Sep 17 2015 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.

Sep 17 2015 8:45AM

Session 1: How to Read Your Client's Mind

Dr. Kerry Johnson will show us how to understand client behavior and the role emotions play in decision making. He will identify the behavioral characteristics of people and its effects on financial planning decisions. Learn about the differences in how gender communicates.

Sep 17 2015 10:15AM

Morning "Best Idea" and 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.

Sep 17 2015 10:30AM

Breakout Session 2A: Tax Traps of Life Insurance

The life insurance industry has a complex relationship with the U.S. tax code – even many seasoned insurance professionals don’t have full understanding of, or experience with, the code’s various intricacies and benefits. This session is designed to shed some light on the ways inaccurate or misleading tax information can impact policyholders and their business and family.

Sep 17 2015 10:30AM

Breakout Session 2B: Customized Hedge Fund Solutions for Advisors

Advisors are eager to help clients diversify their portfolios and mitigate the risk of traditional investments as record low yields and increased volatility in equity markets prevail. The incorporation of hedge funds into client portfolios can add significant value in that they potentially offer enhanced risk-adjusted returns and the prospect of providing protection in more challenging environments. However, research shows advisors avoid using alternative investment strategies in client portfolios due to a lack of understanding and education.

Sep 17 2015 10:30AM

Breakout Session 2C: Establishing a Commanding Presence with Today's Consumer

Financial planning marketing involves efforts to promote your business and grow your client base. This session explores marketing ideas for financial planners that targets today's consumer.

Sep 17 2015 11:30AM

Breakout Session 3A: Longevity Planning

Getting to that 90th birthday is becoming more plausible. Instead of retirement planning, people should be thinking of longevity planning, and advisors should be preparing themselves to deal with new products and services for this kind of planning. This session provides key insights into longevity planning and strategies for enhancing the long-term sustainability of retirement income.

Sep 17 2015 11:30AM

Breakout Session 3B: Transforming Social Security into a Winning Retirement Strategy

Aging Baby Boomers need new ways to manage and maximize their retirement income. A smart Social Security claiming strategy is one of the best ways to meet the needs of this new generation of retirees. This session will explore key considerations for helping your clients decide which benefits to collect and when to collect them. CE sponsor for this sessions is BlackRock. Accepted for one (1) hour of continuing education by CFP Board.

Sep 17 2015 11:30AM

Breakout Session 3C: Reverse Mortgage: A Portfolio for Longevity

For all but the wealthiest Americans, home equity is their largest financial asset. The proactive implementation of a reverse mortgage strategy – early in the distribution phase – will improve portfolio survival and increase the odds of a successful retirement. As retirement counselors, we need to understand options for helping retired clients appropriately use their home equity if their economic situation requires it.

Sep 17 2015 12:30PM

Luncheon with Colleagues and Chapter Partners

This is that midday meal that many of us work through. It's the perfect time to get to know your fellow financial planning professionals on a more personal level. And, remember to visit with our chapter partners.

Sep 17 2015 1:10PM

Afternoon "Best Idea" and 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.

Sep 17 2015 1:30PM

Breakout Session 4A: The Current State of Long-Term Care

Roughly half of all Americans 65 and older will require long-term care. No matter when they plan to retire, Americans in their 60s, 50s and even 40s need to start planning and saving for these additional expenses. And, they will turn to their financial planners for guidance.

Sep 17 2015 1:30PM

Breakout Session 4B: Where Do We Go From Here

During this session, we examine the key drivers of this phenomenon and consider the implications for market participants.

Sep 17 2015 2:30PM

Breakout Session 5A: Interesting Trends in Today's Planning

This session will consider how difficult it has become to do estate planning and wealth preservation for clients when the rules are constantly changing. A focus will be to address how current developments impact practical estate planning issues facing our clients, including practice trends that are emerging in light of the $5 million indexed exemptions and portability and the increased emphasis on basis adjustment flexibility for many of our clients.

Sep 17 2015 2:30PM

Breakout Session 5B: Cybersecurity Issues: Don't be a Victim

Advisors increasingly use technology to conduct their business activities and need to protect confidential and sensitive information related to these activities from third parties, including information concerning advisory clients. how to respond to potential data breach, and how the courts around the country are evaluating liability in data breach litigation. This presentation will highlight the importance of the issue and discuss a number of measures that advisors may wish to consider when addressing cybersecurity risks.

Sep 17 2015 3:10PM

Session 6: Money and the Brain

Buy high, sell low. What would ever convince us to design such an investment scheme? Don’t blame it on the pre-frontal cortex, the section of the brain responsible for logical investing. Surprisingly it’s the amygdala, the emotional section of the brain, which is one of the reasons why a majority of novice and even a few “seasoned” investors seem to consistently come up short. Discover how the amygdala constantly interferes with investor logic and profit. Learn about the amygdala so it no longer has power over you and can no longer interfere with intelligent investment decisions.