2024 Conference Program

Friday, August 9, 2024

8:30am to 10:10am

Bitcoin and Blockchain Fundamentals

Jay Jacobs

As cryptocurrencies continue to become more established, as advisors, we have a responsibility to understand the risks and opportunities presented by this budding investment space. What is it, where does it fit in a portfolio, and how can I answer the questions my client is asking me about investing in crypto? Learn all of that and in an introduction to Bitcoin and Blockchain Fundamentals with Jay Jacobs.

10:20am to 12:00pm

Real Estate Tax Solutions

John Bacigalupi

Join us in a comprehensive exploration of tax-advantaged real estate investment strategies, focusing specifically on the utilization of 1031 and 721 exchanges through passive investment vehicles such as Delaware Statutory Trusts (DSTs) and Opportunity Zones.

Participants will gain an in-depth understanding of how these strategies provide substantial tax benefits, which are crucial for effective generational estate planning.

John will also be walking us through two detailed case studies of investors from the Bay Area to illustrate the practical benefits and potential drawbacks of these investment structures. Through these examples, advisors will be better equipped to help evaluate these complex investment tools while discussing with current and future clients.

1:30pm to 3:10pm

Tales from the Trenches: Understanding the Practical Problems Created by Poor Estate Planning

Somita Basu, Esq.

Join Somita Basu and be prepared to be immersed in practical knowledge from unraveling poorly drafted estate plans. Learn how to identify problematic areas within a client’s financial picture, and how we can empower our clients to ask educated questions of the attorneys who draft their legal documents. Become a better advocate for your clients by learning about the process of unraveling difficult situations and understand the toll of how avoiding pertinent conversations today can have lasting impacts.

3:20pm to 5:00pm

Leveraging AI to Enhance Financial Advisory Services: A Practical Approach

Chet Bennetts, CFP®

In today’s rapidly evolving financial landscape, clients demand more personalized, efficient, and accessible advisory services. Certified Financial Planners®, known for their client-centric approach, are uniquely positioned to meet these demands by integrating advanced technologies like AI into their practices. This session explores the practical application of ChatGPT, an AI language model, in enhancing the services provided by financial advisors, offering a detailed roadmap to leveraging technology while maintaining the personalized touch that is the hallmark of their services.

 

 

Saturday, August 10, 2024

8:30am to 10:10am

Creating a Goal Based Retirement Income Plan

Michael Finke, PhD, CFP®

This presentation introduces a simple 4-step retirement income plan that helps advisors gain a deeper understanding of the client’s attitudes toward lifestyle and legacy goals. Goal-based retirement planning provides a client-driven process that matches investment risk and financial product selection to spending. Moving beyond a traditional withdrawal strategy and failure rates demonstrates the need for spending adjustments and provides a framework for discussing products that reduce longevity risk. Through a better understanding of client preferences and a deliberate discussion of objectives and income tradeoffs, the goal-based income plan provides retirees with a deeper and more realistic understanding of how their investments relate to how they spend in retirement.
10:20am to 12:00pm

How Combining Technology and Financial Psychology Transforms Client Outcomes

Emily Koochel, PhD., AFC®, CFT-I™, BFA™

Amidst evolving technology and heightened client expectations, financial advisors must surpass traditional planning approaches to truly elevate client satisfaction. To do so, they must explore the space beyond the plan—where technology, financial psychology (FinPsych), and commitment to service meet—to enhance their value and provide the personalized experiences their clients are seeking. eMoney’s 2023 ‘Beyond the Plan’ research shows that advisors who embrace tech-forward and FinPsych-forward practices see the best client results overall.
1:30pm – 3:30pm

Investment Analysis: Top Down and Bottom Up

Chase Armer CFP®, CFA®, EA

A review of economic and financial analysis techniques from both a top down and bottom-up perspective using real time economic and financial data to decode the risks and opportunities investment managers should be aware of when navigating the current economic and financial climate.

 

 

Sunday, August 11, 2024

8:30am to 10:10am

Planning Student Loan Repayment without Sacrificing Your Clients’ Goals and Dreams

Rosario Chacón MBA, EA, CFP®, FBS®, CSLP®, CDFA®, CLC

The presentation will present the audience with the various repayment plans. There have been several plans introduced throughout the years, with upgrades and a promise of greater benefits. However, choosing a plan is not a one-size-fits-all endeavor. Having a practical knowledge of the factors in student loan repayment planning can help financial advisors guide their clients through a sound payment plan without sacrificing the client’s other goals and dreams.
10:20am to 12:00pm

Everything You Want to Know About Financial Therapy, but Didn’t Know to Ask

Elana Feinsmith, CFT-I™, CFP®, CRPS®

As the title suggests, this presentation will be a deep dive into financial therapy. What is Financial Therapy? How do I integrate it into my practice? How does this help my clients better achieve their goals? Be prepared to be informed about all of the things you don’t know that you don’t know!

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