Sunday, October 11

8:15 AM - 9:30 AM

2009 Federal Tax Update

John Kilroy, CPA, CFP®

2009 promises to be a year of change-and a significant part of that change may be reflected in modifications to our tax system. Take a look at the changes made to date and on the horizon. Then, explore the financial planning challenges and opportunities presented by the legislature, the courts and the IRS.
     Career Stage: All
     Competency: Technical Knowledge, Sales and Marketing, Critical Thinking
     CFP Topic List: Income Tax Planning, Retirement Planning, Estate Planning
     CFP Board CE credit: 1.5
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11:00 AM - 12:00 PM

Evaluating the Benefits of Roth Conversions

Michael E. Kitces, MSFS, CFP®, CLU,ChFC

With the coming opportunity for clients to complete Roth conversions in 2010 without any income limitations, planners must be able to properly evaluate whether a Roth conversion will actually enhance a client's wealth over time. Myths about various Roth conversion benefits are debunked and planners learn to distill a Roth conversion analysis into the few key factors that need to be considered. This vital session prepares planners to provide appropriate recommendations for clients.
     Career Stage: All
     Competency: Technical Knowledge, Critical Thinking
     CFP Topic List: Income Tax Planning, Retirement Planning, Estate Planning
     CFP Board CE credit: 1.0
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Monday, October 12

8:15 AM - 9:30 AM

The Role of The Advisor in Exit Planning for Their Business Owner Clients

John H. Brown, JD

Learn to attract, engage and permanently represent business-owner clients-particularly in exit planning, a timely subject for business owners in today's market conditions. Discover the role of the advisor in the exit-planning process along with advanced techniques. In addition, see how exit planning engagements can drive additional engagements for personal financial planning, insurance advisory, wealth management and investment advisory services. There is a shortage of trained advisors in this lucrative market that shows strong and growing demand.
     Career Stage: All
     Competency: Business and Practice Management, Technical Knowledge, Sales and Marketing
     CFP Topic List: General Principles of Financial Planning, Insurance Planning and Risk Management, Estate Planning
     CFP Board CE credit: 1.5
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10:00 AM - 11:45 AM

Estate Planning in the Financial Planning Process

Richard P. Rojeck, CFP®

Armed with the "six step" process, financial planners are uniquely positioned to assist clients in developing an estate plan that is reflective of their values, supportive of their goals and integrated into their overall financial plan. Explore the critical element of helping clients reconcile the often-competing objectives of reducing taxes by asset transfer, assuring their own financial security and fostering responsible and productive heirs.
     Career Stage: All
     Competency: Technical Knowledge, Communication Skills
     CFP Topic List: Insurance Planning and Risk Management, Estate Planning, Client Trust and Communication
     CFP Board CE credit: 2.0
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