Академический Документы
Профессиональный Документы
Культура Документы
Date Time Min Track # Title First Name Last Name Addl Speaker First Addl Speaker Last
1/17/2010 9:00am-5:15pm 8.5 PM 100 ALL DAY: From Tax Advisor to Wealth Manager Jimmy J. Williams Susan M. Tillery
PFP-Sponsored Workshop (see 101 and 102)
1/17/2010 9:00am - 12:00pm 180 PM 101 From Tax Advisor to Wealth Manager: The Road Jimmy J. Williams Susan M. Tillery
Best Traveled (Part 1)
1/17/2010 1:00pm - 5:15pm 255 PM 102 From Tax Advisor to Wealth Manager: The Road Jimmy J. Williams Susan M. Tillery
Best Traveled (Part 2)
1/17/2010 75 min S1 Are You Prepared to Prepare the Complex Anthony F. Vitiello, Esq.
Gift Tax Return?
1/17/2010 1:00pm-5:15pm WM 103 Sophisticated Financial Engineering Ideas: Roth Robert Keebler
Conversions & Other IRS Strategies
1/17/2010 5:15pm-6:30pm 1.5 Town Hall Meeting - Current Issues Exchange Clark M. Blackman II Lisa R. Featherngill
10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida
Conference - DAY 1
Monday, January 18, 2010
Date Time Min. TRACK # Title First Name Last Name Addl Speaker First Addl Speaker Last
1/18/2010 11:10am-12:40pm PM 6 Financial Planning Faceoff: Spreadsheets vs. Joel P. Bruckenstein Bob Curtis
Financial Planning Software
1/18/2010 11:10am-12:40pm PPEC/R 7 Time Value of Fluctuations and Designing Jim C. Otar
Lifelong Income for Clients
1/18/2010 1:10pm-1:40pm L1 PFP & PFS Chairs Update & Distinguished Clark M. Blackman II Lisa R. Featherngill
Service Award
10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida
1/18/2010 1:50pm-3:20pm PM 10 Office Efficiency to the Max: Streamlining Greg Friedman Joanne L. Day
Workflow to Elevate Client Service
1/18/2010 1:50pm-3:20pm PPEC/R 11 Safe Withdrawal Rates: Mechanics, Uses and Michael E. Kitces
Caveats
1/18/2010 3:50pm-5:20pm PPEC/R 15 Harness the Power of Appreciative Financial Dr. Edward A. Jacobson.
Planning® for Your Practice & Your Life
450
10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida
Conference - DAY 2
Tuesday, January 19, 2010
Date Time Min. Track # Title First Name Last Name Addl Speaker First Addl Speaker Last
1/19/2010 7:00am-7:50am WM 202 Carrier Due Diligence in Insurance Selection: Charles L. Ratner
Checklist and Solutions for Clients
1/19/2010 7:00am-7:50am PM 203 Using a Business Coach in your Practice - Theodore J. Sarenski Thomas C. Walsh, Ph.D.
Getting the Most Out of Your People
1/19/2010 7:00am-7:50am PM 204 Real World Media Experiences Liz Pulliam-Weston others .. To be named
1/19/2010 9:30am-11:00am WM 18 Estate Planning in the New Tax Laws: What is Stefan F. Tucker
Coming?
1/19/2010 9:30am-11:00am PM 19 Succession Planning Models - Mergers and Bob Wagman David DeVoe
Acquisitions Panel
10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida
1/19/2010 9:30am-11:00am PPEC/R 20 Powerful Conversations with Clients, Colleagues Dr. Edward A. Jacobson.
& Yourself in Difficult Times
1/19/2010 11:10am-12:40pm WM 22 An Advisor's Guide to Life Insurance Products & Charles L. Ratner
Planning
1/19/2010 11:10am-12:40pm PM 23 Social Media Marketing - What Is It and Why Tracey L. Segarra
Should You Care?
1/19/2010 11:10am-12:40pm PPEC/R 24 Advanced Techniques for Utilizing LTC Reina Schlager
Insurance
1/19/2010 2:25pm-4:05pm IM 25 Where Is the Real Estate Cycle Going? Glenn Mueller, PhD
1/19/2010 2:25pm-4:05pm WM 26 The Great Debate - Annuity Guarantees and the James A. Shambo Mark W. McGorry
Retirement Solution
1/19/2010 2:25pm-4:05pm PM 27 Current Practice Management Issues & Best Michael Goodman Beth C. Gamel
Practices in Serving Clients During the Market
Volatility
10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida
500
10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida
Conference - DAY 3
Wednesday, January 20, 2010
Date Time Min. Track # Title First Name Last Name Addl Speaker First Addl Speaker Last
1/20/2010 7:00am-7:50am WM 302 North & South of the Border: Changing Raoul B. Rodriguez-Walters
Landscape of World Financial Planning in the
Era of the Globally Mobile Citizen
1/20/2010 7:00am-7:50am PPEC/R 304 Planning for End of Life Michael D Schulman
1/20/2010 9:10am-10:25pm WM 32 Becoming A Money Mentor For The Jon J. Gallo Eileen F. Gallo
Next Generation
1/20/2010 9:10am-10:25pm PPEC/R 33 The Multi-Family Office - It's not only for the Mitchell Freedman Andrew Blackman
Ultra Wealthy
10/13/2009
2010 AICPA Advanced Personal Financial Planning Conference
January 18-20, 2010
Orlando, Florida
1/20/2010 10:40am - 11:55am WM 36 Hedonic Pleasure Index Revisited - Consumption James A. Shambo
After the Crash
1/20/2010 10:40am - 11:55am PM 37 What do Young Planners Want? Panel - Mark Tibergian Glenn S. Freed
Emerging Leader (moderator)
1/20/2010 10:40am - 11:55am PPEC/R 38 Savvy Social Security Planning for Boomers Elaine Floyd
260
1/20/2010 1:00pm-5:00pm 401 Post-Conference Complimentary Workshop AICPA Media Team
Lights, Camera, Action:
Making the Media Your Financial Planning
Partner
10/13/2009
Date Time Track # Title
9:00am - 12:00pm PM 101 From Tax Advisor to Wealth Manager: The Road
1/17/2010 Best Traveled (Part 1)
1:00pm - 5:15pm 102 From Tax Advisor to Wealth Manager: The Road
1/17/2010 Best Traveled (Part 2)
1:00pm-5:15pm WM 103 Sophisticed Financial Engineering Ideas: Roth
Conversions & Other IRS Strategies
1/17/2010
1/17/2010 1:00pm-5:15pm PPEC/R 104 Tax Efficient Rebalancing
1:00pm-3:00pm IM 105 Due Diligence: Manager & Custodian Selection
1/17/2010
3:15pm-5:15pm IM 106 Measuring Performance
1/17/2010
3:15pm-5:15pm IM 106 Measuring Performance
1/17/2010
3:15pm-5:15pm IM 106 Measuring Performance
1/17/2010
8:00am-8:50am 1 Equilibrium in Financial Markets & Financial
1/18/2010 Regulations
9:20am-11:00am WM 2 Some of the Best Estate Planning
Ideas For Your Clients in 2010 (That
1/18/2010 Also Have the Merit of Playing Havoc
9:20am-11:00am PM 3
With Certain "Conventional
Communication with Clients After the Economic
Wisdom")
Meltdown
1/18/2010
11:10am-12:40pm IM 4 Alternative Thinking about Investments
1/18/2010
11:10am-12:40pm WM 5 Roth Converstions in 2010
1/18/2010
11:10am-12:40pm PM 6 Financial Planning Faceoff: Spreadsheets vs.
1/18/2010 Financial Planning Software
11:10am-12:40pm PPEC/R 7 Time Value of Fluctuations and Designing
Lifelong Income for Clients
1/18/2010
1:10pm-1:40pm L1 PFP & PFS Chairs Update & Distinguished
1/18/2010 Service Award
1:50pm-3:20pm IM 8 Fixed Income
1/18/2010
1:50pm-3:20pm WM 9 All Your IRA Questions Answered
1/18/2010
1:50pm-3:20pm PM 10 Office Efficiency to the Max: Streamlining
1/18/2010 Workflow to Elevate Client Service
1:50pm-3:20pm PM 10 Office Efficiency to the Max: Streamlining
1/18/2010 Workflow to Elevate Client Service
1:50pm-3:20pm PPEC/R 11 Safe Withdrawal Rates: Mechanics, Uses and
Caveats
1/18/2010
3:50pm-5:20pm IM 12 The End of Modern Portfolio Theory? - Lessons
1/18/2010 From the Financial Crisis
3:50pm-5:20pm WM 13 Cutting Edge Tax Planning Developments &
Opportunities
1/18/2010
3:50pm-5:20pm PM 14 Regulatory Compliance Issues
1/18/2010
3:50pm-5:20pm PPEC/R 15 Harness the Power of Appreciative Financial
Planning for Your Practice & Your Life
1/18/2010
7:00am-7:50am IM 201 Measuring Temperature with a Ruler - The
Difference Between Managing Returns &
Managing Wealth
1/19/2010
7:00am-7:50am WM 202 Carrier Due Diligence in Insurance Selection:
1/19/2010 Checklist and Solutions for Clients
7:00am-7:50am PM 203 Using a Business Coach in your Practice -
Getting the Most Out of Your People
1/19/2010
7:00am-7:50am PM 203 Using a Business Coach in your Practice -
Getting the Most Out of Your People
1/19/2010
7:00am-7:50am PPEC/R 204 Powerful Conversations with Clients, Colleagues
& Yourself in Difficult Times
1/19/2010
8:10am-9:00am 16 How Behavior Affects Financial Outcomes
1/19/2010
9:30am-11:00am IM 17 Hunting for Black Swans - Comparing
Probability Outcomes of Capital Market
Assumptions to Historical Observations
1/19/2010
9:30am-11:00am WM 18 Estate Planning in the New Tax Laws: What is
Coming?
1/19/2010
9:30am-11:00am PM 19 Succession Planning Models - Mergers and
1/19/2010 Acquisitions Panel
9:30am-11:00am PM 19 Succession Planning Models - Mergers and
1/19/2010 Acquisitions Panel
9:30am-11:00am PM 19 Succession Planning Models - Mergers and
1/19/2010 Acquisitions Panel
9:30am-11:00am PM 19 Succession Planning Models - Mergers and
Acquisitions Panel
1/19/2010
9:30am-11:00am PPEC/R 20 The Multi-Family Office - It's not only for the
1/19/2010 Ultra Wealthy
9:30am-11:00am PPEC/R 20 The Multi-Family Office - It's not only for the
Ultra Wealthy
1/19/2010
11:10am-12:40pm IM 21 Asset Allocation: Does It Still Work?
1/19/2010
11:10am-12:40pm WM 22 An Advisor's Guide to Life Insurance Products &
1/19/2010 Planning
11:10am-12:40pm PM 23 Advanced Marketing Techniques: Make
1/19/2010 Opportunity out of Mayhem
11:10am-12:40pm PPEC/R 24 Advanced Techniques for Utilizing LTC
1/19/2010 Insurance
1/19/2010 1:30pm-2:15pm L2 The Best Practices of CPA Wealth Advisors
2:25pm-4:05pm IM 25 A Roadmap Through the Minefields of
Uncertainty: Investment Policy Impact on
ROI
1/19/2010
2:25pm-4:05pm WM 26 The Great Debate - Fixed Immediate vs. Variable
with guaranteed living benefits
1/19/2010
2:25pm-4:05pm WM 26 The Great Debate - Fixed Immediate vs. Variable
with guaranteed living benefits
1/19/2010
2:25pm-4:05pm WM 26 The Great Debate - Fixed Immediate vs. Variable
with guaranteed living benefits
1/19/2010
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
1/19/2010 Volatility
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
1/19/2010 Volatility
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
Volatility
1/19/2010
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
1/19/2010 Volatility
2:25pm-4:05pm PM 27 Current Practice Management Issues & Best
Practices in Serving Clients During the Market
1/19/2010 Volatility
2:25pm-4:05pm PPEC/R 28 Elder Law
1/19/2010
4:25pm-5:40pm IM 29 Update on Regulatory Climate & How It Will
Impact Your Practice & Your Clients - Investment
Advisory Committee
1/19/2010
7:00am-7:50am IM 301 The Hitchhiker’s Guide to Core/Satellite
Investing
1/20/2010
7:00am-7:50am WM 302 North & South of the Border: Changing
Landscape of World Financial Planning in the
1/20/2010 Era of the Globally Mobile Citizen
7:00am-7:50am PM 303 Fiduciary Responsibility Standards Update on
1/20/2010 Regulations
7:00am-7:50am PPEC/R 304 Planning for End of Life
1/20/2010
30 Economic Update & Market Insights
1/20/2010
9:10am-10:25pm IM 31 Revisiting the Future of Wealth Management
1/20/2010
9:10am-10:25pm WM 32 Silver Spoon Kids: Wealth Transfer to Heirs
1/20/2010
9:10am-10:25pm WM 32 Silver Spoon Kids: Wealth Transfer to Heirs
1/20/2010
9:10am-10:25pm PM 33 A Case Study in Communication with Clients
1/20/2010
9:10am-10:25pm PPEC/R 34 Alternative Sources of Income for
1/20/2010 Funding the Costs of Long Term Care
10:40am - 11:55am IM 35 Where Is the Real Estate Cycle Going?
1/20/2010
10:40am - 11:55am WM 36 Hedonic Pleasure Index Revisited
1/20/2010
10:40am - 11:55am PM 37 What do Young Planners Want? Panel -
Emerging Leader
1/20/2010
10:40am - 11:55am PM 37 What do Young Planners Want? Panel -
1/20/2010 Emerging Leader
10:40am - 11:55am PM 37 What do Young Planners Want? Panel -
1/20/2010 Emerging Leader
10:40am - 11:55am PM 37 What do Young Planners Want? Panel -
1/20/2010 Emerging Leader
10:40am - 11:55am PPEC/R 38 Savvy Social Security Planning for Boomers
1/20/2010
First Name Last Name Email Title/Organization Cte Mbr Conf.
Jimmy J. Williams jimmy@jimmyjwilliamspc.com
Jimmy J. Williams & Co., Andrea Conf
P.C.
Jimmy J. Williams jimmy@jimmyjwilliamspc.com
Jimmy J. Williams & Co., Andrea Conf
P.C.
Robert Keebler rkeebler@virchowkrause.com
CPA, MST, DEP, Andrea Conf
Virchow, Krause &
Company LLP
Sheryl Rowling sheryl@rowling.com Mitch Conf
IMCA IMCA In progress
Jason Zweig - NO
David Walker
David B. Loeper CIMA®, CIMC®, CEO of IMCA - Conf
Financeware Inc., DBA Clark,
Wealthcare Capital David,
Management Michael
Stefan Tucker sftucker@venable.comPartner,MAsh@Venable.com
Venable, LLP Larry Conf
(switch with Ratner
timing)
McAlester, OK
Miramar, FL 954-885-1900
Thornhill, 905-889-7170
Ontario,
Canada
Brooklyn, NY 718-336-8842
415-493-5900
Columbia, MD 410-995-6630
Columbia, MD 410-995-6630
Madison, WI 608-274-9004
Syracuse, NY 315-471-9171
Liverpool, NY 315-451-9293
© 315-243-
2647
Madison, WI 608-274-9004
Washington, 202-344-4000
DC
Jersey City, 201-413-2231
NJ
Sherman 818-905-0321
Oaks, CA
Wexford, PA 724-934-3200
Cleveland, OH 216-583-8122
Colorado 719-638-3505
Springs, CO
Waltham, MA 781-693-0112
Littleton, CO 303-297-2185
PA
Rockville, MD
Portland, OR 503-853-0510
Central Valley,
NY
New York, NY 212-648-2448
Amanda
Rockville, MD
Denver, CO 303-953-3872
© (303) 550-
1781
Colorado 719-638-3505
Springs, CO
Sacramento,
CA