MYCPE ONE

Financial Planning 2026: Estate, Crypto & Wealth Strategy Symposium

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Conference Overview

The Financial Planning Virtual Symposium 2026 is designed to help professionals adapt to the rapidly evolving landscape of wealth management and estate planning. The program focuses on modern wealth stewardship, highlighting how traditional financial planning approaches are being reshaped by new asset classes, regulatory expectations, and client demands. Participants will gain practical insights into integrating innovative tools and strategies within their firms to enhance advisory capabilities.

A key area of focus is the growing role of digital assets such as cryptocurrency in estate planning. The sessions will explore methods to securely document ownership, manage custody risks, and ensure smooth transfer of these assets to heirs. In addition, attendees will examine how alternative assets like art and collectibles are becoming an important part of legacy planning, along with considerations related to valuation, preservation, and long-term wealth transfer.

The symposium also provides a deep dive into trusts, wills, and advanced estate planning strategies for large and complex estates. Participants will learn how to structure effective estate plans, navigate legal considerations, and deliver better outcomes for clients. By combining traditional planning principles with modern financial realities, this event equips professionals with actionable knowledge to strengthen their financial planning and advisory services.

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Sessions

Jul 23rd, 2026

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Learning Objectives

Coming soon

Other Details

Subject Area

Finance

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Drew Stevens

CEO and Leadership Change Expert
Stevens Performance

  • 4.6
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The years immediately before and after retirement represent one of the most financially sensitive and impactful periods in an individual’s life. Decisions made during this “Retirement Red Zone” can significantly affect long-term retirement income, portfolio sustainability, tax exposure, healthcare costs, and overall financial security. Market volatility, sequence-of-returns risk, withdrawal timing, and healthcare planning all become increasingly important during this transition period.

This session explores practical retirement planning strategies designed to help financial professionals guide clients through the critical years surrounding retirement. Participants will examine sequence-of-returns risk, retirement income planning, Social Security timing considerations, tax-efficient withdrawal strategies, Medicare planning, healthcare cost management, and portfolio sustainability approaches. 

Major Topics

  • The Retirement Red Zone and retirement transition planning
  • Sequence-of-returns risk and market volatility considerations
  • Retirement income and withdrawal strategies
  • Social Security timing and retirement planning
  • Tax-efficient retirement distribution strategies
  • Medicare, healthcare planning, and portfolio sustainability

Attendees will gain valuable insight into helping clients manage financial risks during retirement transitions, improve retirement income sustainability, and make more informed decisions related to taxes, healthcare, Social Security, and long-term portfolio management.

For more Finance-related courses, Click Here.

Learning Objectives

  • Identify financial risks associated with the Retirement Red Zone.
  • Recognize retirement income and withdrawal strategies that support portfolio sustainability.
  • Explain the impact of market volatility and sequence-of-returns risk on retirement planning.
  • Analyze Social Security, Medicare, and healthcare planning considerations during retirement transitions.
  • Evaluate tax-efficient strategies designed to improve long-term retirement outcomes.

Other Details

Subject Area

Finance

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Earn Your Accounting CPE Credits with Drew Stevens
Drew Stevens

CEO and Leadership Change Expert
Stevens Performance

Jul 23rd, 2026

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Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com