Personal Financial Planning Virtual Conference On-Demand 2022

Overview

If you missed our live ADVI$OR: Personal Financial Planning Virtual Conference, now’s your chance to catch all the sessions on your own schedule! Together, we will explore the impact of the election, COVID-19, and natural disasters on the PFP industry, as well as topics such as communicating with clients in a virtual world, eldercare issues and longevity planning, the generational impact on clients and succession, and more.

Highlights

ú Environmental Social Governance (ESG) Investing ú Dealing with Retirement Plans ú Estate Planning After the Election ú Opportunity Zone Investments and Associated Tax Benefits ú Eldercare Issues ú Social Security/The Medicare Module ú Generational Impact on Clients and Succession

Objectives

• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment. • Learn how to leverage various tools and techniques to better serve your clients.