Approximately 60 different sessions - with topics ranging from cybersecurity, managing a global portfolio, and important IRS regulatory developments - will be presented at this year's
This year’s agenda was developed with all financial planning professionals in mind: CPAs; CFPs, CFAs, CIMAs; tax and estate planning attorneys; insurance and risk management professionals, and investment advisers. Over the conference's three days, attendees will look to emerge from the conference better prepared to serve their clients' needs in dynamic planning.
“This is the single most valuable financial planning conference to attend in 2016,” stated Scott Sprinkle, CPA/PFS, chair of the 2016 PFP Conference Planning Committee. “The combination of technical sessions and industry leading speakers presenting forward looking topics makes it a ‘can’t miss’ for serious financial planners. Additionally the opportunity to network and socialize with some of the smartest planning minds in the country can’t be missed.”
"The AICPA PFP Conference is a rare opportunity to learn from respected leaders in all practice areas of financial planning at one time," said Andrea Millar, CPA/PFS, AICPA associate director of personal financial planning, in a statement. "This is a chance for financial planners to sharpen investment and retirement strategies for their clients, learn about key changes in tax, estate and healthcare laws, and network with other professionals in the profession."
Session highlights from the 2016 Conference will include:
David M. Blanchett, CFP, CFA, AIFA, Head of Retirement Research, Morningstar Investment Management
Topic: “No Portfolio Is an Island – How to design more efficient portfolios from a total wealth perspective.”
Robert Keebler, CPA/PFS, MST, AEP, Partner, Keebler & Associates LLP
Topic: Powerful Strategies for the Taxable Estate
George Kinder, CFP, RLP, Founder & President, Kinder Institute of Life Planning
Topic: "Bringing Life to Money: Life Planning's Client Relationship Dividend.”
Michael Kitces, MSFS, MTAX, CFP, CLU, Partner | Publisher, Pinnacle Advisory Group | Kitces.com,
Topic: Longevity Annuities and Their Potential Role in Retirement Income
Greg McKeown,CEO, THIS Inc.
Topic: "ESSENTIALISM: The Disciplined Pursuit of Less."
Topic: A Live Debate on the Merits of Smart-Beta Investing
Moderator:Robert K. Huebscher, MBA, CEO, Advisor Perspectives
Panelists:John Ameriks, Ph.D., Principal, Head of Quantitative Equity, Vanguard Group Inc.,
Rob Arnott, Chairman & CEO, Research Affiliates
Michael Edesess, Ph.D., Senior Research Fellow, City University of Hong Kong
Roger G. Ibbotson, MBA, Ph.D., Chairman, CIO, Zebra Capital Management LLC
For more information, head to the Conference's
