The Financial Planning Association kicks off its annual conference,
The four-day event, held in San Diego, promises a lineup of core and general sessions designed to inform advisors about trends that will affect their practices.
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Core sessions promise big learning experiences for attendees.
Eleanor Blayney, CFP, who juggles roles as president of Direction$for Women, consumer advocate at the CFP Board of Standards, and author of “Women’s Worth: Finding Your Financial Confidence,” will discuss how to help women overcome challenges in acquiring and managing wealth.
Also, Stephanie Bogan, chief executive officer of Quantuvis, will look at how top firms perform, and how other principals can implement similar tactics at their shops.
Attendees looking to pile up CE credits can drop in at the breakfast educational session, “Real Estate: The Fourth Asset Class,” conducted by Nicholas Schorsch.
During “Ride the Wave to Success,” Alicia Munnell will examine how boomers are recovering from the economic upheaval that has damaged so many of their portfolios even as they grapple with such issues as changing tax policy, the impact of unplanned-for longevity and healthcare costs. Munnell is also a Boston College professor who also is director of the Center for Retirement Research at Boston College.
Late on Saturday afternoon, the third day of the conference, William Taylor will deliver the closing message of the conference, “Practically Radical: Unleashing Big Change in Tough Times.” During that talk, Taylor will teach advisors how to transform their practices, by rethinking, collectively, their sense of what is possible.
