ADVI$OR Personal Financial Planning Conference

CalCPA ADVI$OR: Personal Financial Planning Virtual Conference to Tackle Key Financial Issues During These Times

Jan. 20, 2021

BURLINGAME, CA.—During this time of unprecedented economic and financial uncertainty, individuals can turn to CPAs as their trusted adviser to help guide them and instill financial confidence and stability to make better financial decisions. Join us Jan. 22, 2021, as CalCPA promotes better understanding of financial planning topics that involve tax planning, budgeting and the importance of financial planning at its upcoming virtual conference hosted by leading CPAs across the country.

Here more about the conference from Mitch Freedman, CPA/PFS, CalCPA member and conference committee chair. 

“Recent challenges due to the pandemic and overall economic uncertainty have added multiple layers of complexity to the markets and have a direct impact on wealth preservation,” said Brad Monterio, CalCPA chief learning officer. “CPA financial planners will benefit from our ADVI$OR program because it tackles timely issues such as ESG Investing, the latest regulatory changes, and opportunity zone investments against this complex backdrop.”

The conference's keynote speaker will be David Kelly, chief global strategist from J.P. Morgan Asset Management.

WHY: This new year promises to be one of the most challenging years for financial planners. ADVI$OR: Personal Financial Planning Virtual Conference will discuss what is affecting this sector, as well as the economic, tax, financial, accounting and legal developments impacting California consumers.

WHEN: Jan. 22, 2021 | 8 a.m.–3:45 p.m. PT

WHERE: Online. Visit our conference webpage for agenda, speakers and to register.

TOPICS:

• The SEC and DOL Focus on Retirement Investors: Rollover Recommendations and Best Interest Investing in IRAs
• Environmental, Social and Governance (ESG) Investing
• Financial Elder Abuse: Society's Shame
• Estate Planning After the Election
• Opportunity Zone Investments and Associated Tax Benefits
• Social Security and Medicare: Maximizing Retirement Benefits
• Generational Impact on Clients and Succession 

• David Kelly, chief global strategist at J.P. Morgan Asset Management
• Glenn Freed, chief investment strategist at Syntax Advisors
• Samuel Adams, CEO of Vert Asset Management LLC
• Jonathan C. Lurie, Esq., partner at Venable LLP
• Michael Fitzpatrick, partner at Baker Tilly and executive vice president and principal of Baker Tilly Capital, LLC
• Theodore Sarenski, CPA/PFS, wealth manager at Capital One
• Mitchell Freedman, CPA/PFS, CEO at MFAC Financial Advisors, Inc.
• Sheryl Rowling, CPA, founder of Rowling & Associates
• Jimmy Williams, CPA, CEO of Compass Capital Management LLC
• Greg Friendman, president & CEO, Private Ocean Wealth Management
• Dan Seivert, CEO & managing partner, ECHELON Partners
• Kirsten Boer, pirector, client relations, Sustainalytics
• Bob Birgen, CPA, principal, Abridge Partners LLC
• Fred Reish, Esq., partner, Faegre Drinker Biddle & Reath LLP

About CalCPA: CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 43,000 members in public practice, private industry, academia and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually.

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