Top Planning Concerns for UHNW Clients Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group. Here are some of the other critical planning areas that advisors need to pay attention to.
Were Focusing on Baby Boomers Retirement Pat OConnell, EVP of Ameriprise Advisor Group, says the firms goal is to structure the portfolios of its baby boomer clients to last thirty years or longer in retirement.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
The 2014 Bob Veres Insider's Forum will be held on September 9 - 11 at the Hilton Anatole in Dallas, TX.This event is for CEOs, Chief Investment Officers and investment professionals, as well as COOs, key staff members and implementers. Topic themes include the forces that are shaping the advisory firm of the future, how to develop talent within your firm, and how to research and build better investment portfolios for your clients.
The 2014 FPA Annual Conference will be held on September 20 - 22 at the Washington State Convention Center in Seattle, WA.This conference will be a hands-on exploration of the newest trends and techniques in your profession. Using resources from the Journal of Financial Planning and Research and Practice Institute (RPI) the conference will bring you the sharpest tools for practice management. Click here to register: http://fpa-be.org/register/
The IRI Annual Meeting will be held on September 28 - 30 at the Colonial Williamsburg Lodge in Williamsburg, VA. This premier business meeting for the insured retirement industry presents a unique opportunity to engage with IRI and industry peers, providing a dynamic forum to learn about emerging trends in the industry and the future of the business.Click here to register: http://www.myirionline.org/conferences/vision-iri-annual-meeting-2014/registration-information
Tiburon's 2014 CEO Summit XXVII will be held on October 7 - 8 at the Ritz Carlton in San Francisco, CA.
This exclusive event is for Tiburon's executive-level clients and is invite-only. It will focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. This event provides a unique opportunity for senior executives to come together and discuss a range of industy issues.
The 2014 NAPFA Fall Conference will be held on October 21 - 24 at the Westin Charlotte in Charlotte, NC.
This event was created exclusively for fee-only planners and offers a premier networking and continuing education experience for the top financial planners in the profession.
Click here to register: http://www.napfa.org/conferences/login.asp?CONFERENCE_ID=137
FundForum USA returns to Boston this Fall and it is more diverse than ever before! Dont miss your opportunity to meet 250+ industry professionals, including international and domestic gatekeepers, portfolio managers and distribution experts.
FundForum USA is the only event for the US market to bring truly international thought-leadership and high-flying industry speakers.
The 2014 Schwab Impact Conference will be held on November 4 -7 at the Convention Center in Denver Colorado.
This year's keynote speaker is Dr. Ben S. Bernanke, former chairman of the Federal Reserve. The conference brings advisors together with influential presenters, exhibitors, and subject-matter experts, for four days of collaborative learning on key industry issues and best practices.
This year's AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that will help advisors prepare for the impact legislative and regulation changes will have on their practice and their clients.
This year's FSI OneVoice confernece will be held from January 26 - 28 in San Antonio, TX.
The conference is an annual in-person gathering for broker-dealer home office executives. Education and networking sessions are specifically designed for CEOs, senior executives, managers and employees of member and prospective member firms.It is open to broker-dealer home office employees only.