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The Financial Planning Association of Orange County prides itself on hosting some of the world's top speakers in the industry. Our quarterly programming will elevate your financial planning know-how and help you be the best planner you can be. Expand your professional network and enjoy the camaraderie of friends and peers. Don’t miss our latest video. Check it out here!
Doors Open and Breakfast: 7:30am
Welcome & Pledge: 8:00am
8:05am: Session 1: Guide to the Markets: Investing in a normalizing economy, Presented By: Gabriella Santos, Managing Director, Chief Market Strategist, JP Morgan Chase
Each year, the volume of economic and market noise seems to increase, leading to many questions. Will there be a recession? Will inflation stay high? Why take risk when cash rates are so high? Will geopolitical uncertainty impact returns? Will active management move the needle for returns? Will the U.S. Presidential election impact the investment landscape? Using the Guide to the Markets, learn how to address these pressing questions and more while better understanding the key trends that are shaping global economies and capital markets. Cut through noise with our Guide to the Markets, a tool that can help have more informed, clear and impactful client conversations.
9:03: Session 2: Principles of Tax Planning for Financial Advisors, Presented By:
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA. KITCES
Financial Advisors serve clients with a diverse array of backgrounds, financial resources, goals, and objectives. But while no two clients are the same, nearly all clients share the common goal of “paying the least amount of tax possible.” It should come as no surprise then, that clients of all income and asset levels are increasingly seeking “tax planning” guidance from their Financial Advisors. Many advisors, though, have been reticent to engage in tax planning, either because they lack the knowledge to be able to competently do so, fear “stepping on the toes” of a client’s CPA or other tax professionals, or out of concern about running afoul of rules that prevent them from giving tax advice. This session seeks to address those concerns.
9:55am: Break
10:20am: Partner Roundtable
10:35am: Presidents Message, Eric Kimbro, CFP
10:40am: Gold Partner Presentation with Altruist
10:50am: Session 3: Equity Compensation and Tax Planning for the Modern Worker,
Presented By: Samuel Deane, President and Financial Advisor, Deane Wealth Management
This presentation will cover the fundamentals and planning opportunities for various types of equity compensation, including stock options, restricted stock units, and employee stock purchase plans. The session will dive into key characteristics of each equity type, planning opportunities, real-world scenarios and case studies, as well as tools and workflows to operationalize equity comp planning into your advisory practice.
11:45pm: Chapter Announcements & Scholarship Awardee Presentation
12:00pm: Lunch
1:00pm: Gold Sponsor Presentation with CNL
1:15pm: Session 4: Tax Deferred Exchanges Overview, Presented by:
Ben Garate, HINES
Section 721 of the Internal Revenue Code allows real estate owners to convert, on a tax-deferred basis, their physical property into an interest in the operating partnership of a REIT through an Umbrella Partnership Real Estate Investment Trust (“UPREIT”) structure. The 721 exchange is an alternative solution to a traditional 1031 exchange. This presentation will review 721 Exchanges.
2:10pm: Break
2:25pm: Session 5: What's Your Plan: The Fundamentals of LTC Planning, Presented by: Matthew Anderson, Vice President of LTCi & Medicare, CPS Insurance Services
Our discussion will touch on the basics:
• What is Long Term Care?
• What’s the cost of care today – and what might the cost look like in the future?
• What are the four fundamental ways to address Long Term Care planning and what scenarios do they each make sense?
After an overview of the basics, the discussion will move toward more advanced concepts like:
• What do the industry facts and figures say about the real cost of care?
• What is your personal philosophy about LTC planning?
• Does your philosophy pair well with the claim data?
• Based on your philosophy, what’s the best way to protect clients from the cost of an extended health care event?
Finally, we will look at what progress the State of California has made with developing its own state funded plan. What that legislation would mean for employees, the self-employed, and most importantly your clients
3:20pm: Closing Remarks & Raffles
3:30pm: Happy Hour on Elks Patio! Join us for networking!
Join us for this great day of education and networking!
- Learn and share best practices to achieve greater business success.
- Build your professional competency in practice of financial planning.
- Hear from some of the profession's most preeminent thought leaders.
- Learn about the latest tools and services from top companies that can help your business and clients.
- Connect with professionals of all demographics and professional backgrounds.
Be with your friends and colleagues!