MYCPE ONE

Financial Planning 2026: Estate, Crypto & Wealth Strategy Symposium

258

Interested

People have shown interest recently

Get Started Today

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.

Subscribe to Access

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 2 Finance
CPA (US) 2 Taxes
EA 2 Federal tax-related matters
AFSP 2 Federal tax-related matters
CFP (US) 1 General Principles of Financial Planning
CFP (US) 1 Retirement Savings and Income Planning
CFP (US) 2 Tax Planning
CRTP 2 Federal tax-related matters
CPA/PFS 2 All
CPA/PFS 2 Taxes
CFA 2 Finance
CFA 2 Taxes
ORTP 2 Federal tax-related matters
ChFC 2 Finance
ChFC 2 Taxes
Maryland Tax Preparer 2 Federal tax-related matters
DE LPA 2 Finance
DE LPA 2 Taxes
TEP 3 All
CWS 2 Financial Planning
CWS 2 Taxes
LTC 2 Federal tax-related matters
RICP 2 Finance
RICP 2 Taxes
CFIRS 2 Financial Planning
CFIRS 2 Taxes
CLU 2 Financial Planning
CLU 2 Taxes
CPFA/QPFC 1 Financial Planning
CPFA/QPFC 2 All
FSCP 2 Finance
FSCP 2 Taxes
WMCP 2 Finance
WMCP 2 Taxes
CASL 2 Finance
CASL 2 Taxes
IA LPA 2 Finance
IA LPA 2 Taxes
CIPM 2 Finance
CIPM 2 Taxes
ME LPA 2 Finance
ME LPA 2 Taxes
CAP 2 Finance
ChSNC 2 Finance
ChSNC 2 Taxes

Sessions

Jul 23rd, 2026

Speakers:
Speaker Name
Eric Mangold

Founder
Argosy Wealth Management, LLC

  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating

High-net-worth families are redefining expectations around wealth management, trust administration, communication, and long-term stewardship. As client needs evolve, wealth managers, advisors, accounting professionals, and technology specialists must adapt their approaches to deliver more personalized, transparent, and technology-enabled services.

This session explores how trust and wealth management professionals are responding to changing expectations among high-net-worth families. Participants will examine emerging trends in wealth stewardship, evolving client service models, and the growing role of technology in supporting family wealth management. 

Major Topics

  • Modern Wealth Stewardship
  • High-Net-Worth Family Expectations
  • Trust and Wealth Management Trends
  • Technology in Wealth Management
  • Client Engagement Strategies
  • Personalized Service Models
  • Emerging Wealth Management Tools
  • Operational Efficiency and Innovation
  • Long-Term Relationship Management
  • Future Trends in Wealth Advisory Services

Attendees will gain a better understanding of the opportunities and challenges facing trust and wealth management professionals. The session provides actionable ideas for adapting services, leveraging emerging tools, and supporting long-term client relationships in an increasingly dynamic wealth management environment.

For more Finance-related courses, Click Here. 

Learning Objectives

  • Identify evolving expectations of high-net-worth families in wealth management relationships.
  • Recognize emerging trends influencing trust and wealth management practices.
  • Evaluate the role of technology in supporting modern wealth stewardship.
  • Analyze strategies for improving client engagement and service delivery.
  • Apply practical approaches for adapting wealth management services to changing client needs.

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
  • rating
  • rating
  • rating
  • rating
  • rating

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

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Richard Peck

Founder
Richard C. Peck Consulting, LLC

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Estate planning for large estates requires sophisticated strategies that address wealth preservation, tax efficiency, asset protection, and multi-generational wealth transfer. As estate and gift tax exemptions evolve, high-net-worth individuals and their advisors must evaluate advanced planning techniques that can help reduce transfer taxes, preserve basis adjustments, and achieve long-term family and charitable objectives.

This session explores advanced estate planning mechanisms commonly used for large estates, including Family Limited Partnerships (FLPs), Dynasty Trusts, Spousal Lifetime Access Trusts (SLATs), Charitable Remainder Unitrusts (CRUTs), Charitable Remainder Annuity Trusts (CRATs), gift sale transactions, and non-grantor trust strategies. Participants will examine wealth transfer planning techniques, charitable giving structures, asset protection considerations, income tax basis planning, and strategies for managing federal and state tax exposure.

Major Topics

  • Family Limited Partnerships (FLPs)
  • Dynasty Trust Planning
  • Spousal Lifetime Access Trusts (SLATs)
  • Charitable Remainder Trusts (CRUTs and CRATs)
  • Gift Sale and Wealth Transfer Strategies
  • Non-Grantor Trust Planning
  • Asset Protection Techniques
  • Income Tax Basis Planning
  • Estate and Gift Tax Optimization
  • Federal and State Estate Tax Considerations

Through practical examples and planning discussions, attendees will gain valuable insight into structuring advanced estate plans that support wealth preservation, family succession goals, and charitable objectives. The session provides guidance on evaluating planning opportunities while addressing tax efficiency, fiduciary considerations, and long-term estate administration concerns.

Learning Objectives

  • Identify advanced estate planning strategies used for large estates.
  • Analyze the role of trusts, partnerships, and charitable vehicles in wealth transfer planning.
  • Evaluate estate and gift tax considerations affecting high-net-worth individuals and families.
  • Recognize planning opportunities related to asset protection and income tax basis management.
  • Assess strategies designed to preserve wealth and support long-term estate planning objectives.

Other Details

Subject Area

Taxes

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Estate and trust planning continues to evolve as legislative changes reshape wealth transfer strategies and long-term planning considerations. The One Big Beautiful Act introduced significant changes to estate and gift tax exemptions, creating new opportunities and challenges for individuals, families, fiduciaries, and advisors involved in estate planning.

This session examines the estate and trust planning implications arising from the increased estate and gift tax exemption under OBBBA. Participants will explore strategies for reviewing and updating wills, trusts, and gifting plans in light of changing wealth transfer opportunities and future uncertainty. The session also discusses the roles and responsibilities of fiduciaries, beneficiaries, and other parties involved in estate and trust arrangements.

Major Topics

  • Estate and Gift Tax Exemption Changes Under OBBBA
  • Estate Planning Opportunities and Risks
  • Trust Review and Planning Considerations
  • Gifting Strategies and Wealth Transfer Planning
  • Beneficiary Planning and Future Uncertainty
  • Fiduciary Roles and Responsibilities
  • Estate Administration Considerations
  • Will and Trust Updates
  • Family Wealth Preservation Strategies
  • Estate and Trust Planning Best Practices

As estate planning decisions often involve balancing current opportunities with future uncertainties, attendees will gain valuable insight into evaluating existing planning structures and identifying strategies that align with evolving client needs. The session provides practical guidance for navigating estate and trust planning considerations while supporting effective wealth transfer and fiduciary oversight.

For more Trust & Estate-related courses, Click Here.

Learning Objectives

  • Identify estate and gift tax planning opportunities resulting from OBBBA changes.
  • Recognize factors that may require updates to wills, trusts, and gifting strategies.
  • Explain the roles and responsibilities of fiduciaries within estate and trust arrangements.
  • Analyze planning considerations for beneficiaries expected to receive future inheritances.
  • Evaluate estate and trust planning strategies designed to address changing tax and wealth transfer objectives.

Other Details

Subject Area

Taxes

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

View More
Warren Bergstein
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

Jul 23rd, 2026

View More
Richard Peck
Richard Peck

Founder
Richard C. Peck Consulting, LLC

Jul 23rd, 2026

View More
Eric Mangold
Eric Mangold

Founder
Argosy Wealth Management, LLC

Jul 23rd, 2026

View More

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