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.

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.

Artificial intelligence, machine learning, and data analytics are transforming the financial landscape. In this talk, we’ll discuss how and why the AI revolution came to be with the introduction of ChatGPT in November 2022. We will explain the basic logic AI systems, as well as what they do well and what they do poorly. Our focus will be on what problems AI systems can solve for financial practitioners, a point we develop through a case studies that highlight the power and limitations of AI in finance. We will provide resources where attendees can learn more about AI technologies.

• Learn about the history of AI and the factors that led to the recent spurt in innovation
• Understand the uses and limitations of AI in financial applications
• Gain intuition for how to use AI to make better financial decisions for your clients

Explore the transformative potential of using AI in your marketing efforts while also navigating the associated risks and compliance requirements. Learn how AI-driven strategies can enhance efficiency and engagement, but also understand the importance of including disclosures in all marketing efforts. Join us to strike a balance between innovation and ethics in leveraging AI for sustainable growth and client connections.

1. Embrace Responsibility: Learn to combat misinformation and biases in AI-generated content through fact-checking algorithms and transparent processes.
2. Balance Automation with Humanity: Understand that while AI enhances efficiency, it cannot replace the personalized touch of human input. Discover how to integrate AI auditing to infuse content with human insight.
3. Navigate SEO Challenges: Prioritize high-quality content creation over algorithmic shortcuts to ensure sustained SEO success.
4. Safeguard Content Integrity: Implement plagiarism detection tools and human oversight to maintain authenticity and brand identity.
5. Foster Innovation with Ethics: Unlock the power of AI while safeguarding against risks by striking a balance between automation and human creativity.

Guest speaker Caleb Harty will provide a demonstration of this innovative tool that can help advisors calculate future cost for special needs families and clients.

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. 

April is Autism Acceptance Month – join us to celebrate with a discussion on all things Autism & financial planning! This presentation will guide you through the stages of acceptance the parents you’re working with are likely to go through after a diagnosis, non-traditional financial resources that may be available to these families in the here-and-now, and unique financial planning strategies these families and individuals are likely to need as a part of their long-term plan. It will also expose you to the social model of disability so you can provide more culturally-competent services. 

A product agnostic, educational session on how to incorporate charitable planning into an advisor’s practice in order to deepen engagement with existing clients, attract new clients, and meet the growing client demand for strategic philanthropic solutions. Impact investing has altered the notion that advisors should solely seek financial gains for their clients. Impact investing is gaining momentum as investors seek to align their money and values. This session will focus on how advisors can test the waters with impact investing and start to integrate it into their practice—helping clients have a greater impact with their investments and philanthropy.

• Overview of common charitable vehicles, contributable assets, and tax implications

• Best practices from real-life case studies on how to have a charitable conversation

• Resources for aiding clients with charity selection and granting tools

This session will explore the unprecedented rapid rise in the 7520 rate in recent months. Planners will learn while the current environment increases the present value of a straight income interest or, much less dramatically, a unitrust interest, it sharply reduces the present value of a fixed annuity. The income tax benefit of setting up a gift annuity, or a charitable remainder annuity trust, is greatly increased, as a higher section 7520 rate assigns more value to the residuum. 

• The participant will be able to discuss how certain charitable strategies are more or less attractive in a higher interest rate environment
• The participant will learn how to calculate the benefits of vehicles like gift annuities and charitable remainder trusts
• The participant will gain a better understanding of more complex planning opportunities like retained life estates or life income termination donations

In this presentation, we delve into key strategies for preempting will contests and identifying critical red flags in estate planning. We'll emphasize how to identify and address common mistakes and  highlight further considerations to be addressed during the planning phase, ensuring a thorough and conflict-free estate transition.