MYCPE ONE

myCPE Financial Planners Virtual Summit 2022

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Conference Overview

A financial planner helps clients meet their current money needs and long-term financial goals. They use a structured process to guide clients toward prudent financial decisions to maximize their potential for meeting life goals.

Using their knowledge of personal finance, taxes, budgeting, and investments—combined with analytical tools and data that can illustrate potential outcomes—financial planners make recommendations, which help clients make informed decisions. Financial planners may offer broad advice or specialize in tax planning, asset allocation, risk management, retirement, estate planning, and the like.

In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan.

This fast-paced seminar will help you to:

  • Get your financial plan back on track
  • Shore up your ability to achieve your long-term goals and objectives
  • Save for your children's education
  • Prevent outliving your income 

This CPE Virtual Conference will help accountants and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding, and retirement planning. 

You’ll be able to combine the lessons learned from the financial crisis with recent legislative and tax law changes to make sound, informed decisions!

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 3 Finance
CPA (US) 2 Taxes
EA 2 All
AFSP 2 All
CRTP 2 All
CMA 3 All
CPA/ABV 3 All
CPA/PFS 4 All
CVA 3 All
CFA 5 All
CGFM 3 All
ORTP 2 All
ChFC 5 All
Maryland Tax Preparer 2 All
ERPA 2 All
ACCA 2 All
CSA 2 All
TEP 2 All
CWS 4 All
RICP 5 All
CA - ICAEW 2 All
CFIRS 4 All
FPAC 3 All
FSCP 5 All
WMCP 5 All
CASL 5 All
CBA/MCBA 3 All
CIPM 5.2 All
ChSNC 5 All
CA - Scotland 2 All
CA - Ireland 2 All
CPA - Ireland 2 All

Sessions

May 30th, 2022

Speakers:
Speaker Name
Ilene Slatko

Account Executive
DSS Consulting

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According to a CNBC poll, the majority of Americans neither work with a financial professional nor have a written financial plan. Many actively eschew any input on their finances. Whether it’s the proliferation of Fintech and the multitude of apps available to help people track and trade in investment accounts or an inflated sense of investment mastery, people who are good prospects are not responding to financial professionals' outreach.

While the small percentage who do use financial professionals may have sizeable assets, your long-term business success depends on some combination of:

  • Maintaining your current clients
  • Growing the value of current assets
  • Maintaining those assets after they have been passed to the next generation
  • Attracting new clients

This CPE Finance session looks at the reasons people give for not hiring financial professionals and what they do instead.

Together we’ll construct scenarios to help you connect to these potential future clients and discuss how changing your services can help you achieve your long-term business goals. Wherever you are on the financial services spectrum, this interactive program will guide you in redefining your services to attract and maintain new clients.

This CPE virtual session is led by Ilene Slatko, a former financial services sales manager, speaker, and serial entrepreneur. It is designed for participants to leave with a list of ideas for sustaining long-term business growth.

Learning Objectives

  • To evaluate participants’ current client census.
  • To analyze what future clients are doing now.
  • To discover the market segments of future clients.
  • To redefine current services to match those future clients.
  • To analyze potential new services.
  • To discuss ways to attract future clients to participants’ financial practices.

Qualifies For

License details Credits Status
Accredited in Business Valuation (ABV) 1 CPD Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

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

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Recent shifts and changes in the taxation of estates and trusts have also changed some of the planning techniques that practitioners should consider when advising clients. Trust is a very useful and flexible tool for estate and gift tax planning, yet it is probably the most underused estate management technique.

This CPE session will discuss trusts are used as a strategy to reduce estate and gift taxes. 

Financial planners will understand the significance of making gifts to trusts not only for tax purposes but for asset preservation, privacy, and planning to assist a client in a position to best protect their families. 

In this CPE session, speaker Warren Bergstein will explore the definition of a trust, the parties to a trust, and the types of trusts that require essential knowledge to engage in this area. Marital trusts and charitable trusts are explored in great length.

Learning Objectives

  • To analyze the definition of trust and the role of parties to a trust.
  • To show financial planners the significance of knowing the rules that differentiate between revocable and irrevocable trusts.
  • To explore the risks involved with not planning and not knowing the types of trusts available and their purpose of tax and non-tax considerations.
  • To explain the effect of powers given to trustees whether exercised or not exercised. 
  • To analyze the effect of gifting, and setting up trusts to receive the proceeds of life insurance policies.
  • To identify trusts that are used for marital deduction and charitable planning. 
  • To describe the role of trusts in comprehensive financial planning.

Qualifies For

License details Credits Status
Annual Filing Season Program (AFSP) 1 CE Approved
California Registered Tax Preparers (CRTP) 1 CE Approved
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Enrolled Agents (EA) 1 CE Approved
Oregon Registered Tax Preparers (ORTP) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Certified Senior Advisor (CSA) 1 CE Eligible
Maryland Tax Preparer (MRTP) 1 CE Approved
Enrolled Retirement Plan Agent (ERPA) 1 CE Approved
Financial Services Certified Professional (FSCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
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

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

12:00 PM - 12:30 PM EDT

Break

Speakers:
Speaker Name
Heather Liston


HARGRAVE FIDUCIARY ADVISORS

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Relationships are complicated. They can be wonderful, difficult, rewarding, exhausting, and fulfilling . . . and that's just the emotional part.

Come learn in this CPE session about the sometimes surprising ways your marital status may affect your financial life.

We'll talk about questions like: What's the best tax filing status for a couple? What's the significance of living in a community property state? Is Registered Domestic Partner status enough? What accounts does a spouse automatically inherit? How do Social Security strategies vary for people who are single, married, or divorced? Feel free to bring your own questions, and be ready to think about the unromantic parts of romance.

Learning Objectives

  • Understand the key differences between marriage and Registered Domestic Partnerships
  • Understand the significance of the married-filing-jointly and married-filing-separately filing statuses
  • Know when your clients are likely to trigger “marriage penalties” or “marriage bonuses” 
  • Get an introduction to the significance of community property laws
  • Learn about spousal rights to retirement accounts

Qualifies For

License details Credits Status
Accredited in Business Valuation (ABV) 1 CPD Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE 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

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

1:30 PM - 3:00 PM EDT

Break

Speakers:
Speaker Name
Heather Liston


HARGRAVE FIDUCIARY ADVISORS

  • 4.6
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Most working Americans have seen deductions from their paychecks since their first job as a lifeguard or an ice-cream scooper.

Now it’s time to think about the other side of that: how do you help clients maximize the value of their investment in our national retirement plan?

In this CPE Finance session, we’ll talk a little about the history and purpose of Social Security, and a lot about how and when to apply, how payments are determined, and how they’re affected by marriage, divorce, remarriage, widowhood, age, and disability. 

Learning Objectives

  • Gain a basic introduction to the history and purpose of Social Security
  • Understand “Full Retirement Age” and how to choose your actual filing date
  • Learn how to maximize your lifetime benefits whether you’re single, married, divorced, or widowed

Qualifies For

License details Credits Status
Accredited in Business Valuation (ABV) 1 CPD Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

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
  • rating
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Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The key part of the same is to build strong planning to reach there. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.

Analyzing retirement plan distributions is hard enough without the uncertainty of a global pandemic. The changes implemented by the SECURE Act and CARES Act add another layer of complexity for taxpayers nearing retirement or re-evaluating distribution plans in light of current market conditions.

In this CE/CPE session, speaker Warren Bergstein will review the pension law known as ERISA and its legislative history leading up to the SECURE Act. Changes made temporarily by the CARES Act are also explored.

Changes made by the Act have profound effects on how distributions are made from qualified plans, changes in contribution rules, and effects on other plans including Section 529 plans. Financial planners will be made aware of Congress’s reasoning for making these revisions. That understanding will help to understand what may lie ahead as legislators grapple with even more changes, some favorable to our clients, others not so.

Learning Objectives

  • To discuss the legislative history of the pension law from ERISA to the SECURE Act.
  • To show financial planners the significance of knowing the rules that will affect their clients for current planning and years to come.
  • To explore the risks involved with not planning and not understanding Congressional intent in making these changes in future planning.
  • To analyze the effect of powers given to trustees whether exercised or not exercised. 
  • To explain the effect of the revisions made by the CARES Act, although mostly temporary to deal with the COVID-19 situation.
  • To identify pending legislation that will affect future planning.
  • To describe the role of qualified plans and other employee benefits in comprehensive financial planning.

Qualifies For

License details Credits Status
Annual Filing Season Program (AFSP) 1 CE Approved
California Registered Tax Preparers (CRTP) 1 CE Approved
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Enrolled Agents (EA) 1 CE Approved
Oregon Registered Tax Preparers (ORTP) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Certified Senior Advisor (CSA) 1 CE Eligible
Maryland Tax Preparer (MRTP) 1 CE Approved
Enrolled Retirement Plan Agent (ERPA) 1 CE Approved
Financial Services Certified Professional (FSCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Certificate in Investment Performance Measurement (CIPM) 1.2 PL Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Warren Bergstein
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

May 30th, 2022

View More
Ilene Slatko
Ilene Slatko

Account Executive
DSS Consulting

May 30th, 2022

View More
Heather Liston
Heather Liston


HARGRAVE FIDUCIARY ADVISORS

May 30th, 2022

View More

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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



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