2018 course descriptions
Tuesday, April 24, 2018
9:15 a.m. –10:15 a.m.
How Advisors Can Thrive by Embracing Fintech and Goals-Based Investing
Bill Martin, CFA
- How clients and prospects perceive advisors.
- What obstacles keep us from achieving higher business growth and deeper client relationships?
- What goals-based investing looks like in action.
- How we can leverage technology to increase client engagement?
- Show the benefits and results of adopting goals-based investing and fintech within an advisory practice.
10:35 a.m. –11:35 a.m.
Industry Changes and Things to Think About
Brian Leitner, CFP®, ChFC, MST
The industry is experiencing a significant amount of change and it’s likely to continue. Are you prepared? What are you doing to stay relevant? This session will help you identify the changes and provide suggestions to take advantage of these changes.
- Identify changes in the industry
- Learn about ways in which you can capitalize on these changes
- Re-evaluate the conversation you have with clients and the value you can provide
1:00 p.m. – 2:00 p.m.
Trends in Insurance and Securities Planning
Ken Selzer, CPA
Kansas Insurance Commissioner Ken Selzer, along with Shannon Santschi, Director of Investor Education, will discuss the role of the Kansas Insurance Department in state government, as well as trends and current legislation in insurance and securities and how it relates to the personal financial planning field.
- Understand the Role of the Kansas Insurance Department in state government.
- Understand the current trends in insurance and securities regulation.
- Understand current and recent legislation in insurance and securities and how it affects financial planning.
2:20 p.m. –3:20 p. m.
Charitable Estate Planning: Tax Reform and Smart Charitable Strategies for your Clients
This session will cover and help define how a client becomes interested in working with legal and financial professionals in order to establish a legacy through a charitable organization. There will be discussion on the importance of partnership with their professional advisor(s), the client, and their charitable interest. There will be a review on a wide variety of financial and estate planning options available to advisors through the use of charitable techniques including, Charitable Gift Annuities, Charitable Remainder Uni-Trusts, Retained Life Estates, etc. The discussion will include profiles from the basic to the more advanced client, and how they “find” charitable giving through the guidance of their financial advisor(s). It will feature specific strategies and techniques used in charitable giving through case studies: the Good, Bad, and Ugly, and review the importance of partnership between the three entities involved: the client, financial advisor and charity.
3:30 p.m. –5:00 p.m.
Spending in Retirement
Retirement spending decisions are complex. Evidence suggests that in the presence of uncertain longevity, medical costs, and asset returns retirees are hesitant to spend from their accumulated savings. Planners must manage these factors to develop retirement income plans that produce both efficient and sustainable income and encourage retirees to spend at optimal levels. This presentation addresses the intersection between the current economic environment and the psychology of retirees to provide application based insights into the ever evolving world of retirement income planning.
- To present empirical evidence on individual-level retirement spending rates
- To provide context for the risk reward tradeoffs in retirement
- To demonstrate the behavioral elements that influence the evaluation of risk and reward in retirement
- To provide practical insights into the development of retirement income plans given the insights outlined above
Wednesday, April 25, 2018
8:15 a.m. – 9:15 a.m.
Helping Families Plan for Higher Education Expenses & Understand Student Loans
Jodi Kaus, JD, CTFA
Paying for college is one of the largest investments families make and can be a complicated endeavor. Learn strategies to help families plan for higher education expenses. Also learn the variety of student loan repayment and loan forgiveness options available to families to help reduce their financial stress and set you apart from other advisors who lack this important and timely training.
- Participants will learn strategies families can use for saving and paying for college.
- Participants will learn the current federal student loan repayment plan options and loan forgiveness programs.
- Participants will understand the pros and cons of consolidating student loans versus refinancing student loans.
9:30 a.m. – 10:30 a.m.
Estate Planning following the Tax Cuts and Jobs Act
The session is intended to provide a brief overview of basic estate planning tenets, a review of prior estate planning strategies and to provide planners with a client-oriented approach to discuss the changes made by the passage of the TCJA.
- Review basic estate planning principles;
- Review federal tax code's relationship to estate planning prior to Tax Cuts and Jobs Act;
- Review changes to tax code following enactment of Tax Cuts and Jobs Act;
- Provide guidance regarding new strategies in estate planning following the enactment of the Tax Cuts and Jobs Act
- Provide planners with client-oriented review checklist for estate planning purposes.
10:30 a.m. -11:30 a.m.
Love & Money
Sonya Britt-Lutter, CFP®, Ph.D.
This session will address the multidimensional nature of money. It’s easy to focus on the practical aspects of money, while the emotional and behavioral pieces are more difficult to convey to clients and modify behavior. The impact of money on couple communication will be discussed as well as the implications of various relationship formations. Implications for encouraging behavioral modification will be provided.
- Understand the multi-dimension element of money.
- Explore and examine the power of perception with couples' money relationships.
- Understand the financial implications of relationships.
12:30 p.m. -2:30 p.m.
CFP® Ethics – The New Horizon
Linda Y. Leitz, PhD, CFP®, EA
This two hour session will satisfy the CFP® Ethics requirement. Using hypothetical examples and group discussion, the current as well as the revised ethics taking effect in 2019 will be discussed in their practical application. A comparison of current and upcoming standards will be covered.
- Review current CFP® ethics with emphasis on practitioner application, applying the standards to client situations.
- Understanding of the changes in current CFP® practice standards and those that will be in effect in 2019
- Understanding of the general purpose and application of CFP® ethics requirements and the implications for consumers and practitioners