Register Today!
Boston Marriott Copley | Boston, MA
Up to 8.5 CFP Credits (pending)
Special room rates at the Boston Marriott Copley have been arranged at $265/night under the Financial Planning Association. Call 800-228-9290 or 617-236-5800 to reserve your room.
Agenda
7:15-8:00 am – Registration & Breakfast
8:00 – 9:00 am
“How to Read Your Client’s Mind” Kerry Johnson
(1 CEU) Salon G
9:00 – 9:20 am – Break
9:20 – 11:00 am
“Planning From the Inside-Out” Roy Diliberto
(2 CEUs) Salon G
11:00 – 11:20 am – Break
11:20 am – 12:35 pm
“What’s Happening in the World of Healthcare Reform” Carolyn McClanahan
(1.5 CEUs) Salon G
12:35 – 1:40 pm – Lunch (Awards) Salon F
1:40 pm – 2:30 pm
“Next Generation Investment Risk Management.: Putting the ‘Modern’ Back in Modern Portfolio Theory” Jerry Miccolis
(1 CEU) Provincetown
“Couples & Money – part 1” Kathleen Burns Kingsbury & Christine Moriarty
(1 CEU) Simmons
2:30-2:35 – Transition time / short break
2:35-3:25
Estate Planning Meg Muldoon
(1 CEU)Provincetown
“Couples & Money – part 2” Kathleen Burns Kingsbury & Christine Moriarty
(1 CEU) Simmons
3:25 pm – 3:55 pm – Break with partners and exhibitors salons (h-k)
3:55 pm – 5:35 pm
“Safe Withdrawal Rates” Michael Kitces
(2 CEUs) Salon G
Keynote Address
How To Read Your Client’s Mind
Kerry Johnson, Ph.D
- You will gain these transferable techniques
- How to magnetically attract clients without manipulation
- The most persuasive words you can use with your clients
- How to gain trust with any client in 3 minutes or less on the phone or in person
- How to check how much trust you have
Planning From the Inside Out
Roy Diliberto,ChFC, CFP ®
Chairman, RTD Financial Advisors, Inc.
Most planners are well-trained on the Quantitative (exterior) aspects of financial planning. This presentation will cover the very important qualitative (interior) information required to serve our clients’ needs. The entire Financial Life Planning Process will be covered, including specific questions and interviewing techniques for the following:
- Quantitative vs. Qualitative Planning
- The Danger of Assumptions
- The Initial Interview
- Uncovering Your Clients’ Histories Around Money
- Discovering Your Clients’ Values
- Preparing for Transitions
- Discovering Goals That Really Matter to Your Clients
- Prioritizing and Quantifying Goals
Roy Diliberto is Chairman and Chief Executive Officer of RTD Financial Advisors, Inc. A graduate of Temple University, Diliberto has received his Chartered Financial Consultant designation from the American College, and his Certified Financial Planner designation from the College for Financial Planning.
How Health Care Reform Affects You and Your Clients
Carolyn McClanahan, M.D., CFP®
Founder, Life Planning Partners, Inc.
The soap opera of Health Care Reform continues. Implementation has been challenged, and despite the controversy, change is still happening. Dr. McClanahan provides an overview of the health care law, what has been implemented so far, and the next steps that will be taken. She will discuss how to prepare your clients and your business for the upcoming changes in insurance and health care delivery. This is a fun, non-partisan, and objective presentation of a very exciting and contentious subject.
Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. Financial Planning Magazine named her as a “Mover & Shaker” in the Financial Planning Profession for her work on insurance issues. She currently serves on the National Board of NAPFA and is quoted regularly in numerous publications such as The Wall Street Journal, Money Magazine, Kiplinger’s, and Smart Money. She has also appeared on CNBC, Hardball, and NPR.
Estate Planning
Carpe Diem: Help your clients seize the estate planning opportunities available in 2012 and help them plan for 2013 and beyond in an uncertain tax environment.
Specifically this session will discuss opportunities to utilizing the $5,120,000 gifting exclusion, electing portability for a deceased spouse, the use of qualified disclaimers, and electing formal v. informal probate in Massachusetts.
Margaret A. Muldoon, of Houlihan & Muldoon, specializes in the areas of estate, business and tax planning. Attorney Muldoon received her Bachelor of Science degree in Business Administration from Providence College, her law degree (J.D.) from New England School of Law, and a Masters of Law in Taxation (LL.M.) from Boston University Law School. Additionally, she has been an adjunct professor in the Tax Program at Suffolk University Law School, teaching Federal Estate and Gift Taxation, for the last several years.
Advising Couples: Facts, Fiction and Feelings
Christine Doreen Moriarty
Kathleen Burns Kingsbury
Financially advising couples is both rewarding and challenging. In this workshop, you will increase your understanding of couples dynamics and how to navigate the couple relationship both inside and outside the office.
Walk away with:
- Key questions to better determine the couple’s financial situation.
- Communications tools for engaging the couple from the initial meeting through the course of the client engagement
- Creative solutions for building trust, increasing client satisfaction and retaining more assets over the life of the partnership.
Christine Doreen Moriarty combines a strong foundation in the mechanics of money management with a compassionate understanding of the emotional underpinnings of personal decision-making. This dual focus on helping people create both financial stability and personal serenity means her seminars and discussions provide not just critical information, but also the means to use that information to change lives. Ms. Moriarty is a Certified Financial Planner with a background in accounting and small business management.
Kathleen Burns Kingsbury is a wealth psychology expert and behavioral change specialist. She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
Kathleen is a faculty member of the Certified Private Wealth Advisor (CPWA) program, an educational course developed by the Investment Management Consultants Association (IMCA) and offered in conjunction with The University of Chicago Booth School of Business. She is also an adjunct lecturer at the McCallum Graduate School of Business at Bentley University, where she teaches “Psychology in Financial Planning.”
Next Generation: Investment Risk Management
Jerry Miccolis, CFA®, CFP®, FCAS, Chief Investment Officer, Brinton Eaton Wealth Advisors
“Modern Portfolio Theory” is several decades out of date; in the last few years, its fault lines have been starkly exposed. This session, for intermediate/advanced-level investors, will explore how to bring the science of investing into the 21st century. Topics to be covered include: doing a better job with the “3 Rs” of MPT (risk, return, and relationships) and why, for example, correlations are a dangerously inadequate way to measure relationships; dynamic asset allocation, to respond to fundamental shifts in the financial/economic landscape; momentum and mean-reversion strategies; and cost-effective tail risk hedging.
Mr. Miccolis holds the Chartered Financial Analyst® (CFA) designation, is a CERTIFIED FINANCIAL PLANNER™ (CFP) practitioner, and is a fellow of the Casualty Actuarial Society (FCAS). He also is a member of the American Academy of Actuaries (MAAA), the Financial Planning Association (FPA), and the New York Society of Security Analysts (NYSSA). Mr. Miccolis received a BS in Mathematics from Drexel University.
Mr. Miccolis is co-author of Asset Allocation for Dummies®, portfolio manager of The Giralda Fund, and a regular columnist for the Journal of Financial Planning.
Also featuring…
- Meg Muldoon will talk about Estate Planning Updates
- Michael Kitces will share his latest research on Current Financial Topics.