MYCPE ONE

Future of Personal Finance 2024: Empowering Individuals with Financial Strategies for a Secure Future

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Conference Overview

In the dynamic landscape of professional life, managing personal finances effectively is paramount for achieving financial stability, security, and long-term success. 

As Warren Buffett once said, 'The best investment you can make is in yourself.' Are you ready to embark on a journey of financial enlightenment? How will you shape your tomorrow? Join us as we delve into innovative strategies, unearth hidden potentials, and pave the way for a more secure and prosperous future.

In this CPE Virtual Event, we'll explore essential personal finance tips tailored for financial advisors, planners, and individuals seeking to enhance their financial management skills. Building on the success of last year's event, this conference will delve into innovative strategies, tools, and insights to help individuals navigate the complexities of personal finance in today's dynamic economic landscape. Expert speakers will cover topics such as investment planning, retirement savings, debt management, and financial wellness. 

Secure your spot now and gain access to insights and strategies for financial success in 2025 and beyond. Empower yourself with the knowledge to shape a prosperous future. Don't miss out!

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 3 Finance
CPA (US) 1 All
Accountant/Bookkeeper/Tax Professionals 4 Finance
CPA in Canada 1 Finance
CFP (US) 2 General Principles of Financial Planning
CFP (US) 1 Investment Planning
CFP (US) 1 Estate Planning
CMA 1 All
CPA/ABV 1 Finance
CPA/PFS 4 Personal Financial Planning
CVA 1 Finance
CFA 4 Finance
ChFC 4 Finance
DE LPA 4 Finance
CTP 1 All
ACCA 1 All
CSA 4 Financial aspects of estate and retirement planning
TEP 4 All
CWS 4 All
RICP 4 Finance
CA - ICAEW 1 All
CFIRS 4 All
FSCP 4 Finance
WMCP 4 Finance
CASL 4 Finance
IA LPA 4 Finance
CBA/MCBA 1 Finance
CIPM 4 Finance
ME LPA 4 Finance
ChSNC 4 Finance
CA - Scotland 1 All
CA - Ireland 1 All
CPA - Ireland 1 All

Sessions

Nov 5th, 2024

Speakers:
Speaker Name
Ilene Slatko

Account Executive
DSS Consulting

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Financial literacy programs began to emerge in schools and communities in the 1980s and saw some traction in the 90s. These programs aimed to teach basic financial concepts such as budgeting, saving, and investing. However, it wasn’t until the 2008 financial crisis that financial literacy gained significant attention. 

Despite a robust economy and healthy government budgets, personal bankruptcies were hitting record highs almost every year. Recognizing the need for financial education, efforts to promote financial literacy sparked a national movement Yet, over 40+ years into the push for financial literacy, the statistics are disheartening. More people than ever are living on the edge of a financial precipice, pushed there by poor financial decision-making skills, and augmented by high inflation. 

As advisors, you help people grow their investments and protect against undue taxation. If understanding concepts does not change behaviors, what will? 

Ilene Slatko is a long-standing advocate for financial education, and in this 1-hour conference session, she offers insights to help you grow your business by helping your clients change their behaviors. She is a speaker and serial entrepreneur who currently provides financial education programs and coaches clients working through the long tail of administrative and financial tasks involved in the estate and divorce process. She spent over 30 years in the financial industry and has long been a resource for financial and accounting professionals.

Financial coaches can bring an added, and often necessary component to your business by guiding client change through targeted activities. Separating a financial advisor from a financial coach minimizes potential conflicts. The goal is for you to bring value-add to your clients and help them devise wealth and investing strategies AND actions.

Join this CPE Session regardless of the channel you use to advise clients, it will talk and give you the tools and knowledge to be a valuable resource for them.

Learning Objectives

  • Identify and define differences between financial advisors and financial coaches.
  • Discuss the benefits of providing a financial coaching relationship as part of your firm’s team.
  • Define the parameters of co-existence between financial advisory (or attorneys and CPAs) and financial coaches.
  • Review how to have client conversations to introduce the concepts of working with a financial coach.

Qualifies For

License details Credits Status
Finance for Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 325755) 1 CE Approved
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Drew Stevens

CEO and Leadership Change Expert
Stevens Performance

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This session is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

Understanding personal finance trends is crucial for maintaining a healthy financial profile. These trends significantly impact your income, expenses, savings, and investment.

This CPE Session is meticulously crafted to provide attendees with the most current and relevant trends. By immersing yourself in this dynamic landscape, you'll be equipped with the tools and resources necessary to empower the next generation with essential financial literacy skills.

This session is a vital resource for professionals looking to enrich their curriculum with real-world insights and practical knowledge. As the financial landscape evolves, so too must our approach to teaching personal finance. By joining us, you will gain access to a wealth of up-to-date information, enabling you to address the ever-changing challenges and opportunities facing today's youth. 

From navigating student loans to understanding investment strategies, our session covers a broad spectrum of topics, ensuring that educators are well-prepared to guide their students toward financial success.

Join this CPE Virtual Session to stay abreast of the ever-evolving realm of personal finance. With new trends, regulations, and technologies emerging constantly, this session offers educators the opportunity to stay updated and equipped with the latest knowledge and resources.

Learning Objectives

  • Discuss current trends and regulations in personal finance.
  • Gain insights into emerging technologies shaping financial practices.
  • Review strategies for teaching practical financial literacy skills effectively.
  • Explore resources to enhance the curriculum with up-to-date content.

Qualifies For

License details Credits Status
Finance for Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 325754) 1 CE Approved
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Rich Arzaga

Founder & CEO
The Real Estate Whisperer Financial Planning and Education

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This session is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

When it comes to the world of investing, unforeseen market events can potentially have catastrophic outcomes for investor portfolios. 

Harnessing investment science involves a blend of empirical analysis, quantitative modeling, and strategic decision-making. By building robust portfolios and implementing risk management strategies, investors can navigate the uncertainties of financial markets and mitigate the impact of Black Swan events.

This online CPE Session aims to delve into the intricacies of building robust portfolios that not only weather the storms but also thrive amidst uncertainties. We will explore the principles of investment science, techniques for constructing resilient portfolios, and strategies to mitigate the impact of Black Swan events. This session caters to individuals seeking to enhance their investment effectiveness and minimize the potential for financial losses. 

Join us as we unlock the secrets of investment science and embark on the journey to building resilient portfolios that stand the test of time. Don't miss out on this opportunity to fortify your financial strategies and secure your financial future.

Learning Objectives

  • Explain the significance of diversification and strategies for its implementation within portfolios.
  • Know how to manage various types of risks inherent in investments.
  • Leveraging investment science to make informed investment decisions.
  • Discuss strategies to mitigate the occurrence of black swan events.

Qualifies For

License details Credits Status
Finance for Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 325756) 1 CE Approved
Certified Management Accountants (CMA) 1 CPE Eligible
Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

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
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This session is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

Are you ready to enhance your professional skills by navigating the evolving landscape of estate planning in the digital age? As technology revolutionizes the wealth management sector, incorporating digital assets into estate planning is becoming increasingly crucial. In this CPE session, we'll delve into the intricacies of managing, transferring, and preserving digital assets alongside traditional wealth, ensuring a comprehensive approach to estate planning that reflects the realities of the digital era.

Join us to discover practical strategies for effectively integrating digital assets into estate plans, safeguarding wealth and legacy for future generations. We'll explore practical techniques for identifying, valuing, and managing various digital assets, from cryptocurrency and online accounts to digital media and intellectual property. 

Major Topics:

  • Digital asset integration in estate planning
  • Valuation and types of digital assets
  • Transferring digital assets to beneficiaries
  • Legal and regulatory considerations
  • Practical digital estate planning techniques

Gain insights into the legal and logistical considerations surrounding digital estate planning, empowering you with actionable knowledge to guide your clients in this rapidly evolving landscape.

Learning Objectives

  • Understand the importance of integrating digital assets into estate planning.
  • Identify various types of digital assets and their value within an estate.
  • Explore strategies for transferring digital assets to beneficiaries.
  • Learn about legal and regulatory considerations in digital estate planning.
  • Gain practical techniques for managing and preserving digital wealth and legacy.

Qualifies For

License details Credits Status
Finance for Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 325757) 1 CE Approved
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

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

Nov 5th, 2024

View More
Warren Bergstein
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

Nov 5th, 2024

View More
Ilene Slatko
Ilene Slatko

Account Executive
DSS Consulting

Nov 5th, 2024

View More
Rich Arzaga
Rich Arzaga

Founder & CEO
The Real Estate Whisperer Financial Planning and Education

Nov 5th, 2024

View More

Reviews and Ratings

out of 5

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JT

James Tarkenton, President
3 ratingratingratingratingrating

These presentations were overly simplistic. This was high school level instruction and explanation. One instructor felt it to complicated to explain "volatility". One instructor couldn't figure out how to show slides - for a digital asset presentation. Attendees to these events are educated and degreed. The presentations should be of a graduate level.

JK

Jolene Kerr, Consultant
4 ratingratingratingratingrating

myCPE provides many options for continuing education which makes it easy to find something that will be of value.

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



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