Wealth & Asset Management Conference - A Virtual Event


8.0 Credits

There is a natural link between CPAs and wealth advisory experts, and many times both are part of a team of professionals for their clients! Every CPA in a client advisory role should have an understanding of key market changes, economic drivers, and innovations in the asset management space. Conference attendees will come away with the latest in economic and market updates, engage with a panel of advisory service practice management experts, new estate planning and wealth transfer strategies, and much more. 

Brought to you by MOCPA Wealth and Asset Management committee experts, you won’t want to miss this powerful day of cutting-edge strategy to bring back to your firm, business, or clients!

• Understand the state of the economy and the market. Trending up or down?
• Learn how to evaluate the changing retirement plan landscape
• Assess the potential for permanent change
• Evaluate if your client's income needs protecting

Designed For

CPAs, CFPs, and attorneys who provide financial and wealth management consulting.


Please select the appropriate session or option below to continue with your online registration.

Wednesday, October 6, 2021

Agenda Includes:

     Kathy Jones, Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research

Join Kathy as she explains the latest developments in the fixed income and currency markets, and how they may affect portfolios. This session will provide clear, actionable analysis of trends affecting Federal Reserve policy, Treasury markets and the U.S. dollar. You can expect to hear about Federal Reserve policy and how it could affect markets, recent economic indicators and what they may signal for bond markets, Treasury, corporate credit and municipal bond market trends, the outlook for the U.S. dollar, and geopolitical developments and what policymakers may do next.

     Kevin Kliesen, Business Economist & Research Officer, Federal Reserve Bank of St. Louis

The U.S. economy has recovered nicely from the deepest—albeit shortest—economic recession on record. However, this recovery has been accompanied by a bout of inflation not seen for quite some time. Will inflation remain stubbornly high, thereby impairing the performance of the economy, or will inflation return to the Fed’s comfort zone?

     Carla Hunt, CFP®, ChFC®, CRPC®, Lead Trainer, Envestnet MoneyGuide

Learn how MoneyGuide software can keep your clients on track for financial wellness and facilitate interactive discussions around tax planning including modeling Roth Conversions, QCD's and Qualified Distributions.

     Jill MacNeil, Long Term Care Insurance Specialist, LLIS, Inc.

Your clients with older long term care insurance (LTCi) policies may have received rate increase notices with options on reducing coverage. You may not be sure how to advise them. This presentation will address this dilemma by looking at what to consider when evaluating a policy and how reducing certain benefits will affect the overall coverage and pricing. The presenter will use recent rate increase letters that policyholders have received as case studies to walk through the steps for recommendations. We will finish with a LTCi industry update and overview of LTCi products on the market.  

     Roland Jones, CFP, Global Industry Ambassador-Wealth & Asset Management, Salesforce

In this session we will discuss how Salesforce drives the customer experience through its Customer 360 platform and how CPAs can benefit and adopt a similar approach.

     Brian Lowery, CFP, AEP, Senior Managing Advisor, BKD Private Client 

2022 promises to bring a lot of changes to high-net worth clients and their tax situations. How does that relate to their investment portfolios and what strategies to consider to help manage these changes? This presentation will cover some strategies to consider in these uncertain tax times.

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