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Financial Planning Conference Provides Wealth of Knowledge (Part 2)

Personal Financial Specialist 25th anniversary

Part 2 covering day two of the 2012 AICPA Advanced PFP Conference. Our on the ground bloggers:

Jean-Luc Bourdon, CPA/PFS, Principal, BrightPath Wealth Planning LLC. Jean-Luc is a regular contributor to CPA Insider and currently serves on the AICPA’s PFS Credential Committee.

Theodore Sarenski, CPA/PFS, President/CEO, Blue Ocean Strategic Capital, LLC. Ted is an appointed member of the AICPA Virtual Grassroots Panel, Social Security Task Force and Planner Magazine Editorial Advisory Board. Ted serves as Chair of the AICPA Elder Planning Task Force and is a liaison to the AICPA PFP Executive Committee.

From the beginning, several other attendees posted notable take-aways on Twitter. Take a look at what experts, including Michael Kitces, Mitch Freeman, Bill Winterberg and Carolyn McClanahan, had to say at the bottom of this post.

Monday, Jan. 16
The full conference officially started today, featuring the profession’s many thought leaders who covered technical subjects, marketing, practice management, regulation and so much more. In addition to the conference sessions themselves, lunch, break-time and evening networking events offered many opportunities to learn from peers. And the vendor exhibit hall provided the opportunity to discover and discuss innovative solutions in a convivial setting. This year, again, the scope and depth of session topics made the overall conference relevant to both CPA tax specialists and CPA financial planners.

Monday morning started with a global economic view provided by CNBC's Ron Insana. He offered some great insights into his view of where the world stands financially and spoke very positively about good prospects in the U.S. for the coming year. Bob Keebler followed with a presentation on estate planning and the importance of decisions that need to be made before the end of 2012. Michael Goodman, chair of the conference, introduced Bob with a comment that listening to him is like trying to get a drink of water from a fire hose. We were drenched by the end of the session.

Breakout sessions were the course for the rest of the day with the toughest decisions being which great one are you going to attend in person and which are you going to listen to later on its recording. Topics for the breakout sessions included tactical allocation, IRA planning, client communication, practice management and much more. 

Tune in tomorrow for the final part covering day three!


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