Oct 21 2021 8:15AM

Registration and Breakfast

Arrive early enough to pick-up your registration package, have a cup of java, a little something to eat and enjoy this opportunity to network with like-minded professionals. Remember to be prepared to show you photo ID when registering.

Oct 21 2021 8:45AM

Welcome

Oct 21 2021 9:00AM

Session 1: 2021 Year-End Planning Strategies

Recent tax reform, the Secure Act, American Rescue Plan, and infrastructure bill that tax changes would likely fund have created both significant tax opportunities and challenges. This discussion presents an overview of the tax legislation, new provisions, and unique planning opportunities.

Participants will: Identify key income, investment and estate tax code changes; Review relevant planning strategies to help improve client outcomes; Learn how best to plan in conjunction with a client's tax adviser.

Accepted for 1.5 hours of continuing education by
CFP Board.

Oct 21 2021 10:30AM

Session 2: New Word Order: It's Not What You Say, It's What They Hear.

Which words resonate with investors today? Help advisors better connect with skeptical investors using plain English rather than jargon to communicate more effectively.

Participants will: Learn how to reframe investment issues to remove the emotion; Learn how to have a personalized conversation rather than a generic financial conversation; Learn how to promote plausible and credible investment messages.

Accepted for one (1) hour of continuing education by CFP Board.

Oct 21 2021 11:30AM

Sponsor Expo

Take this opportunity to have a great conversation with our our chapter resource partners.

We applaud our resource partners' commitment to you and to our profession.

We encourage you to visit with our chapter partners and have meaningful conversations with them. Thank them.

They are here to help you succeed and to be a resource for you.

Oct 21 2021 12:00PM

Luncheon with Colleagues and Sponsors

Oct 21 2021 12:10PM

Session 3: Monetizing Home Equity with Today's Reverse Mortgage

Homeowners aged 62 and older currently hold a record $7.8 trillion in home equity. This age group holds 1/3 of the country’s housing wealth and yet nearly 37% of retirees are worried about their financial security in retirement. Unfortunately, most homeowners 60+ don’t realize that a reverse mortgage can help them monetize their home equity and take control of their finances regardless of market volatility – allowing them to access income-tax-free* cash to help fund their retirement needs and goals. After attending this webinar, you’ll be able to educate your clients on the benefits of reverse mortgages, and you’ll be able to create a buffer asset for your clients to avoid selling at losses and prevent sequence risk, while creating a larger legacy.

Participants will: Learn what improvements have been made and what consumer safeguards have been added to reverse mortgages in recent years; Learn the four common reverse mortgage strategies for increasing retirement stability; Learn the different types of reverse mortgage loans, both federally-insured and proprietary, for real-life applications; Learn how to demonstrate reverse mortgage solutions for eligible clients.

Accepted for one (1) hour of continuing education by CFP Board.

Oct 21 2021 1:10PM

Session 4: Economic and Market Outlook

Aimed at both client facing advisors as well as non-client-facing role, this session will help you enhance your overall investment acumen, learn about Vanguard's market views both domestically and from a global perspective. This session will help you understand our key messages for clients and how the actions and reactions around the world reflect the true global economy we live in.

Participants will: Economic outlook risks have evolved since the beginning of the year; Health risks remain o Inflation “scare” of 2021 strong but transitory; Lower-for-longer returns to stay, but pockets of opportunity; An uneven global recovery; U.S. Monetary policy • China’s policy priorities; Global equity expectations and fixed income outlook; Risks of inflation on some portfolios; How high (or low) could crypto prices go.

Accepted for one (1) hour of continuing education by CFP Board.