金融 & 退休计划会议-网络直播

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2021年11月12日

报名时间:早上7:30 节目时间:太平洋时间上午8:00 -下午4:30

费用

会员费用: $0.00
非会员费用: $0.00

提供折扣

协会成员: 没有一个
专职会计教育: 没有一个

描述

对有效的财务和退休计划的需求从未像现在这样强烈! Gain practical insights from industry leaders and learn timely information on various aspects of financial and retirement planning. Your tried and true 皇冠hg3088推荐 Retirement Planning Conference is back with a financial planning bonus.

点击这里 查看会议节目.

皇冠hg3088推荐: 8
CFP: 8
CLE-OR: 6.75

注册的企业可以享受折扣. 两种网络直播观看选项. 点击这里 查阅更多资料,并选择适当的订购表格:

  • 批量折扣:个人查看访问 — Select this viewing option to register multiple individuals from your firm/business to view webcast individually from their own PC/laptop.
  • 团体折扣:团体浏览权限 -前提是2019冠状病毒病(COVID-19)周围的情况允许安全集会, 与会者在公司/商务会议/培训室视为一个团体.

会议是由皇冠hg3088推荐金融发展 & 退休计划策划委员会.

专为

Tax professionals looking for an update on financial and retirement planning issues for themselves or for their clients!

目标

This program is designed to provide you with an overview of the latest developments on financial and retirement planning related issues.

主要科目

  • 合作的注册会计师和cfp -神奇发生的地方
    CFP罗伯•格林曼, & 茱莉亚Tierney, Vista Capital Partners的财务顾问
    This session will cover a variety of financial planning topics including a deep dive on Roth conversion, 慈善捐赠, 继承规划策略.
  • 管理医疗保险迷宫-如何帮助客户避免陷阱,钱坑,和死胡同
    布伦特Hunsberger, CFP, Silver Oak咨询集团
    Perhaps one of the biggest shocks seniors face when retiring is how complex Medicare can be. 也许是他们有生以来第一次, they'll be confronted with possibly dozens of choices and the best fit isn't always evident. 在这个会话, 你将学习如何帮助客户在医疗保险的迷宫中穿行——它的最后期限, 处罚, 计划类型和免费帮助.
  • 社会保障-顾问更新当前状态,建议,和细微差别
    Theodore "Ted" Sarenski, CPA/PFS, CFP, AEP, Capital One Investing
    了解最新的社会保障状况. The session will include a guide to how to advise clients as to the timing of claiming Social Security benefits. 它还将审查社会保障法中一些不太为人所知的条款. 你的社会保障问题也会得到解答
  • 作为养老金替代品的年金
    韦德Pfau博士,非洲金融共同体, RICP,美国金融服务学院
    随着婴儿潮一代即将退休,顾问们必须为客户解决新的问题. Retirement income is different as clients shift their focus from maximizing wealth to creating sustainable income, 客户面临更大范围的风险, 客户越来越多地必须解决一个复杂的终身财务问题, 其中包括为日益稀少的传统养老金寻找替代品. Two distinct schools of thought have emerged within the retirement income world: probability-based approaches and safety-first approaches. This presentation considers how different retirement income tools can be combined to build more efficient retirement strategies in a many that best integrates aspects from both schools of thought. 这包括对作为终身收入保障来源的年金进行调查.
  • 大学资助计划
    安·加西亚,CFP,独立进步顾问
    支付大学学费是最终的目标. 不仅成本在不断增加, but the range of costs and opacity of the system makes planning frustrating for families. 这一节将回顾各种节省选择, 还有经济援助和奖学金, 目的是帮助你的客户在支付大学学费方面做出正确的选择.
  • 如何在你的退休计划中投资房地产
    细节很快!

如果您想报名参加本次活动,请通过电子邮件联系皇冠hg3088推荐 profdev@nougyou-kigyou.com.


领导人

文森特Cacciottoli

文斯·卡乔托利律师是福斯特·加维律师事务所的股东.C., 一家西北地区的律师事务所,在美国东海岸和中国设有办事处,并在西雅图设有办事处, 波特兰, 斯波坎, 纽约, 华盛顿D.C. 和北京. Vince has over 30 years’ experience in employee benefits and executive compensation and is a recognized expert in his field.  He is listed in Best Lawyers in America and was named Best Lawyer of the Year for Employee Benefits/ERISA Law in 波特兰, 2015年和2019年在俄勒冈州. 他也是著名的美国员工福利顾问学院的研究员.  文斯是西部养老金协会的前任会长 & 福利会议,并仍在该组织中活跃. 他来自纽约,但却获得了B.A. 从纽约大学和他的J.D. 福特汉姆大学法学院. He writes and speaks frequently to business and professional groups on benefits and compensation planning and compliance issues including, 他最喜欢的小组, 的皇冠hg3088推荐. 非执业律师时, 他是一个狂热的渔夫,他的战利品从鳟鱼到黑马林鱼应有尽有. 

(11/10/21)

安·加西亚

安·加西亚 is a fee-only Certified 金融 Planner and partner at Independent Progressive Advisors in 波特兰. She has helped thousands of families save millions of dollars on college through her blog, 大学理财女士, 她曾上过《皇冠hg3088推荐》, 美国新闻 & 《皇冠hg3088推荐》、CNN/金钱、《皇冠hg3088》和许多其他出版物. 她的新书《皇冠hg3088推荐》(The College 金融 Plan)将于2022年出版.

(8/26/21)

罗伯·格林曼

罗伯·格林曼是Vista Capital Partners的首席增长官, 波特兰的一家注册投资咨询公司, 该公司为高净值人士管理着超过20亿美元的资产. He is a proud CFP(R) certificate holder and is the past president of the local 金融 Planning Association. 当他没有帮助客户优化他们的税后回报时, 他与妻子和两个女儿一起探索俄勒冈州的美景. 小道跑步, tenkara飞蝇钓, and being an avid Trail Blazers fan round out the rest of his diversified life portfolio.

(5/7/21)

布伦特Hunsberger

布伦特Hunsberger has been a Certified 金融 Planner practitioner at Silver Oak Advisory Group, 波特兰一家收费理财公司, 自2014年以来. 在那之前, 布伦特是《皇冠hg3088推荐》的个人理财专栏作家, 在新闻工作中度过了27年. Brent still compiles and oversees The Oregonian's annual guide to Medicare's open enrollment each October.

布伦特在新墨西哥州长大, 毕业于印第安纳大学,自1996年以来一直住在波特兰地区. When not at work, his main focus is engaging with his two teenage daughters (when they let me). 布伦特也喜欢在外面工作, 阅读, 尝试新的自制啤酒, 吃或烹饪新墨西哥食物.

(5/7/21)

韦德Pfau

韦德D. Pfau, Ph值.D., 非洲金融共同体, RICP®, is the program director of the Retirement Income Certified Professional® designation and a Professor of Retirement Income at The American College of 金融 服务 in King of Prussia, PA. 同时,他也是McLean资产管理公司的负责人和董事. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. 他主持退休研究员网站, 也是《皇冠hg3088》的撰稿人, 顾问的角度, 财务规划杂志, 也是《皇冠hg3088推荐》的专家小组成员.  他是这些书的作者, 安全第一的退休计划:一种让退休无忧的综合方法, 退休后我可以花多少钱? 以投资为基础的退休收益策略指南, 和反向抵押贷款:如何使用反向抵押贷款来保障你的退休.

(6/24/21)

西奥多Sarenski

Ted Sarenski is recognized locally and nationally as an expert providing financial planning advice.  他目前出现在WSTM-3上, 雪城大学的全国广播公司下属, 接听观众电话,为观众提供策划理念.  Ted appeared on the PBS affiliate in Syracuse as a permanent guest host of the program “金融 Fitness” which aired live for one-half hour every Thursday at 8 PM EST. 

Ted received the 2013 Distinguished Service Award by the American Institute of 注册会计师 (AICPA) Personal 金融 Planning Division for contributions to further financial planning within the CPA community, 在全国范围内出版行业相关出版物和演讲活动.  He received the Sidney Kess Award for Excellence in Continuing Education from the American Institute of 注册会计师 (AICPA) at the ENGAGE conference in June 2018.  

Ted has presented to regional Estate Planning Councils from Seattle to Syracuse on financial planning topics and Social Security.  他接受了美国数百家广播电台的采访.S. 从2005年开始,在税务和财务规划的主题. Ted also speaks on financial planning topics at major professional national conferences for organizations such as the American Institute of 注册会计师 and the 金融 Planning Association, 对于私人团体来说. 

Ted authored articles on financial planning that have appeared in The Journal of Accountancy, 《皇冠hg3088推荐》和《皇冠hg3088》(cpa Guide to Social Security), 并负责每年更新.  他被许多出版物采访和引用,包括:今日美国, 《皇冠hg3088推荐》, 《皇冠hg3088推荐》, 基督教科学箴言报, 投资的新闻, Kiplinger个人财务报告, 《皇冠hg3088》杂志(封面照片2013年2月), 今日会计与实务会计.

茱莉亚Tierney

茱莉亚Tierney, CFP,毕业于俄勒冈大学. She started her career in banking prior to joining Vista Capital Partners eight years ago where she serves as a Lead Advisor. She is passionate about financial planning and recently served as the Pro Bono Director for the Oregon/Southwest Washington chapter of the 金融 Planning Association. 当她没有帮助客户实现他们的财务目标时, 可以看到茱莉亚围着她年幼的儿子打转.

(8/31/21)