The speaker lineup includes:
Bill Reichenstein - The Social Security Question – Best Strategies for Taking Benefits- What questions to ask and what factors to consider to optimize social security benefits
Nicole Gurley – Long Term Care Expense Planning – The Next American Economic Crisis - This course will increase awareness of the importance of long-term care expense planning and cover current statistics, trends in product design and funding solutions. Advisors will learn how to incorporate long-term care expense planning into the scope of engagement and will include a review of recent IRS rulings and other Federal legislation.
Emily Kile - Legal Issues and the Aging Client—How to Protect Them and Your Practice! This session will focus on how to communicate with a client who may be having difficulty in appropriately and fully understanding your advice and financial information. Often, clients may have executed a power of attorney or placed assets in a trust. As an advisor, you need to understand
who you can communicate with and how to protect yourself and your client.
Maribeth Gallagher - Working with Clients Affected by Dementia and Alzheimer’s - The graying of American baby boomers will lead to an unprecedented number of persons with Alzheimer’s disease and related dementias. This session will focus on helping the financial planner understand and recognize the changes that accompany cognitive impairment in the older adult by providing tips and resources to help guide cognitively impaired older adults and their families in managing
and protecting their financial affairs.
David Lawrence - When Technology and Ethics Collide - Satisfy your 2 hour CFP Ethics
requirement while learning how to properly utilize technology in your business for greater efficiency and profitability.
Attendees of the all day program will receive up to seven hours of CFP® Continuing Education Credits. Both CFP® and Arizona Insurance Continuing Education credits have been applied for.
The FPA Phoenix is a chapter of the Financial Planning Association. FPA members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.