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Hosted by  Northeast Florida FPA

Education Forum

Education Forum: What's In It For Me?


Our first Education Forum of 2024 focuses on tax planning, techniques, and the Homeowner's Insurance Crisis in the Sunshine State. In addition to the educational sessions, review the session descriptions below, we're highlighting some of the benefits you might be taking for granted.


Learn New Approaches and Ideas
Excelling as a financial planning professional requires a commitment to learning. Taking the approach of being a lifelong learner can provide great benefits. As a result, clients will receive outstanding value from financial planners who make this type of commitment to learning.


Continuing Education
This program has been accepted for three (3) hours of continuing education by CFP® Board. Credits may also be applied toward professional recertification requirements for CAP®, CLU®, ChFC®, RICP®, CLF®, CASL®, ChSNC®, FSCP®, and WMCP®. Credits may also be applied toward recertification requirements for AAMS®, ADPA®, ABFP, APMA®, CRPC®, CRPS®, SCRIC®, FPQP®, LUTCF®, WMS®.


Being with Your People
Sometimes you just need to be with the community of advisors who speak your lingo, understand your challenges, and are willing to offer sage advice.


An Out of Office Experience
We all need a change of pace, time to unplug from the constant bombardment of email or phone calls. Research shows that disconnecting , especially from email, can make us significantly less stressed and more productive. Give your brain something else to cogitate.


Building Soft Skills
Soft skills help you to build relationships and communicate more effectively. Discussing your own work informally with someone can help you learn things like what details to share, how to be clearer, and how to be more comfortable and communicate better with your clients.

Tuesday, March 26, 2024
8:30 AM - 12:00 PM Eastern Time

Location
UNF Herbert University Center
Room 1088 Coca Cola Seminar Room
12000 Alumni Dr
Jacksonville   FL   32224
 
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Map for Location



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FPA Members - $35 $35.00
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Non-Members - $45 $45.00
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UNF Students - $15 $15.00
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Agenda

 

Mar 26 2024 8:20AM


Registration and Networking Breakfast


Rise and shine for our networking breakfast, where connections are made over steaming cups of coffee and plates filled with delicious breakfast fare. It's the perfect opportunity to start your day on a positive note, exchanging ideas and building relationships with like-minded individuals. As the room fills with chatter and laughter, the energy is contagious, setting the stage for a morning of collaboration and inspiration. So grab a seat, introduce yourself, and let the networking begin!

Mar 26 2024 8:55AM


Welcome


You've had breakfast. Did some networking. Looked at your registration packet. Now it's time to set the stage to an engaged attendee.

Mar 26 2024 9:00AM


Part 1 Top List of Tax Law Changes and Adjustments for 2024


Proper tax planning requires an awareness of what's new and changed from last year, and there are lots of tax law changes and updates for 2024 that you need to know. To help, we put together a list of the most important tax law changes and adjustments for 2024, with some related items grouped. Use this information now so you can hold on to more of your hard-earned money when it's time to file your 2024 federal income tax return (in early 2025). Discussion areas to be covered: Retirement Plan Changes, Tax Credits and Deductions 2024, Key Amounts (tax brackets, kiddie tax, HSA, etc.), Gift and Estate Tax Exclusion, and Business Tax Changes.

Mar 26 2024 9:43AM


Part 1 Corporate Transparence Act Reminder


The Corporate Transparency Act (CTA) is going into effect on January 1, 2024, impacting millions of small businesses across the U.S.A. Knowing the intricacies of this act and its potential impact is essential for small businesses. Otherwise, they may incur criminal or civil penalties for not filing or updating this report.

Mar 26 2024 9:55AM


Morning Networking Break


Remember, networking is not just about what you can gain, but also about how you can contribute and support others within your network. So, nurture your connections, and always be open to new opportunities that come your way.


Michael R. Bonen, MBA
Vice President, Managing Regional Director Florida
 Natixis Global Asset Management

Mar 26 2024 10:05AM


Part 2 Tax-Intelligent Investing


In 2021, Americans left an estimated $600 billion in tax alpha on the table. Why overlook money that could be supporting your clients and their families? As a Financial Professional, you have the power to help clients keep their piece of that $600 billion. This presentation defines Tax Alpha and discusses the importance of planning in an uncertain tax environment. This will be an intermediate/ advanced discussion of current personal tax implications combined with the forward-looking potential income tax & estate tax implications given the changing political landscape.

Mar 26 2024 11:05AM


Part 3 I Didn't Know That! Advisor Case Study


One of the greatest benefits of being a member of FPA are those "A-ha!" moments. We're injecting a client case study into our education forums. Let's see how many different solutions are formulated for the same case. After a brief discussion period, we'll share the solution that was actually employed.

Mar 26 2024 11:15AM


The State Of...


Despite efforts of Florida’s legislature, the price to insure a home in Florida remains the highest in the United States. The average cost of home insurance in the Sunshine State in 2023 was about $6,000, the highest average premium in the U.S.A. We've assembled a panel to discuss the pressures driving property insurance market, impact of high insurance rates on real estate values, and ways you might help your clients mitigate their rising costs.