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  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/14/2022 at 1:00 PM (MDT)

    If a client does not return our smile or avoids eye contact, we might assume that the client does not like us or trust us. In fact, smiling and eye contact are behaviors that differ across cultures. While we often think of culture in terms of ethnicity and nationality, it may be based on other commonalities, such as age, hobby, or region within the US. Differences make every group interesting and also bring challenges to understanding a client. The goal of this session is to build the planner’s awareness of how values and behaviors may vary across communities. By learning about behavioral differences, we can build a deeper connection to our clients.

    If a client does not return our smile or avoids eye contact, we might assume that the client does not like us or trust us. In fact, smiling and eye contact are behaviors that differ across cultures. While we often think of culture in terms of ethnicity and nationality, it may be based on other commonalities, such as age, hobby, or region within the US. Differences make every group interesting and also bring challenges to understanding a client. The goal of this session is to build the planner’s awareness of how values and behaviors may vary across communities. By learning about behavioral differences, we can build a deeper connection to our clients.

    Stephanie Lee, CFP®

    Founder

    East Rock Financial Services

    Stephanie J. Lee, CFP®, founded East Rock Financial Services, a financial planning and wealth management firm. She gained cultural knowledge as a director for a global financial analytics firm, working with bankers in 17 countries on portfolio optimization. Stephanie volunteers on the Board of Directors for California Jump$tart, a nonprofit dedicated to improving K-12 financial education. She is a jazz bassist and rock violinist who has performed on 22 recordings, and she is an official voter for the Grammy Awards. She has a B.S. in Applied Math from Yale and an MPA from USC. Stephanie has spoken at many FPA conferences, has appeared on CNBC, and has been quoted by The New York Times, The Wall Street Journal, Reuters, Kiplinger, and the BBC.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/20/2022 at 10:00 AM (MDT)

    Join us for the July International & Cross-Border Planning Knowledge Circle were we will have Matthew Berlin, Attorney at Rubin and Rudman LLP in Boston, MA.

    Matthew focuses practices in all aspects of estate planning  for clients that live in the US and abroad and will be talking to us about Grantor Retained Annuity Trusts, Qualified Domestic Trusts, Comparative Law Issues and expatriation. 

    Join us for the July International & Cross-Border Planning Knowledge Circle were we will have Matthew Berlin, Attorney at Rubin and Rudman LLP in Boston, MA.

    Matthew focuses practices in all aspects of estate planning  for clients that live in the US and abroad and will be talking to us about Grantor Retained Annuity Trusts, Qualified Domestic Trusts, Comparative Law Issues and expatriation. 

    Matthew A. Berlin (he/him/his)

    Partner

    Rubin and Rudman LLP

    Matthew Berlin focuses his practice on all aspects of estate planning, trust administration and related tax matters, including FATCA compliance and offshore informational reporting.  Matthew’s clients consist of individuals and families living throughout the U.S. and abroad, as well as the offshore and onshore entities they create or control to manage and pass on wealth.

    Matthew advises on buy-sell agreements, insurance trusts, irrevocable defective grantor trusts, installment sales, charitable lead and remainder trusts, Grantor Retained Annuity Trusts (Walton GRATS), Qualified Personal Residence Trusts, and related techniques to reduce taxation and to ensure continuity in business planning and family control.

    As a fiduciary for scores of trusts, estates and charitable foundations, Matthew has extensive experience managing and administering assets, including disposition of or investment in commercial and residential real estate, fine art, intellectual property and marketable securities. He provides legal counsel and representation in all phases of trust and estate administration and related tax reporting.

    As a family and property lawyer, Matthew develops and drafts prenuptial agreements, co-tenancy agreements and domestic and business partnership agreements. He advises concerning the retention and disposition of family property, jointly acquired real estate and other joint enterprises involving the equitable division or shared use of property interests. Part of his practice also entails creation of conservation restrictions and agricultural easements to promote the conservation or preservation of rural agrarian traditions while reducing property and estate tax exposure and ensuring continued family ownership.

    Matthew’s probate practice includes litigation services in connection with proof of wills, reform and interpretation of testamentary and trust instruments, and undue influence or incompetency.

    Additionally, Matthew is President Emeritus of DeSoto Securities Company, a privately held company in Chicago, IL established in 1923.  The Company operates a portfolio of securities for the benefit of a distinguished, high-net worth family.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/21/2022 at 2:00 PM (MDT)

    Larry Pon wants to continue the tax conversation with you! Have questions?  Larry has answers!  Join us for a LIVE Q&A session where Larry answers your tax related questions and provides up to date insight on laws and regulations. 

    Larry Pon wants to continue the tax conversation with you! Have questions?  Larry has answers!  Join us for a LIVE Q&A session where Larry answers your tax related questions and provides up to date insight on laws and regulations. 

    Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP

    Pon & Associates

    Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

    Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

    Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

    Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/28/2022 at 12:00 PM (MDT)
    In a groundbreaking study, Longevity and the New Journey of Retirement (2022,) of more than 11,000 North American adults, largely pre-retirees and retirees, Edward Jones and AgeWave, explores the journey of retirement—people’s experience in retirement, and the keys to thriving along the way. The Key Elements of Today's Retirees: Value of longevity—29 years to be the length of retirement. Pandemic drove transition, to organize time, and find new purpose. Preparation and financial foresight is central. Other elements include: Attend to health. Stay socially engaged. Gain a sense of purpose. Manage finances and keep on track. Be willing to course correct again and again to achieve dreams. The study reflects the need for pre-retirees and retirees to have a life plan that extends beyond money and addresses the other top 9 domains of living well. The presentation material is based on my book, SOLO AND SMART, A Roadmap for a Supportive and Secure Future, which is based on my own future plan, the one I designed for myself after family caregiving. Caring for my parents was my wake-up call. It illustrated to me the risks I will face down the road. I got on the stick and created a plan because, unlike my parents, I had no children or spouse to look out for me.
    In a groundbreaking study, Longevity and the New Journey of Retirement (2022,) of more than 11,000 North American adults, largely pre-retirees and retirees, Edward Jones and AgeWave, explores the journey of retirement—people’s experience in retirement, and the keys to thriving along the way. The Key Elements of Today's Retirees: Value of longevity—29 years to be the length of retirement. Pandemic drove transition, to organize time, and find new purpose. Preparation and financial foresight is central. Other elements include: Attend to health. Stay socially engaged. Gain a sense of purpose. Manage finances and keep on track. Be willing to course correct again and again to achieve dreams. The study reflects the need for pre-retirees and retirees to have a life plan that extends beyond money and addresses the other top 9 domains of living well. The presentation material is based on my book, SOLO AND SMART, A Roadmap for a Supportive and Secure Future, which is based on my own future plan, the one I designed for myself after family caregiving. Caring for my parents was my wake-up call. It illustrated to me the risks I will face down the road. I got on the stick and created a plan because, unlike my parents, I had no children or spouse to look out for me.

    Equip clients to prepare more comprehensively and navigate more nimbly to and through their retirement

    Help clients discover: Where they are right now? Where, they want to be? How to get there. 

    Self-assess the current level of satisfaction of the top 10 domains and help them set a trajectory for a confident future

    Carol Marak

    Author

    CAROL MARAK LLC

    Carol Marak, Author, Speaker, Founder of the Elder Orphan Facebook Group, and former family caregiver. Her book, SOLO AND SMART, A Roadmap for a Supportive and Secure Future is based on Carol’s own plan as a single senior facing the retirement years alone. Caregiving was her wake-up call and it revealed what’s needed when planing a secure future. Carol is a native Texan and lives in a highly active Dallas urban area. 

    Carol has appeared in The New York Times, Washington Post, USA Today, PBS, NPR, AARP, USNews, American Society on Aging, local newspapers throughout the U.S. and radio shows.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/28/2022 at 1:00 PM (MDT)

    In this session, we’ll discuss the challenge and opportunity as multiple generations work alongside each other. This is likely the first time in history that we could have up to 4 distinct generations working alongside one another. What does this mean for you and your firm and how might you manage the communication gap that occurs? We’ll address issues such as how we manage expectations, leverage the strengths of each generation,and how following stereotypes gets you and your team into trouble. We’ll also talk about the opportunity for career paths that will maximize the next generation of planners.

    In this session, we’ll discuss the challenge and opportunity as multiple generations work alongside each other. This is likely the first time in history that we could have up to 4 distinct generations working alongside one another. What does this mean for you and your firm and how might you manage the communication gap that occurs? We’ll address issues such as how we manage expectations, leverage the strengths of each generation,and how following stereotypes gets you and your team into trouble. We’ll also talk about the opportunity for career paths that will maximize the next generation of planners.

    • Why bridging the gap is important?
    • How our generational tendencies impact our communication
    • How 5 key skills will help reduce generationalbarriers
    • How to maximize generational opportunity with NexGen Advisors and clients
    • Applying what we’ve learned

    George Fernandez, MBA, CPBC, CFP®

    Business Coach & Consultant

    George Fernandez is professional business coach and consultant specializing in the insurance and financial services industry.

    With 36 years of experience in retail banking, lending, property & casualty, wealth management, product management and financial technology platform management, George is uniquely positioned to bring objectivity to his clients’ business objectives. In addition to developing and maintaining hundreds of client and advisor resources used to grow and support their business, George has helped hundreds of advisors and several firms with the financial planning related technology selection, vendor management, deployment, and user adoption.

    George has held numerous volunteer positions within FPA and the FPA of Greater Kansas City, including CLC Development Committee member, OneFPA Transition Task Force member, and president and chair of the board of directors for his local chapter.

    George Fernández, MBA, CFP®, currently serves on the Board of Directors of the Financial Planning Association® (FPA®)and is the board liaison for the NexGen Community

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  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 08/24/2022 at 12:00 PM (MDT)

    A new report, based on a survey completed by 4,495 financial advisors and planners, shows the total market share and average user ratings for more than 500 tech solutions in 39 different categories.  Join co-author Bob Veres as he discusses the data from the T3/Inside Information Software Survey, some of the surprises, and the direction that the tech marketplace is evolving. 


    A new report, based on a survey completed by 4,495 financial advisors and planners, shows the total market share and average user ratings for more than 500 tech solutions in 39 different categories.  Join co-author Bob Veres as he discusses the data from the T3/Inside Information Software Survey, some of the surprises, and the direction that the tech marketplace is evolving. 


    review highlights, charts, graphs and detailed market share and user rating data from 36 different fintech categories discuss possible service-enhancing and time-saving options from survey data results explore key trends and takeaways from the changing software landscape

    Bob Veres

    Inside Information

    Bob Veres is editor and publisher of the Inside Information guide to trends and innovations in the profession, author of The New Profession, and for 20 years was a contributing editor and columnist for Financial Planning magazine. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors.


    Over his 40-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar’s advisor web site: MorningstarAdvisor.com. He is a sought-after speaker for many of the planning world’s most important professional conferences.
    In addition, Mr. Veres co-produces the Insider’s Forum conference for independent financial advisory firms.


    Mr. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.

    In addition to his professional activities, Mr. Veres has authored five novels: Song of the Universe, The Root of All Evil, Conversations With My Daughter, South of Maya and The Galactic Taxi Service.