Join Robbie Heeger, President and CEO of Endaoment, and Adam Blumberg, Co-Founder and President of Interaxis, for a deep dive into the future of tax savvy giving strategies for your clients. Learn about the most effective charitable giving vehicle, the donor-advised fund, and how your clients can maximize gifts of complex assets such as cryptocurrency. Robbie and Adam will walk you through client stories of next-generation donors and will share tools and resources that can support your clients giving needs.

• FPA participants will better understand the tax benefits and mechanisms of giving through a donor-advised fund. 
• Participants will develop the language and tools to incorporate charitable giving strategies into their practice. 
• Attendees will be better suited to converse with clients around cryptocurrency and digital assets.

Join us for an essential presentation tailored for financial advisors as we dissect the implications of the sunset provision looming over the estate tax landscape. Don't miss this opportunity to equip yourself with the knowledge and tools necessary to navigate the shifting tides of estate tax regulations and safeguard your clients' financial legacies.

• By the end of the presentation, the participant will understand the implications of the Estate Tax Exemption Sunset and what that means for your clients.
• Explore tools and strategies that can benefit families with estate tax issues 
• Be empowered to have dynamic conversations with your clients about the estate tax exemption 

This comprehensive presentation on advising widows, dives into the intricate details of planning for widows. In this educational session, we’ll explore mindset matters and the pivotal role of financial advisors in guiding widows through the complex estate process beyond probate, including considerations for utility companies and social media accounts.

With a focus on serving this vulnerable population, we’ll discuss the intersection of emotional and mental well-being with financial resilience, shedding light on neuroplasticity changes and their impact on advisory meetings and guidance.

This presentation provides practical strategies for handling ongoing planning amidst numerous tasks, including the need to avoid overly lengthy meetings and offering additional grief support. Megan guides us through the stages of financial planning, from the acute phase, where immediate financial management is crucial, to the near-term and long-term perspectives.

Whether you’re navigating the complexities of credit freezes, assessing institutions through three-way calls, or addressing tax planning strategies, this presentation will cover it all. Discover the nuances of estate planning, investment considerations, and insurance planning for widows, providing a comprehensive roadmap for financial advisors supporting clients through challenging times.

The academic conclusion of Modern Portfolio Theory is that market timing can never work. This has become the prevailing wisdom in the wealth management industry today. 

However, some HNW advisors and Family Offices have successfully run a High Yield timing - or tactical - strategy. How do they do it? How does it work? Can tactical timing be applied to other areas of the market? What are the challenges and limitations?

We talk with industry veteran Dan Krause. After witnessing first hand the success of this strategy, Dan founded Counterpoint Mutual Funds with his brother, Michael Krause, to execute the strategy. Michael is an experienced Quant investment manager and their ten year track record is impressive. We discuss these questions as it applies to both tactical timing strategies in general as well as how they implement in their own fund.

Guest speaker Kevin Lam will be joining us and will be speaking on his long career in finance and his pro bono work!

Learn about Kevin's amazing journey in finding his passion for pro-bono financial planning following a 40 year career in institutional investment management.

When it comes to college financial aid, much of the attention (especially this year) is on the Free Application for Federal Student Aid (FAFSA). However, many private colleges and universities use another form, administered by the College Board, called the CSS Profile.

The CSS Profile provides a more complete picture of the family’s financial picture to assist colleges and universities in awarding limited financial resources most equitably.  Many private colleges and universities use this form when determining the amount of institutional dollars to award families.

This session will examine the CSS Profile in depth. We will begin with a basic overview and review its main components. We will then use specific examples to highlight the major income and asset drivers of the CSS Profile and how they compare to/differ from the FAFSA form. Finally, we will discuss how planners can use this information when advising their clients preparing to complete the CSS Profile.

By the end of this presentation, participants will be able to:

• Identify the critical components of the CSS Profile.
• Understand how the CSS Profile differs from the FAFSA form.
• Help clients recognize how certain income/asset elements could impact their financial aid eligibility.

Guest speaker David Dewitt will talk to us about his Financial Planning practice specializing in working with individuals with ADHD.

Please join us for the May Tax & Estate Knowledge Circle where Claire will be covering core tax concepts related to stock incentive plans. In this session, we will review qualifying vs non-qualifying dispositions of ISOs, when ordinary income is triggered on NQSOs, AMT rules, and cover the fundamentals of §IRC 83(b) and (i) elections.

Self-study exam based on a thorough understanding of articles that include the topics of: Economic concepts; Time value of money concepts and calculations; Principles of counseling; and General principles of effective communication.

 After reading and understanding the two articles required for this exam, the planner will:

• Understand how anchoring an initial retirement savings amount can affect outcomes
• Understand how to assist clients in saving for their retirement goals and encourage escalating savings rates.
• Understand some specific rules of 529 plans and some education-related credits.

Retirement planning has traditionally excluded home equity; however, with seniors controlling over $13 Trillion in housing wealth, and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan. 

In this webinar you’ll learn:

• What a reverse mortgage is, including the products, eligibility, misconceptions, and consumer safeguards.
• How home equity can be used to supplement household cash flow, eliminate a mortgage payment, manage long-term risks, pay taxes on Roth Conversions, and much more.
• The client profiles where a reverse mortgage can not only safeguard a retirement, but also provide generational wealth transfer and other legacy opportunities.