Continuing Professional Education Conference - A Virtual Event


8.0 Credits


Edward Jones has partnered with Missouri Society of CPAs to present the annual series for legal and tax professionals – the 2021 Continuing Professional Education Conference. This partnership brings you one of the most comprehensive and inclusive continuing education opportunities in the region, and leverages our experience to deliver the high-quality continuing education and networking opportunities you’ve come to expect. Attendees have access to targeted sessions on some of the most pressing topics in the industry today.

Reinforce the core competencies you need in today’s evolving business environment. This year’s lineup focuses on the key topics essential to your success and maintaining your business and professional edge, including:

• Market Update from Edward Jones
• Cybersecurity Misnomers 
• Social Security Update
• Exit Strategies
• Communicating to Connect
• And more!

Designed For

CPAs, financial leaders, attorneys, insurance and other business professionals who would like to refresh, refine or expand their knowledge of today's business environment.


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

Thursday, November 11, 2021

Agenda Includes:

     Craig Fehr, Principle, Investment Strategist, Edward Jones

In this session, Craig will discuss the investment environment, including our outlook for the economy, interest rates and the markets. He will also provide perspective on current issues and their potential impact, and some recommendations for how investors can position for the road ahead.

     Leslie Geller, Wealth Strategist, Capital Group American Funds

Do your clients have a strategy for their future?  The session will take a look at the current wealth planning considerations for three key generations - Millennials, Generation X, and Baby Boomers.

     Ryan Sullivan, CFP, CRPC, ChFC, Managing Director, Hartford Funds

When financial professionals try to connect with clients and prospects, a variety of things can get in the way. During this interactive workshop, you’ll learn four ways to sharpen your communication skills to better connect with others.

     Phillip Ferraro, Managing Director, J.P. Morgan Asset & Wealth Management

Ensuring that you and your family stay cyber secure is particularly key during times of change and ambiguity.  Learn techniques to protect you and your family from cyber fraud.

    Kevin Britt, CIMA, Director, MFS

Review the top mistakes made when estimating spousal benefits, recent changes to Social Security and how to coordinate benefits; discusses options available to clients who are widowed or divorced or have worked in a government position that did not pay into Social Security; provides advisors with answers to most Social Security questions.

     Noah Kroll, CIMA, Director, BlackRock

     Jim Schneider, Ph.D., Director, BlackRock

An insightful session to learn valuable insights and gain an understanding of the current status and future roadmap of Bitcoin, Crypto Currency and Blockchain.

     Christabelle Cook, Director of TPA Relations, Principal Financial Group

Explore the different 401(a) qualified plans including different defined contribution and defined benefit plans. It also provides an overview of plans not qualified under 401(a). This session is designed to provide financial professionals with a fundamental understanding of the features and characteristics of defined contribution, defined benefit and nonqualified plans.

     Bill Zywiciel, CLF, LUTCF, Regional Sales VP, Prudential Financial, Inc.

     Charles Perrault III, CFP, CLU, CHFC, Director, Prudential Financial, Inc.

Sometimes business owners jest that they would sell “this Friday,” which may not be far from the truth! Learn the critical elements in exit planning while considering the owner’s goals and objectives including: financial security, coordination for retirement planning, transfer tax minimization and much more.

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