MYCPE ONE

Future of Personal Finance: Strategies for 2024 and Beyond

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Conference Overview

Wealth is largely a result of habit, which holds true in 2023 because the key to financial success lies in cultivating the right habits. While forming habits can be challenging, learning eases the journey. That’s why this Virtual CPE Event will guide you to personal financial strategies and more. 

This CPE Conference aims to provide valuable insights and strategies to navigate the evolving landscape of personal finance in the coming years. We will be discussing emerging trends, innovative approaches, and practical solutions to empower individuals and help them make informed financial decisions. The conference will gather professionals, experts, and thought leaders in the field to share their expertise and discuss the future of personal finance.

As technology continues to shape the financial industry, we will delve into the role of Artificial Intelligence (AI) in personal finance. Explore how AI-driven tools and platforms can enhance financial planning, investment decisions, and risk management, allowing individuals to optimize their financial strategies like never before.

Personal financial planning can seem like a daunting task, but it doesn't have to be. There are several simple strategies that will be discussed in this event for you to use to get your finances on track and improve your financial situation. Financial planning is an important part of living a secure and fulfilled life. The first step in creating a solid financial plan for yourself is to define your financial goals.

Define your goals, track your progress, make a budget, and invest in yourself—if you do these things, you'll be well on your way to a bright financial future.

Join this CPE Virtual Conference to explore several personal finance strategies and ensure a healthy and prosperous future for yourself.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

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

Sessions

Oct 31st, 2023

Speakers:
Speaker Name
Griffin Bridgers

Senior Attorney
Hutchins & Associates

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Are you ready to navigate the ever-changing landscape of wealth management with finesse? Join us for an insightful CPE session, "Technology Versus Talent: Balancing Increasing Options in Both Worlds," where we explore how to harness the power of both technology and talent to propel your practice to new heights.

In the age of generative AI and abundant technological tools, advisors are presented with the opportunity to deliver more services in less time, all while reducing costs. But, where does that leave the value of relationships and face-to-face interactions that clients cherish? This CPE Finance session delves into the delicate balance between tech-driven efficiency and the human touch that defines your practice.

Discover whether advisors, CPAs, and attorneys have a moral obligation to lower the cost of services through technology while preserving the client-advisor relationship. We'll also dissect data security concerns, vital for maintaining client trust when utilizing technology and outsourcing vendors.

In a post-COVID world, remote work has become more accessible than ever, allowing you to access talent through nontraditional arrangements. Learn how to explore and implement the best practices for hiring remote employees or contractors and discover new ways to level the playing field with larger firms.

Lastly, we'll explore the boundaries that define the practice of law and the provision of tax advice. Gain the insights you need to enhance your value proposition without crossing these legal lines, ensuring both compliance and client satisfaction.

Join us for this engaging session and unlock the synergy between Technology and Talent in wealth management. Register now to stay ahead in this dynamic industry!

Learning Objectives

  • To explore whether advisors, CPAs, and attorneys should lower the cost of services through the use of technology.
  • To analyze data security concerns when utilizing technology and outsourcing vendors.
  • To explain options and best practices when it comes to hiring remote employees or contractors.
  • To discuss what could constitute the practice of law or giving of tax advice, and how to add value without crossing this line.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Ilene Slatko

Account Executive
DSS Consulting

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In an era of rapid and unpredictable change, financial resilience is essential. Accenture's Disruption Index reveals a staggering 200% increase in disruption from 2017 to 2022. The world is in a constant state of flux, and building resilience in our financial portfolios is imperative. This CPE session guides participants through potential scenarios that could impact their financial portfolios and offers strategies to enhance their financial resilience.

We'll explore a range of current and anticipated disruptions, such as geopolitical unrest and climate change, and consider their implications for your financial stability. By anticipating these challenges, we can better prepare and develop strategies to navigate uncertain times. This online session delves into both historical precedents and forward-looking solutions to ensure your financial portfolio is resilient in the face of continued disruptions.

Join us in this CPE Finance session led by Ilene Slatko, a seasoned entrepreneur and speaker with over 30 years of experience in the financial industry. Ilene's expertise will equip you with the tools to adapt, protect, and thrive in an ever-changing financial landscape. Don't miss this opportunity to fortify your financial future.

Learning Objectives

  • To discuss how disruption impacts our perceptions and actions.
  • To recognize the historical data to be better prepared for future events.
  • To identify portfolio strategies to protect against disruption and provide resilience.
  • To identify the steps investment professionals can take to guide in times of high disruption.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

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2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Marc Kiner

Owner
PREMIER SOCIAL SECURITY CONSULTING, LLC

  • 4.8
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Are you ready to elevate your advisory game and tap into the universal language of baby boomers? Don't miss our exclusive CPE session, where we delve into the intricate world of Situational Social Security.

Social Security isn't a one-size-fits-all solution – every client's situation is unique. From singles to married couples, divorced individuals to surviving spouses, public employees to children, and those eligible for Restricted Applications – the landscape is diverse and complex. Our seminar is designed to equip you with the insights and tools to navigate this intricate web of Social Security scenarios.

By attending, you'll gain a deep understanding of the questions and challenges that pertain to all clients. Uncover the art of asking probing Social Security questions that hold the key to unlocking additional benefits for your clients. This knowledge isn't just about enhancing your advisory skills; it's about connecting with the baby boomer generation on a whole new level.

In an era where Social Security is the common thread among baby boomers, being well-versed in this domain is non-negotiable. Join us to gain the expertise you need to provide tailored advice and secure the financial well-being of your clients. Get ready to transform your advisory approach and make a lasting impact on your clients' lives.

Learning Objectives

  • To analyze various Social Security strategies.
  • To explain how to compute SS benefits.
  • To inspect when benefits are paid.
  • To discuss benefits payable to a current or divorced spouse.
  • To analyze advanced planning strategies including the Restricted Application.

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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In today's fast-paced and technology-driven world, the financial industry is undergoing a profound transformation.

Recognizing the importance of making informed decisions in personal investments has never been more critical. The course we offer here is a gateway to a new realm of financial expertise, one that harnesses the potential of artificial intelligence (AI) to redefine personal finance.

This CPE Finance Session is meticulously designed to empower professionals with the knowledge and tools required to navigate the ever-evolving landscape of AI-driven personal finance strategies. We understand that the financial sector is constantly evolving, and to thrive in this environment, professionals need to adapt and embrace technological advancements. From making smart investment choices that leverage AI-driven insights to exploring the integration of AI in estate planning, participants will embark on a comprehensive journey that explores the full spectrum of practical applications and strategies.

By the time participants complete this course, they will emerge as experts well-equipped to leverage AI technologies for personalized investment considerations. This knowledge isn't just about seizing opportunities; it's also about understanding the ethical and legal dimensions of incorporating AI into financial practices responsibly. We aim to bridge the gap between traditional expertise and cutting-edge financial technologies, offering a transformative session that equips you with the tools and insights to thrive in a dynamic and AI-powered financial landscape.

Join us on this journey and embrace the future of finance with confidence. Prepare to redefine your approach to personal finance, enhance your client services, and lead the way in a world where AI is shaping the financial landscape like never before.

Learning Objectives

  • To gain a comprehensive understanding of how AI is transforming the personal finance landscape. 
  • To explore real-world examples of AI applications in investment and financial planning.
  • To know about cutting-edge AI tools and platforms that aid in making informed and strategic investment decisions. 
  • To analyze the role of AI in risk management and how it can enhance portfolio diversification.
  • To explore innovative ways AI can be integrated into financial planning processes. 
  • To know how AI technologies can assist in the identification and management of assets for effective financial strategies.
  • To discuss the ethical implications of AI in personal finance and ways to navigate potential challenges. 
  • To explore the legal framework surrounding AI applications in financial planning practices.
  • To develop effective strategies for communicating AI-driven recommendations to clients. 
  • To explain how to educate clients about the benefits and limitations of AI in personal finance to build trust and transparency.
  • To explore strategies to mitigate risks associated with AI-driven financial decisions.
  • To stay informed about regulatory compliance requirements related to AI in the financial sector.

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

Oct 31st, 2023

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Griffin Bridgers
Griffin Bridgers

Senior Attorney
Hutchins & Associates

Oct 31st, 2023

View More
Ilene Slatko
Ilene Slatko

Account Executive
DSS Consulting

Oct 31st, 2023

View More
Marc Kiner
Marc Kiner

Owner
PREMIER SOCIAL SECURITY CONSULTING, LLC

Oct 31st, 2023

View More

Reviews and Ratings

out of 5

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19 ratings

Excellent

Very Good

Average

Poor

DW

Dawn Widger, Bookkeeper
5 ratingratingratingratingrating

I found all the presenters knowledgeable & helpful. I learned some very interesting information and felt the seminar was very useful.

JR

Jerry Ropchan, Others
3 ratingratingratingratingrating

For Canadian CPA, I found Sessions 2 & 4 to be the most useful (Session 3 is specific to US regulations)

MG

Miriam Gottlieb, Owner
5 ratingratingratingratingrating

As always you meet my expectations.

SL

Susan LaPanne, Vice President (VP)
4 ratingratingratingratingrating

My CPE presentations are always excellent and to the point.

KL

Kenneth Lenz, Owner
4 ratingratingratingratingrating

This conference provided a basic overview of financial planning for older individuals. The next conference should be a more advanced level of cash flow and tax planning for older individuals.

JS

Jared Smith, Manager
4 ratingratingratingratingrating

Good speakers. Great topics.

FM

Flo Meadows, Sr. Sales Consultant
5 ratingratingratingratingrating

Valuable, relevant insights for framing some 2024 decisions.

MS

Mufu Sadiku, Principal
5 ratingratingratingratingrating

THE TOPICS DISCUSSED ONTHIS DAY ARE INFORMATIVE AND THE PRESENTERS DISCUSSION ON THESE TOPICS UPDATES THE ATTENDEES ON CURRENT CHANGES RELATED THE TOPICS DISCUSSED.

RD

Ron Dreese, Manager
5 ratingratingratingratingrating

The course was great. Very relevant information covered.

JM

Judy Mavroleon, Owner
4 ratingratingratingratingrating

I found the virtual event was overall informative and practical. All the instructors were professional and delivered the material well. The two most helpful sessions for me personally were Ilene Slatko and Marc Kiner / Jim Blair due to the nature of the content.

CF

Curt Fowler, Director (Finance)
5 ratingratingratingratingrating

Great presenters and great info. Thank you!

JM

Janet Mastronardi, Accounting Manager
5 ratingratingratingratingrating

This was truly a dynamic conference. Learned a lot; presenters were fantastic.

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