Virtual Event

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Event Date Fri Dec 10 UTC (in 4 days)
In your timezone (EST): Fri Dec 10 3:00am - Fri Dec 10 11:30am
Location Virtual Event
Region All

The COVID-19 pandemic has significantly impacted wealth management on all levels. Clients are looking for direction and reassurance in their personal and professional financial planning.

This virtual, 8-hour virtual conference is designed to provide CPAs, certified financial planners and other experienced practitioners with the latest information, best practices and resources to guide clients down the strongest path to financial stability. Topics include:
• Current and future economic environment
• COVID-19 impact on financial planning
• Challenges facing retirement planning
• Tax strategies for a volatile economy
• Social Security and Medicare
• Financial issues related to complex divorce

• Hear about the macro-economic forecast for 2022
• Protect your assets from you future former spouse
• Explore the power of zero - proactive planning
• Gain insight into retirement and elder planning
• Understand financial planning considerations for selling your practice
• Hear about holistic financial planning


2021 Speakers

R. Christopher Jones
President and Chief Economist, Florida Economic Advisors, LLC

Theodore Sarenski
Chief Executive Officer and President, Blue Ocean Strategic Capital, LLC

Reina Schlager
Certified Public Accountant, Coopers & Lybrand

Ben Graybar
Director of Business Development, Gantt Financial Group

Brent Schutte
Chief Investment Strategist, Northwestern Mutual