Speakers & Sessions
listed alphabetically
Day 1
The Real Estate Whisperer Financial Planning
Defer, reduce, or eliminate taxes on the sale of highly appreciated rental property: 5 methods
About the Session
This program is tailored for professional advisors and their clients who own rental property, focusing on five proven tax strategies to mitigate or eliminate taxes on highly appreciated investment real estate. The presentation is a survey course covering advanced techniques: 1031 exchanges, 1031-721 exchanges, Opportunity Zones, Charitable Remainder Trusts, and tax-qualified oil and gas drilling. Each strategy addresses the challenges of managing significant capital gains and estate tax exposure associated with high-value properties. Through real-world case studies, attendees will gain actionable insights into preserving wealth and optimizing tax outcomes, making it an essential guide for those managing substantial real estate portfolios.
Ellevate Advisors
Becoming Succession Ready: the Journey Before the Destination
About the Session
Succession Readiness isn’t just for advisors approaching retirement; it is the mindset required for both buyers and sellers preparing for a smooth transition! Knowing what your goals are now and for your ideal exit scenario is essential to success. Join Brooklyn Brock, a 3rd generation financial advisor, and exit coach to advisors themselves, in this interactive presentation. Together, we will identify common mental roadblocks that derail a transition, explore succession readiness prerequisites using a Retirement Readiness Assessment tool, and identify the right exit strategy to accomplish your unique goals. Any advisor at any age and stage of life and business will leave this presentation better prepared for an internal succession or M&A event!
Aspyre Wealth Partners
Advisor Wellbeing: How you take care of yourself in a caring profession
About the Session
Financial planning is not just the hard numbers and facts. We pour into our clients in caring and thoughtful ways. This care towards clients while rewarding is also draining and if we aren’t careful, the thing we love most about our work becomes our greatest resentment. Join me in a session where we pour into you – the advisor – and teach you how to keep refilling your own “cup” so you can show up as the best advisor for your clients. I’ll be sharing tricks and tips for avoiding burnout in our profession and you will walk away with your own advisor wellbeing toolkit.
Merrill Lynch
Estate Tax Planning Ahead of the Sunset: Key Things to Remember Presentation Description
About the Session
This session offers a comprehensive look at today’s gift and estate tax landscape, equipping you with the knowledge to guide clients through effective wealth transfer planning. We’ll examine current laws and exceptions to gifts that preserve exemption amounts, ensuring you’re up-to-date with the latest regulations. You’ll gain insights into key wealth transfer structures, including Spousal Lifetime Access Trusts (SLATs), Qualified Personal Residence Trusts (QPRTs), Charitable Remainder Trusts (CRTs), and more, while understanding how to match these tools to your clients’ unique needs.
Beyond the technical aspects, we’ll address practical considerations like utilizing the first spouse’s exemption, maintaining grantor trust status, transferring business interests, and leveraging Irrevocable Life Insurance Trusts (ILITs) and buy-sell agreements. By the end of this session, you’ll be equipped to create tailored strategies for your clients, ensuring their wealth transfer plans are as efficient as they are effective.
Medicare Advisor, Gebhardt Group, Inc.
Navigating Medicare: Avoiding Common Pitfalls and Maximizing Benefits
About the Session
Most people think Medicare is free, easy, and covers everything. As an advisor, you can help set more realistic expectations for your clients as they approach 65 and need to figure out all things Medicare. Understand how Medicare works, what it covers and doesn’t cover, and how the decisions you help them make may impact what they pay for healthcare.
Silicon Valley Community Foundation
How Charitable Planning Can Grow Your Practice
About the Session
We are in the middle of the greatest wealth transition in history, and CFPs are in the perfect position to help their clients plan to make this successful. Join us for an evidence-based exploration of all of the ways that charitable planning can position you for success, including connecting with your clients on their values and visions for the future, creating and maintaining relationships with the next generation and establishing yourself as a highly skilled and proactive advisor.
We’ll also review some of the most effective charitable planning tools that you can offer to your clients, including charitable uses of retirement assets, using donor advised funds to create family legacies and how lifetime income gifts can offer both charitable deductions and lifetime income.
New Venture Visions Corporation
Attract Clients with Strategies that Substantially Increase Mortgage Interest Deductions
About the Session
Home mortgage interest rates are currently at multi-year highs, resulting in increased payments for clients. Compounding this issue, the federal mortgage interest deduction limit of $750,000 significantly impacts owners of multi-million-dollar homes and most second-home owners, who often cannot deduct interest beyond this threshold.
This training session explores a “Tax-Optimized Mortgage Debt Restructure” process, which can, in many cases, enable clients to deduct part or all of the excluded interest. For instance, clients with combined tax rates of 50% or higher, loan amounts of $1.5 million, and interest rates of 6% could realize annual, recurring tax savings exceeding $20,000 through this specialized restructuring approach.
Investments & Wealth Institute, Cerulli Associates, Raymond James
Building Services for HNW clients
About the Session
As investable assets held by high-net-worth (HNW) households in the U.S. have increased by more than $23 trillion since 2011, firms have rapidly grown their service offerings aimed at this demographic. Greater than one-third (35%) of HNW individuals state that the reason they began a relationship with their primary advisory provider is related to either services or client experience offered. Additionally, Cerulli data shows that since 2017, every category of service offering has become more commonplace to meet enhanced client expectations and needs.
In this panel presentation, you will hear from the lead Cerulli researcher on HNW services, two practitioners delivering HNW services to their clients, and the CEO of the credentialing body for Certified Private Wealth Advisor professionals. From increasingly nuanced investment management services to more comprehensive and specialized planning services, every arena of high-end private wealth services will experience greater demand: Estate and tax planning, charitable planning, planning for closely held business owners, and the ability to navigate alternative investments on behalf of your clients are essential services for advisors. Wealth management firms buy, build or rent these service capabilities in various ways which shall be explored by the panel.
Osterweis Capital
Not All High Yield is Junk
About the Session
Thanks to the outsized influence of Moody’s and S&P, many investors have a simplistic view of the bond market: investment grade is “safe” and high yield is “risky.” In this presentation, Carl Kaufman and John Sheehan, CFA, Portfolio Managers for the Osterweis Strategic Income Fund, will explain why they believe this view is fundamentally flawed.
The distinction between the two segments is determined by an issuer’s agency rating, so they will begin by reviewing the principles behind ratings. They will then explain the limitations of using a single approach to define such a diverse and dynamic market, and they will explore how market inefficiencies allow savvy investors to construct high yield portfolios with risk profiles similar to investment grade portfolios.
Carl and John will also discuss the structure of both market segments and examine the appropriate uses of each asset class in client portfolios. In their view, the allocation decisions are less clear than conventional wisdom suggests, as they have different strengths and risks.
Optimal AdvisorAI
Saving Financial Professional Time by integrating AI into daily practices
About the Session
In this session, we showcase practical applications of AI in financial planning and advisory services. We demonstrate how offices can save 1-5 hours per week by highlighting real world use cases. After this session, our goal is advisors will be more open to leveraging AI to create stronger, more profitable practices. This presentation is more than just a talk; it’s a look into how AI is going to change the way a financial planning practice can operate.
Key takeaways from the presentation:
Real-World Use Cases: Gain practical insights with real-world examples, demonstrating how AI can be implemented into everyday workflows.
Explore the power of AI to help you save time by providing comprehensive due-diligence reviews, from dissecting 50-page investment PDFs in seconds to summarizing complex financial data.
Learn about the transformative impact of AI on client communication and engagement in a compliant manner and how it can help build deeper, more meaningful relationships.
Why This Presentation?
Educational Focus: The practical session is tailored to educate and empower financial advisors, equipping them with the knowledge to incorporate AI in their daily operations.
Interactive and Engaging: Our style is conversational, ensuring a lively and engaging learning experience for all attendees.
Kitces.com
TBD
About the Session
Coming Soon!
Kitces.com
TBD
About the Session
Coming Soon!
Life Planning Partners, Inc.
How You Can Stop Performance Reporting
About the Session
Most firms spend significant money and time producing quarterly investment reports for clients. This looks to the past and does not predict the future of the client’s portfolio. Unless your purpose is to tout investment returns, these provide little value to the client.
At Life Planning Partners, Inc., we made a decision to quit performance reporting in 2017. It took some work to prepare clients and they have not missed the reports at all. Our time is now spent of providing what clients value most – real financial panning. Meetings are rarely about investments and are focused mainly on the clients life and financial goals.
Dr. McClanahan will walk you through their process to prepare clients for no more performance reports. She will also share what they do provide to clients and how they efficiently cover projections, tax, estate, insurance, and investment planning.
Oliver Wyman
Decoding the LTCI Mandate: Actuarial Insights and Practical Strategies for Financial Planners
About the Session
Long-term care insurance (LTCI) mandates are reshaping the financial landscape, offering both challenges and opportunities for financial planners. In this session, Stephanie Moench, actuarial lead for California’s exploration of a potential statewide LTC program, will break down the complexities of implementing a public LTC program, sharing insights into the range of program designs explored, the actuarial considerations underlying the program structure, and the potential impact on clients and advisors. Stephanie will also discuss opportunities for planners to use state exploration into public LTC programs to better serve clients, build trust, and integrate LTCI planning into their practice.
Attendees will leave with a clearer understanding of how to navigate the potential new requirements, help clients make informed decisions, and incorporate LTCI conversations into holistic financial planning.
Yahoo Finance
Navigating the Golden Years: Comprehensive Elder Planning Strategies for Financial Advisors
About the Session
In an era of increasing longevity and complex financial landscapes, financial advisors play a critical role in guiding clients through the intricate journey of aging. This presentation will provide a comprehensive roadmap for developing holistic elder plans that address not just financial security, but the multifaceted challenges of aging. Participants will learn how to create nuanced, personalized strategies that protect clients’ financial and personal well-being, with a special focus on identifying and preventing elder financial abuse and exploitation.
Morningstar
Goals-Based Tax Strategies
About the Session
In this engaging session, we’ll dive deep into the art and science of tax strategy planning, equipping you with the tools and techniques needed to serve your clients at the highest level. We’ll explore a comprehensive review of tax strategies—the “tools in the toolbox”—and how to assess your clients’ unique situations to select and explain the most effective solutions. From understanding the nuances of implementation to navigating real-world applications, this session is designed to make complex tax planning approachable and actionable.
You’ll leave with a new framework for addressing individual client needs, practical strategies to boost your confidence in delivering results, and insights into the critical importance of showcasing your impact to your clients. Whether you’re looking to refine your approach or take your planning to the next level, this session will empower you to elevate your practice and truly “up your game” in delivering exceptional value to your clients.
Certus Legal Group, Ltd.
How to Not Ruin Your Clients' Kids with Money
About the Session
This presentation will explore the advisor’s role in facilitating positive generational wealth transfer – something that will be greatly needed during the coming decades’ massive transition of wealth. Our time together will not focus on this technique or that strategy. Rather, we will consider how we can work together to better our clients’ primary goals and assuage their greatest fears when it comes to their children or grandchildren – that the wealth they’ve created and we helped grow will end up ruining those they love the most.
Midland National/Midland Advisory
TBD
About the Session
Coming Soon!
Cooper Sinclair
Trouette Insurance Agency, LLC
The CA Sustainable Insurance Strategy
About the Session
Since the 2017 Sonoma County Fires in CA, the insurance industry has moved toward decreased availability of coverage and runaway cost increases. We will discuss the continuum of issues that have contributed to the mounting crisis in CA and strategies for an advisor to assist their clients in navigating insurance options along with advice on how to avoid cancellations.
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