Agenda
Oct 16 2014 8:00AM
Registration and Morning Networking
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.
Oct 16 2014 8:30AM
Financial Indecision: Framing Conversations to Elicit Action
Psychologists say it is common for people to feel paralyzed when facing a financial decision, especially one that involves a significant chunk of their assets. Their inaction is played out in many ways, often silently, invisibly and with potential consequence to an individual’s future financial security. In this session we will discuss how advisors can act when clients are paralyzed by ambivalence in the face of a financial decision. We will explore how to develop strategies, ranging from the obvious to the counterintuitive, to manage the ambivalence until it resolves itself.
Oct 16 2014 10:00AM
Morning Networking Break with Chapter Partners and Colleagues
Take the opportunity to network with your colleagues and visit with our chapter resource partners. Check in with your office for messages, but take the time to connect with your peers, too.
Oct 16 2014 10:15AM
Breakout Session - Energy Outlook
Energy Outlook: A spectacular turnaround in U.S. energy production — and demand for yield in an environment of persistently low interest rates — have led to increasing investor demand for shares of master limited partnerships (MLPs). In this dynamic session, a panel of experts will discuss the current American energy resurgence, and the opportunity it presents for investors. The first segment of the conversation will include analysis of key investment sectors within the energy industry and best approaches for capitalizing on them, including MLPs and traditional active fund management, and alternative vehicles. The second segment of the session will include discussion about the potential longevity of the energy boom and implications for investors. Session repeated at 11:10 am.
Oct 16 2014 10:15AM
Breakout Session - Navigating Change with Clients
Change is difficult. It sometimes provokes rational people to exhibit irrational behavior. But there are rational reasons why they behave as they do. The emerging field of Behavioral Finance can help advisors shed light on their clients’ motivations, and help them better manage the behaviors of change. This sessions will provide behavioral insights and actionable ideas on how to confidently navigate the most critical conversations with their clients. With the use of a case study and role playing seek to identify different behavioral types and explore how to improve their financial situations and allow the advisor to provide continued value to his/her relationship with clients. Session repeated at 1:30 pm.
Oct 16 2014 10:15AM
Breakout Session - Retirement Strategies with HECMs
Session repeats at 1:30 pm
Oct 16 2014 10:15AM
Breakout Session - Using REITs
Oct 16 2014 11:10AM
Breakout Session - Energy Outlook
Repeat of session offered at 10:15 am
Oct 16 2014 11:10AM
Breakout Session - Using REITs
Repeat of session offered at 10:15 am
Oct 16 2014 11:15AM
Breakout Session - Utilizing ETFs
Due to their flexibility and modular properties, ETFs can be utilized in a wide variety of way to meet many investment objectives. This presentation provides an overview of short term tactical allocations to long term strategic uses of ETFs, including Tax Management, Opportunistic Ideas, Fixed Income Solutions, Cash Equalization, Portfolio Completion and Blending Index and Active Strategies.
Oct 16 2014 12:15PM
Luncheon and Session - What to Know, What to Do
In this session during luncheon, BlackRock will share its 2014 market outlook. This year we created “The List” presentation, which is our guide to help financial advisors and clients understand the economic landscape and provide steps to position portfolios for the opportunities ahead. The List focuses on the critical five items you need to know and – most – importantly – five things you need to do to navigate the markets in 2014. We will challenge attendees to think about global issues and how they will affect their investments over the course of the year. Discussion of global market themes will include: geopolitical uncertainty, global economic growth rates, the interest rate environment, inflation and the job market.
Oct 16 2014 1:10PM
Afternoon Networking Break with Sponsors and Colleagues
This will be your final opportunity to network with your colleagues and visit with our chapter resource partners. Check in with your office for messages, but take the time to connect with your peers, too.
Oct 16 2014 1:30PM
Breakout Session - Navigating Change with Clients
Repeat of session offered at 10:15 am
Oct 16 2014 1:30PM
Breakout Session - Retirement Strategies with HECMs
Repeat of session offered at 10:15 am.
Oct 16 2014 1:30PM
Breakout Sesson - Health Insurance and the ACA
Oct 16 2014 2:30PM
Elder Issues in Todays Environment