AICPA Advanced Personal Financial Planning Conference
Transcript of AICPA Advanced Personal Financial Planning Conference
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8/14/2019 AICPA Advanced Personal Financial Planning Conference
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2010 AICPA Advanced PerJanu
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Date Time Min Track # Title First Name Last N
1/17/2010 8:00am-6:00pm Registration & Message Center Open
1/17/2010 9:00am-5:15pm 8.5 PM 100 Jimmy J. Williams
1/17/2010 9:00am - 12:00pm 180 PM 101 Jimmy J. Williams
1/17/2010 1:00pm - 5:15pm 255 PM 102 Jimmy J. Williams
1/17/2010 10:45am-12:00pm 1.5
1/17/2010 75 min S1 Anthony F. Vitiello, Es
1/17/2010 12:00pm-1:00pm Lunch Break
1/17/2010 1:00pm-5:15pm 5.0 Half-Day Workshops
1/17/2010 1:00pm-5:15pm WM 103 Robert Keebler
1/17/2010 1:00pm-5:15pm PPEC/R 104 Tax Efficient Rebalancing Sheryl L. Rowling
1/17/2010 1:00pm-3:00pm IM 105 Due Diligence: Manager Selection John Nersesian
1/17/2010 3:15pm-5:15pm IM 106 Measuring Performance Ken Robinson
1/17/2010 5:15pm-6:30pm 1.5 Town Hall Meeting - Current Issues Exchange Clark M. Blackman I
1/17/2010 6:30pm-7:30pm
ALL DAY: From Tax Advisor to Wealth ManagerPFP-Sponsored Workshop (see 101 and 102)
From Tax Advisor to Wealth Manager: The RoadBest Traveled (Part 1)
From Tax Advisor to Wealth Manager: The RoadBest Traveled (Part 2)
Complimentary Solutions Sessions - CPEprovided (select one)
Are You Prepared to Prepare the ComplexGift Tax Return?
Sophisticated Financial Engineering Ideas: RothConversions & Other IRS Strategies
PFP Wine Tasting & Networking Reception - PFP& PFS
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Date Time Min. TRACK # Title First Name Last Na
1/18/2010 7:00am-5:50pm Registration & Message Center Open
1/18/2010 7:00am-8:00am Continental Breakfast and Vendor Display
1/18/2010 8:00am-8:50am 50 Keynote Presentation
1/18/2010 8:00am-8:50am GEN 1 Dr. Kenneth R. French
1/18/2010 8:50am-9:20am Morning Refreshment Break & Vendor Display
1/18/2010 9:20am-11:00am 100 Concurrent Sessions (select one)
1/18/2010 9:20am-11:00am WM 2 Stacy Eastland
1/18/2010 9:20am-11:00am PM 3 David L. Solie
1/18/2010 11:00am-11:10am Change Break
1/18/2010 11:10am-12:40pm 90 Concurrent Sessions (select one)
1/18/2010 11:10am-12:40pm IM 4 Alternative Thinking about Investments Larry E. Swedroe
1/18/2010 11:10am-12:40pm WM 5 Roth Conversions in 2010 Robert Keebler
1/18/2010 11:10am-12:40pm PM 6 Joel P. Bruckenstei
1/18/2010 11:10am-12:40pm PPEC/R 7 Jim C. Otar
1/18/2010 12:40pm-1:40pm L1 Luncheon
1/18/2010 1:10pm-1:40pm 30 Luncheon Presentation
1/18/2010 1:10pm-1:40pm L1 Clark M. Blackman II
1/18/2010 1:50pm-3:20pm 90 Concurrent Sessions (select one)
Conference - DAY 1Monday, January 18, 2010
Equilibrium in the Financial Markets &Perspective on Financial Regulations
Some of the Best Estate PlanningIdeas For Your Clients in 2010 (ThatAlso Have the Merit of Playing HavocWith Certain "ConventionalWisdom"
Advisory Relationships in TurbulentTimes: New CommunicationStrategies
Financial Planning Faceoff: Spreadsheets vs.Financial Planning Software
Time Value of Fluctuations and DesigningLifelong Income for Clients
PFP & PFS Chairs Update & DistinguishedService Award
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1/18/2010 1:50pm-3:20pm IM 8 Fixed Income Harold Evensky
1/18/2010 1:50pm-3:20pm WM 9 All Your IRA Questions Answered Barry Picker
1/18/2010 1:50pm-3:20pm PM 10 Greg Friedman
1/18/2010 1:50pm-3:20pm PPEC/R 11 Michael E. Kitces
1/18/2010 3:20pm-3:50pm Afternoon Refreshment Break & Vendor Display
1/18/2010 3:50pm-5:20pm 90 Concurrent Sessions (select one)
1/18/2010 3:50pm-5:20pm IM 12 Harold Evensky
1/18/2010 3:50pm-5:20pm WM 13 Michael E. Kitces
1/18/2010 3:50pm-5:20pm PM 14 Keith S. Marks
1/18/2010 3:50pm-5:20pm PPEC/R 15 Dr. Edward A. Jacobson.
1/18/2010 5:30pm-6:30pm Networking Reception
450
Office Efficiency to the Max: StreamliningWorkflow to Elevate Client Service
Safe Withdrawal Rates: Mechanics, Uses andCaveats
The End of Modern Portfolio Theory? - Lessons
From the Financial Crisis
Individual Planning Opportunities of the RecentTax Acts
Regulatory Compliance forInvestment Advisers: As a New
Order Takes Shape
Harness the Power of Appreciative FinancialPlanning for Your Practice & Your Life
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Date Time Min. Track # Title First Name Last
1/19/2010 7:00am-6:30pm Registration & Message Center Open
1/19/2010 7:00am-8:00am Continental Breakfast and Vendor Display
1/19/2010 7:00am-7:50am 50 Breakfast Sessions
1/19/2010 7:00am-7:50am IM 201 David B. Loeper
1/19/2010 7:00am-7:50am WM 202 Charles L. Ratner
1/19/2010 7:00am-7:50am PM 203 Theodore J. Sarenski
1/19/2010 7:00am-7:50am PM 204 Liz Pulliam-W
1/19/2010 7:50am-8:10am Change Break
1/19/2010 8:10am-9:00am 50 Keynote Presentation
1/19/2010 8:10am-9:00am 16 Walker
1/19/2010 9:00am-9:30am Morning Refreshment Break & Vendor Display
1/19/2010 9:30am-11:00am 90 Concurrent Sessions (select one)
1/19/2010 9:30am-11:00am IM 17 David B. Loeper
1/19/2010 9:30am-11:00am WM 18 Stefan F. Tucker
1/19/2010 9:30am-11:00am PM 19 Bob Wagman
1/19/2010 9:30am-11:00am PM 19
1/19/2010 9:30am-11:00am PM 19
1/19/2010 9:30am-11:00am PM 19
Conference - DAY 2Tuesday, January 19, 2010
Measuring Temperature with a Ruler - TheDifference Between Managing Returns &Managing Wealth
Carrier Due Diligence in Insurance Selection:Checklist and Solutions for Clients
Using a Business Coach in your Practice -Getting the Most Out of Your People
Real World Media Experiences
Facing America's Fiscal SustainabilityChallenges
The HonorableDavid M.
Hunting for Black Swans - Comparing
Probability Outcomes of Capital MarketAssumptions to Historical Observations
Estate Planning in the New Tax Laws: What isComing?
Succession Planning Models - Mergers andAcquisitions Panel
Succession Planning Models - Mergers andAcquisitions Panel
Succession Planning Models - Mergers andAcquisitions Panel
Succession Planning Models - Mergers andAcquisitions Panel
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1/19/2010 9:30am-11:00am PPEC/R 20 Dr. Edward A. Jacobson
1/19/2010 11:00am-11:10am Change Break
1/19/2010 11:10am-12:40pm 90 Concurrent Sessions (select one)
1/19/2010 11:10am-12:40pm IM 21 Asset Allocation: Does It Still Work? Roger Gibson
1/19/2010 11:10am-12:40pm WM 22 Charles L. Ratner
1/19/2010 11:10am-12:40pm PM 23 Tracey L. Segarra
1/19/2010 11:10am-12:40pm PPEC/R 24 Reina Schlager
1/19/2010 12:40pm-1:30pm Luncheon
1/19/2010 1:30pm-2:15pm 45 Luncheon Presentation
1/19/2010 1:30pm-2:15pm L2 The Best Practices of CPA Wealth Advisors John Bowen
1/19/2010 2:25pm-4:05pm 100 Concurrent Evening Sessions (select one)
1/19/2010 2:25pm-4:05pm IM 25 Where Is the Real Estate Cycle Going? Glenn Mueller, P
1/19/2010 2:25pm-4:05pm WM 26 James A. Shambo
1/19/2010 2:25pm-4:05pm PM 27 Michael Goodman
1/19/2010 2:25pm-4:05pm PPEC/R 28 Elder Law Lawrence A. Frolik
1/19/2010 4:05pm-4:25pm Refreshment & Networking Break
1/19/2010 4:25pm-5:40pm 75 Keynote Presentation
4:25pm-5:40pm IM 29 PENDING SPEAKER
1/19/2010 5:40pm-6:40pm
Powerful Conversations with Clients, Colleagues& Yourself in Difficult Times
An Advisor's Guide to Life Insurance Products &Planning
Social Media Marketing - What Is It and WhyShould You Care?
Advanced Techniques for Utilizing LTCInsurance
The Great Debate - Annuity Guarantees and theRetirement Solution
Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility
Update on Regulatory Climate & How It Will
Impact Your Practice & Your Clients - InvestmentAdvisory Committee
Reception & Presentation: The CPA Planner &Financial Literacy: A Partnership for America'sWell Being
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Date Time Min. Track # Title First Name Last N
1/20/2010 7:00am-11:45am Registration & Message Center Open
1/20/2010 7:00am-8:00am
1/20/2010 7:00am-7:50am 50 Breakfast Sessions1/20/2010 7:00am-7:50am IM 301 Scott D. Welch
1/20/2010 7:00am-7:50am WM 302 Raoul B. Rodriguez-W
1/20/2010 7:00am-7:50am PM 303 Blaine Aiken
1/20/2010 7:00am-7:50am PPEC/R 304 Planning for End of Life Michael D Schulman
1/20/2010 7:50am-8:00am Change Break
1/20/2010 8:00am-9:00am 60 Keynote Presentation
1/20/2010 8:00am-9:00am 30 Economic Update & Market Insights Dr. David Kelly
1/20/2010 9:00am-9:10am Change Break
1/20/2010 9:10am-10:25pm 75 Concurrent Sessions (select one)
1/20/2010 9:10am-10:25pm IM 31 Revisiting the Future of Wealth Management Scott D. Welch
1/20/2010 9:10am-10:25pm WM 32 Jon J. Gallo
1/20/2010 9:10am-10:25pm PPEC/R 33 Mitchell Freedman
1/20/2010 10:25am - 10:40am Morning Refreshment Break
1/20/2010 10:40am - 11:55am 75
1/20/2010 10:40am - 11:55am IM 35 Leonard G. Armstrong
Conference - DAY 3Wednesday, January 20, 2010
Continental Breakfast and Vendor Display
The Hitchhikers Guide to Core/SatelliteInvesting
North & South of the Border: ChangingLandscape of World Financial Planning in theEra of the Globally Mobile Citizen
Fiduciary Responsibility Standards Update onRegulations
Becoming A Money Mentor For TheNext Generation
The Multi-Family Office - It's not only for theUltra Wealthy
A Roadmap Through the Minefields ofUncertainty: Investment Policy Impact onROI
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1/20/2010 10:40am - 11:55am WM 36 James A. Shambo
1/20/2010 10:40am - 11:55am PM 37 Mark
1/20/2010 10:40am - 11:55am PPEC/R 38 Savvy Social Security Planning for Boomers Elaine Floyd
1/20/2010 11:55am Main Conference Adjourns
260
1/20/2010 1:00pm-5:00pm 401 AICPA Media Team
Hedonic Pleasure Index Revisited - ConsumptionAfter the Crash
What do Young Planners Want? Panel -Emerging Leader
Tibergian(moderator)
Post-Conference Complimentary WorkshopLights, Camera, Action:
Making the Media Your Financial PlanningPartner
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Date Time Track # Title
1/17/2010
9:00am - 12:00pm PM 101
1/17/2010
1:00pm - 5:15pm 102
1/17/2010
1:00pm-5:15pm WM 103
1/17/2010 1:00pm-5:15pm PPEC/R 104 Tax Efficient Rebalancing
1/17/20101:00pm-3:00pm IM 105 Due Diligence: Manager & Custodian Selection
1/17/2010
3:15pm-5:15pm IM 106 Measuring Performance
1/17/2010
3:15pm-5:15pm IM 106 Measuring Performance
1/17/2010
3:15pm-5:15pm IM 106 Measuring Performance
1/18/2010
8:00am-8:50am 1
1/18/2010
9:20am-11:00am WM 2
1/18/2010
9:20am-11:00am PM 3
1/18/2010
11:10am-12:40pm IM 4 Alternative Thinking about Investments
1/18/2010
11:10am-12:40pm WM 5 Roth Converstions in 2010
1/18/2010
11:10am-12:40pm PM 6
1/18/2010
11:10am-12:40pm PPEC/R 7
1/18/20101:10pm-1:40pm L1
1/18/2010
1:50pm-3:20pm IM 8 Fixed Income
1/18/2010
1:50pm-3:20pm WM 9 All Your IRA Questions Answered
1/18/2010
1:50pm-3:20pm PM 10
From Tax Advisor to Wealth Manager: The RoadBest Traveled (Part 1)
From Tax Advisor to Wealth Manager: The RoadBest Traveled (Part 2)
Sophisticed Financial Engineering Ideas: Roth
Conversions & Other IRS Strategies
Equilibrium in Financial Markets & FinancialRegulations
Some of the Best Estate PlanningIdeas For Your Clients in 2010 (ThatAlso Have the Merit of Playing Havoc
"Communication with Clients After the EconomicMeltdown
Financial Planning Faceoff: Spreadsheets vs.Financial Planning Software
Time Value of Fluctuations and DesigningLifelong Income for Clients
PFP & PFS Chairs Update & DistinguishedService Award
Office Efficiency to the Max: StreamliningWorkflow to Elevate Client Service
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1/18/20101:50pm-3:20pm PM 10
1/18/2010
1:50pm-3:20pm PPEC/R 11
1/18/20103:50pm-5:20pm IM 12
1/18/2010
3:50pm-5:20pm WM 13
1/18/2010
3:50pm-5:20pm PM 14 Regulatory Compliance Issues
1/18/2010
3:50pm-5:20pm PPEC/R 15
1/19/2010
7:00am-7:50am IM 201
1/19/2010
7:00am-7:50am WM 202
1/19/2010
7:00am-7:50am PM 203
1/19/2010
7:00am-7:50am PM 203
1/19/2010
7:00am-7:50am PPEC/R 204
1/19/20108:10am-9:00am 16 How Behavior Affects Financial Outcomes
1/19/2010
9:30am-11:00am IM 17
1/19/2010
9:30am-11:00am WM 18
1/19/2010
9:30am-11:00am PM 19
1/19/2010
9:30am-11:00am PM 19
Office Efficiency to the Max: StreamliningWorkflow to Elevate Client Service
Safe Withdrawal Rates: Mechanics, Uses andCaveats
The End of Modern Portfolio Theory? - LessonsFrom the Financial Crisis
Cutting Edge Tax Planning Developments &Opportunities
Harness the Power of Appreciative FinancialPlanning for Your Practice & Your Life
Measuring Temperature with a Ruler - TheDifference Between Managing Returns &Managing Wealth
Carrier Due Diligence in Insurance Selection:Checklist and Solutions for Clients
Using a Business Coach in your Practice -Getting the Most Out of Your People
Using a Business Coach in your Practice -Getting the Most Out of Your People
Powerful Conversations with Clients, Colleagues& Yourself in Difficult Times
Hunting for Black Swans - ComparingProbability Outcomes of Capital MarketAssumptions to Historical Observations
Estate Planning in the New Tax Laws: What isComing?
Succession Planning Models - Mergers andAcquisitions Panel
Succession Planning Models - Mergers andAcquisitions Panel
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1/19/20109:30am-11:00am PM 19
1/19/2010
9:30am-11:00am PM 19
1/19/2010
9:30am-11:00am PPEC/R 20
1/19/2010
9:30am-11:00am PPEC/R 20
1/19/2010
11:10am-12:40pm IM 21 Asset Allocation: Does It Still Work?
1/19/2010
11:10am-12:40pm WM 22
1/19/2010
11:10am-12:40pm PM 23
1/19/2010
11:10am-12:40pm PPEC/R 24
1/19/2010 1:30pm-2:15pm L2 The Best Practices of CPA Wealth Advisors
1/19/2010
2:25pm-4:05pm IM 25
1/19/2010
2:25pm-4:05pm WM 26
1/19/2010
2:25pm-4:05pm WM 26
1/19/2010
2:25pm-4:05pm WM 26
1/19/2010
2:25pm-4:05pm PM 27
1/19/2010
2:25pm-4:05pm PM 27
1/19/2010
2:25pm-4:05pm PM 27
1/19/2010
2:25pm-4:05pm PM 27
1/19/2010
2:25pm-4:05pm PM 27
Succession Planning Models - Mergers andAcquisitions Panel
Succession Planning Models - Mergers andAcquisitions Panel
The Multi-Family Office - It's not only for theUltra Wealthy
The Multi-Family Office - It's not only for theUltra Wealthy
An Advisor's Guide to Life Insurance Products &Planning
Advanced Marketing Techniques: Make
Opportunity out of MayhemAdvanced Techniques for Utilizing LTCInsurance
A Roadmap Through the Minefields ofUncertainty: Investment Policy Impact onROI
The Great Debate - Fixed Immediate vs. Variablewith guaranteed living benefits
The Great Debate - Fixed Immediate vs. Variablewith guaranteed living benefits
The Great Debate - Fixed Immediate vs. Variablewith guaranteed living benefits
Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility
Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility
Current Practice Management Issues & Best
Practices in Serving Clients During the MarketVolatility
Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility
Current Practice Management Issues & BestPractices in Serving Clients During the MarketVolatility
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1/19/20102:25pm-4:05pm PPEC/R 28 Elder Law
1/19/2010
4:25pm-5:40pm IM 29
1/20/2010
7:00am-7:50am IM 301
1/20/2010
7:00am-7:50am WM 302
1/20/20107:00am-7:50am PM 303
1/20/2010
7:00am-7:50am PPEC/R 304 Planning for End of Life
1/20/2010
30 Economic Update & Market Insights
1/20/2010
9:10am-10:25pm IM 31 Revisiting the Future of Wealth Management
1/20/2010
9:10am-10:25pm WM 32 Silver Spoon Kids: Wealth Transfer to Heirs
1/20/2010
9:10am-10:25pm WM 32 Silver Spoon Kids: Wealth Transfer to Heirs
1/20/2010
9:10am-10:25pm PM 33 A Case Study in Communication with Clients
1/20/2010
9:10am-10:25pm PPEC/R 34
1/20/2010
10:40am - 11:55am IM 35 Where Is the Real Estate Cycle Going?
1/20/2010
10:40am - 11:55am WM 36 Hedonic Pleasure Index Revisited
1/20/2010
10:40am - 11:55am PM 37
1/20/2010
10:40am - 11:55am PM 37
1/20/201010:40am - 11:55am PM 37
1/20/201010:40am - 11:55am PM 37
Update on Regulatory Climate & How It WillImpact Your Practice & Your Clients - InvestmentAdvisory Committee
The Hitchhikers Guide to Core/SatelliteInvesting
North & South of the Border: ChangingLandscape of World Financial Planning in theEra of the Globally Mobile Citizen
Fiduciary Responsibility Standards Update onRegulations
Alternative Sources of Income forFunding the Costs of Long Term Care
What do Young Planners Want? Panel -Emerging Leader
What do Young Planners Want? Panel -Emerging Leader
What do Young Planners Want? Panel -Emerging Leader
What do Young Planners Want? Panel -Emerging Leader
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1/20/2010
10:40am - 11:55am PPEC/R 38 Savvy Social Security Planning for Boomers
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First Name Last Name Email Title/Organization Cte Mbr Conf.
Jimmy J. Williams Andrea Conf
Jimmy J. Williams Andrea Conf
Robert Keebler Andrea Conf
Sheryl Rowling Mitch Conf
IMCA IMCA In progress
Ken Robinson
Philip Lawton
Steven Horan
Ken French Dartmouth Glenn Conf
Stacy Eastland Dina Conf
David Solie Mitch Conf
Larry Swedroe Glenn Conf
Robert Keebler Andrea Conf
Joel P. Bruckenstein Virtual Office News Michael G Conf
Jim C. Otar Retirement Optimizer Martha Conf
Bob Jazwinski Dick Fohn Andrea Conf?
TBD Nuveen Investments Conf
Barry Picker Michael G Conf
Greg Friedman Michael G Conf
jimmy@jimmyjwilliams Jimmy J. Williams & Co.,P.C.
jimmy@jimmyjwilliams Jimmy J. Williams & Co.,P.C.
[email protected], MST, DEP,
Virchow, Krause &Company LLP
CFA, CPA, CIPM, Director,Global InvestmentPerformance Standards,CFA Institute
PhD, CFA, CIPM, Head,Certificate in InvestmentPerformance Measure,CFA Institute
PhD, CFA, Head,Professional EducationContent and PrivateWealth, CFA Institute
Kenneth.R.French@tu
[email protected], MST, DEP,Virchow, Krause &Company LLP
joel@joelbruckenstein.
IMCA -
Clark,David,Michael
[email protected] CPA/PFS, CFP, Picker,Weinberg & Auerbach,CPAs, P.C.
greg@friedmanassoci
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected] -
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Joanne Day Conf
Michael E. Kitces Larry
Harold Evensky Conf
Michael Kitces Larry
Keith Marks Glenn Conf
Ed Jacobson, Ph.D. Bob B Conf
David B. Loeper Conf
Andrea Conf
Ted Sarenski Lyle Conf
Thomas C. Walsh, Ph.D. Lyle Conf
Ed Jacobson, Ph.D. Bob B Conf
David B. Loeper Conf
Stefan Tucker Larry Conf
Bob Wagman Glenn Conf
David DeVoe Glenn Conf
[email protected] MSFS, MTAX, CLU,ChFC, RHU, REBC,CASL, CFP Publisher,The Kitces Report &Director of Research,
Pinnacle Advisors Group
Conf -$1,500 feefor 2sessions
[email protected] MSFS, MTAX, CLU,ChFC, RHU, REBC,CASL, CFP Publisher,The Kitces Report &Director of Research,Pinnacle Advisors Group
Conf -$1,500 feefor 2sessions
kmarks@ascendantco
edjacobson1@sbcglobAuthor ofAppreciativeMoments
CIMA, CIMC, CEO ofFinanceware Inc., DBAWealthcare CapitalManagement
IMCA -Clark,David,Michael
LeeCharles
Slavutin - move? orRatner
[email protected] CLU, MD, Stern Slavutin2, Inc.
[email protected] CPA/PFS, CFP,Dermody Burke & Brown
[email protected] President, GrenellConsulting Group
edjacobson1@sbcglobAuthor ofAppreciativeMoments
JasonDavid
Zweig - NOWalker
CIMA, CIMC, CEO ofFinanceware Inc., DBAWealthcare CapitalManagement
IMCA -Clark,David,Michael
[email protected], Venable, LLP(switch with Ratnertiming)
David.DeVoe@Schwa
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected] -
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Rudy Adolf Glenn Conf
Mark Tibergian (moderator) Glenn Conf
Andrew Blackman Mitch Conf
Mitchell Freedman, CPA/PFS Mitch Conf
Roger Gibson Michael Conf
Charles L. Ratner Ernst & Young LLP Dina Conf
Tracey Segarra Marketing Director Mitch Conf
Reina Schlager, CPA Mitch Conf
John Bowen Michael G.
Leonard G. Armstrong Conf
James Shambo Lyle Conf
Mark W. McGorry Michael G Conf
Laurence M. Braunstein Michael G Conf
Michael Goodman Lyle Conf
Beth Gamel Lyle Conf
Scott Sprinkle Lyle Conf
Bill Morgan, CPA, PFS Glenn Conf
Lyle Benson (Moderator)
mtibergien@pershing. Managing Director,Pershing AdvisorSolutions, LLC
Blackman,CPA/PF
S
ABlackman@SHAPIR
OLOBEL.commitchpfs@mfac-bizmgtCPA/PFS, AIF MFAC
Financial Advisors, Inc.and Mitchell FreedmanAccountancyCorporation
roger.g@gibsoncapitalCFA, CFP GibsonCapital Management,Ltd.
CIMA, Private Banking& Investment Group,Merrill Lynch
IMCA-Clark,David,Michael
[email protected] CPA, PFS, LifetimePlanning Concepts, P.C.
MMcGorry@wealthparJD, CFP, CPC, CLU,AEP, Managing Director,Wealth Partners LLC
lbraunstein@lmbadvis JD, RFC, CRC, CMFC,CCPS, LMB Group, Inc.
mgoodman@wealthstrCPA, CFP, PFSWealthstream Advisors,Inc
bcgamel@pillarfinanci CPA/PFS Pillar FinancialAdvisors, Inc.
Scott@sprinklefinanci
al.com
CPA/PFS, Managing
Member, SprinkleFinancial Consultants,LLC
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected] -
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Lawrence A. Frolik Bob B Conf
Scott D. Welch
Raoul Rodriguez-Walters Martha Conf
Blaine Aiken [email protected] Clark Conf
Michael David Schulman Conf
Dr. David Kelly David Conf
Scott D. Welch
Jon Gallo Mitch Conf
Eileen Gallo Mitch Conf
David Solie Mitch Conf
Reina Schlager, CPA Mitch Conf
Glenn Mueller, PhD Conf
James Shambo Conf
Mark Lyle Conf
Nikki Michelini, CPA Glenn Conf
John Corn, CPA, PFS Glenn Conf
Michael Tate CPA Glenn Conf
[email protected] Heckerling Speaker - orBarbara Bergstein
Louis Aguilar, newSEC Commission,Investor AdvisoryCommittee - PeterKravitz is pursuing
Terry Odean orother?
Clark -IMCAspot?
MBA, CIMA, SeniorManaging Director,Fortigent, LLC
IMCA -Clark,David,Michael
Conf -$1,500 feefor 2sessions
[email protected] CFP, Managing Partner,Mexico Advisor
michael@schulmancp CPA/PFS, SchulmanCPA
Sandra -email
amanda.r.maurer@jpm CFA, Managing Director,
Chief Market Strategist,JP Morgan Funds
MBA, CIMA, SeniorManaging Director,Fortigent, LLC
IMCA -Clark,David,Michael
Conf -$1,500 feefor 2sessions
jgallo@greenbergglus authors of Silver SpoonKids (Gallos)
egallo@galloconsultin authors of Silver SpoonKids (Gallos)
gmueller@dividendcapReal Estate InvestmentStrategist, DividendCapital & University ofDenver
IMCA -Clark,David,Michael
[email protected] CPA, PFS, LifetimePlanning Concepts, P.C.
Michael Gand Lyle
Tibergian(moderator)
mtibergien@pershing. Managing Director,Pershing Advisor
Solutions, LLC
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected] -
8/14/2019 AICPA Advanced Personal Financial Planning Conference
18/23
Elaine Floyd Horse's Mouth Martha ConfElaine.Floyd@horses
mailto:[email protected]:[email protected] -
8/14/2019 AICPA Advanced Personal Financial Planning Conference
19/23
City/State Phone
McAlester, OK
McAlester, OK
920-490-5626
920-490-5626
Miramar, FL 954-885-1900
905-889-7170
Brooklyn, NY 718-336-8842
415-493-5900
Green Bay,
WI
Green Bay,WI
Thornhill,Ontario,Canada
-
8/14/2019 AICPA Advanced Personal Financial Planning Conference
20/23
Columbia, MD 410-995-6630
Columbia, MD 410-995-6630
Madison, WI 608-274-9004
New York, NY 212.536.6062
Syracuse, NY 315-471-9171
Liverpool, NY
Madison, WI 608-274-9004
202-344-4000
315-451-9293 315-243-2647
Washington,DC
-
8/14/2019 AICPA Advanced Personal Financial Planning Conference
21/23
201-413-2231
Wexford, PA 724-934-3200
Cleveland, OH 216-583-8122
719-638-3505
New York, NY 212-689-6700
New York, NY 212-689-5700
New York, NY 212-971-9241
Waltham, MA 781-693-0112
Littleton, CO 303-297-2185
PA
Jersey City,NJ
ShermanOaks, CA
818-905-0321
ColoradoSprings, CO
-
8/14/2019 AICPA Advanced Personal Financial Planning Conference
22/23
Rockville, MD
Portland, OR 503-853-0510
New York, NY
Rockville, MD
Denver, CO
719-638-3505
201-413-2231
Central Valley,NY
212-648-2448
Amanda
303-953-3872 (303) 550-
1781
ColoradoSprings, CO
Jersey City,NJ
Sacramento,CA
-
8/14/2019 AICPA Advanced Personal Financial Planning Conference
23/23