永利app官方下载 Spring 2022 Virtual Experience

May 17 - 19, 2022

The virtual experience is available to all:

  • Did you attend the in-person conference in Atlanta? Enjoy the virtual experience and earn 永利app官方下载 & CFP® continuing education hours post-conference. Email Claire Brown to add this to your conference registration.
  • Were you unable to attend the in-person conference in Atlanta? Register for the virtual experience to access all the sessions online.

Register for the virtual experience to access three days of virtual learning, including recordings from each session in Atlanta. Of those sessions, six will be simu-live with speakers available for live Q&A May 17-19. Each day will end with a chance to network and further discuss the topics with your peers. Not only will you have access to three days of sessions, you will also have access to all the session recordings where you can earn additional 永利app官方下载 and CFP® continuing education hours.

Simu-Live Schedule of Events

**All times listed in Eastern time zone

Tuesday, May 17, 2022

12:00 – 1:15 pm

Yield Curve Control Versus Other Increasingly Ineffectual Monetary Policy Tools

Lacy Hunt

1.5 永利app官方下载 & 1.5 CFP® CE

1:15 – 1:30 pm

Break

1:30 – 2:45 pm

Eldercare: Long-Term Care Financing Solutions

Daniel Munster

1.5 永利app官方下载 CE and 1.5 CFP CE

2:45 - 3:00 pm

Break

3:00 - 4:00 pm

Conversation Circle - Moderated by Ben Jacobs and Natalie Pine

1 永利app官方下载 CE

Discuss how new ideas in eldercare can be applied to your practice.

Wednesday, May 18, 2022

12:00 - 1:15 pm

A Cybersecurity Audit by SEC: What to Expect

Trina Glass

1.5 永利app官方下载 & 1.5 CFP® CE

1:15 – 1:30 pm

Break

1:30 – 2:45 pm

Leadership & Motivation: Strategies to Boost Your Bottom Line

Kelli Cruz

1.5 永利app官方下载 CE

2:45 – 3:00 pm

Break

3:00 – 4:00 pm

Conversation Circle – Moderated by Rodney James & Maria Hernandez Huerta

1 永利app官方下载 CE

Join this Conversation Circle for an extended dialogue on cybersecurity audits and leading teams effectively.

Thursday, May 19, 2022

12:00 – 1:15 pm

Understanding the U.S. Taxation of Cross-Border Individuals

Malissa Marshall

1.5 永利app官方下载 & 1.5 CFP® CE

1:15 – 1:30 pm

Break

1:30 – 2:45 pm

The Tools of Domestic and International Asset Protection

Elizabeth Morgan

1.5 永利app官方下载 & 1.5 CFP® CE

2:45 – 3:00 pm

Break

3:00 – 4:00 pm

Conversation Circle – Moderated by Natalie Pine & Jacob Burleson

1 永利app官方下载 CE

Collaborate with like-minded peers on how you can implement learned tax strategies and asset protection with clients.

Pricing

Receive 永利app官方下载 & CFP® CE

  • Advanced Pricing (register by May 2): $399/$449
  • Regular Pricing (register after May 2): $499/$549
  • In-person conference attendee add-on: $99/$149

Register Now!

Sessions not recorded

Bob Keebler, Estate Planning and New Tax law Updates

David Mannaioni, Ethics CE: CFP Board's Revised Code and Standards

Schyler Adams, Controllable vs. Uncontrollable: Navigating Risks to a Retirement Spending Plan

*Session speakers are subject to change.