Round Table on Zoom

July 16, 2020
12:00 PM - 3:00 PM
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Zoom Conference


Summer Roundtable: July 16, 2020

Mini BE; Earn 3 Hours of CFP CE credit

12:00 – 3:00 pm

Register Here

Programs from the 2019 FPA Annual Conference

Join us on Thursday, July 16 to view recordings from the 2019 FPA Annual Conference. You’ll gain valuable insights and practice management strategies, learn about trends and predictions on prominent industry topics and earn continuing education credit.

Sessions to Include:

  • The New Era of Wellth Management presented by Robert Laura, CPRC, AAMS, CMFC, CRPC, CKA

It's not a typo! The New Era Of Wellth Management an empowering way to integrate the more personal and emotional side of retirement planning with the traditional dollars and cents. In its current form, retirement planning is fatally flawed and can serve as the primary reasons why people fail in making the transition from work-life to home life. However, armed with the latest social science, research, and real-life applications, financial professionals can use the concept of Wellth Management as a meaningful way to deeper client relationships while improving retirement satisfaction and outcomes.

Learning Objectives:

    • Discuss the non-financial aspects of retirement that include mental, social, and physical factors of life in retirement in a way that allows clients to be better prepared for both the financial and personal aspects by using the latest social science and empirical evidence
    • Identify non-financial issues and challenges that clients face in their retirement decision making while providing fresh ideas and opportunities to address them
    • Use non-financial topics and conversations to deepen their existing client relationships, become more referable, and grow their business.


  • Estate Planning for Short Life Expectancys presented by Gary Altman, CFP®, JD, LLM(Tax)

What do you do when a client tells you that they are likely to die within the next 90 days?. What estate planning tools and documents should be recommended. How can you motivate a client to act. In this session, learn how financial planners can help clients and families through this difficult time by identifying needed estate planning tools and documents, knowing what income and estate tax issues and strategies to use, and selecting and appointing the appropriate person to make the important decisions.

Learning Objectives:

  • Recommend estate planning documents and tools needed when a client is terminally ill with shortened life expectancy
  • Develop income and estate tax strategies for terminally ill client
  • Develop estate plan that meet client's objectives and that will not be subject to challenge


  • Optimizing Social Security Benefits is Still Complicated presented by William Reichenstein, PhD, CFA

After discussing Social Security rule changes in November 2015, William Reichenstein presents 10 reasons why it is still complicated to determine when clients should claim their benefits. There are now two sets of rules depending upon date of birth and with the SSA's use of strange dating features, many new retirees have different full retirement ages for retirement and spousal benefits than for survivor benefits. Learn about clients options to redo a prior claiming decision and other complications around claiming strategies for widow(er)s younger than 70, for earnings tests, children’s benefits, divorced benefits, disability benefits, and especially pensions from work not covered by Social Security.

Learning Objectives:

  • Describe recent rule changes and strategies related to Social Security changes specifically new rules around date of birth.
  • Explain the rules affecting and claiming strategies related to earnings tests, children’s benefits, divorced benefits, disability benefits, and survivor benefits.
  • Define how the WEP and GPO affect benefits for clients that receive a pension from a job not covered by Social Security and their spouses.


Register Here