, those needing skilled help need deep pockets indeed.

Jun 20 2013 1:00PM

Managing Income for a Better Outcome

With interest rates at record lows, investment income streams have slowed to a trickle. Traditional investments like government bonds are squeezing people who want to save for and enjoy their retirement. It's time for a new approach. This session explores employing a tactical asset allocation strategy can expand opportunities while helping manage volatility.

Jun 20 2013 2:00PM

Alternative Assets within Retirement Accounts

As boomers retire, they will begin to roll their 401(k) assets into self-directed IRAs and their investment choices will become infinitely more abundant and potentially more complicated. Alternative investment strategies, once considered an area of the market limited to large institutions, endowments and the ultra-wealthy, are becoming increasingly accessible to advisers and their clients. Your role will no longer be to advise them to simply choose from a menu of mutual funds in their 401(k). As a planner, you now have a great opportunity to differentiate yourself by understanding the nuances of IRA investing.

This session, will provide an overview of rules and regulatory issues to hold such alternative assets. Additionally, we will explore the various types of alternative assets clients seek to hold including: real estate, private placements, non-traded REITs, precious metals and more. We will cover • The role of an financial advisor with respect to alternative assets • What types of assets can be held and what types of assets does the IRS prohibit • Keeping transaction arm's length - a primer on avoiding prohibited transactions • Basic overview of UBIT and its application.

Jun 20 2013 2:00PM

Moving Forward in Uncertain Times

This session demonstrates how participants can view benchmarking for their entity. It provides a view of competitors as well as a norm. The goal is for participants to be able to assess how their company stacks up against the competition. Learning Objective: Better understand the potential benefits of benchmarking. Documenting processes that determines the appropriate value. Use benchmarking best practices such as leveraging independent third party data and comparing in order to find value.

Jun 20 2013 3:00PM

Cost of Caregiving

Jun 20 2013 3:00PM

MLPs, A Compelling Asset class

Where are retirees supposed to go for income? Government bonds? CDs? Municipal bonds? Savings accounts? Master Limited Partnerships (“MLPs”) have attracted increased investor interest in recent years. This interest has been spurred by strong historical returns, high levels of income yield, and concentration in the energy and natural resources sector which benefit from unique economic return drivers. Yet MLPs remain, for many investors, a relatively unknown segment of the global capital markets. This session will provide an overview of MLPs, how they work and how you can use them in client portfolios.

Jun 20 2013 4:00PM

Financial Planning at the End of Life

Finances during major illness and at the end of life present a major concern for patients and their families. Financial planners are in a unique position to help clients through these difficult times. You will learn how to comfortably approach advanced illness and end of life situations and work with patients on specific end of life financial concerns. Understand cover tax planning, income planning and beneficiary issues that need to be addressed through each stage of advanced illness. You will come away with a new comfort and appreciation for ways to help families through the end of life process.