2008 Economist Panel2008 Symposium
VIRTUAL EDUCATIONAL SEMINARS
The virtual seminars are usually available within 4 days after the recorded presentation.  Please note, because this is recorded live, approximately the first 20 minutes of the Webinar will be updates for the Financial Planning Association of Minnesota and a short presentation from our Partner.  For the two hour sessions, there may also be a 10 minute break approximately 1.5 hours into the event. 

For those of you who hold the CFP® designation and wish to receive CE credit, you must complete and return the CE questions; 80% of the questions must be answered correctly.  These questions will be emailed once payment is received.  No MN CE is offered for these sessions.

INVESTMENTS - Lessons from the Past, Thoughts about the Future by Presenter Shane Shepherd
(2 CFP CEs with successful test results)

Through his presentation Investments-Lessons from the Past, Thoughts about the Future, Dr. Shepherd strives to challenge conventional thinking relating to a number of investment topics.  He will explore a number of provocative questions including:

  • How will the world and US economic landscapes be decidedly different going forward than they have been historically?
  • What adjustments will we need to make regarding our assumptions relating to the risk/reward ratio offered by the equity market?
  • Is the traditional stock/bond/cash asset mix even relevant anymore?
  • Do we need to re-evaluate our thinking regarding how we define risk and how we define wealth?

Recorded - July 20, 2010. Ranked 2.98 out of 4.0.

NAVIGATING HEALTH CARE COVERAGE
IN RETIREMENT - Current and Future Face of Long Term Care by Presenter Deb Newman
(1 CFP CE with successful test results)

In this presentation we will illustrate case studies to make clear the use of innovative products including creative “health based” long term care insurance (LTCI) and ground breaking “asset based” solutions. You will come to understand how to apply long term care insurance from a financial planner’s point of view.
Recorded - June 15, 2010. Ranked 3.35 out of 4.0.

ESTATE AND WEALTH TRANSFER PLANNING
 IN 2010 by Presenters Sherryl Morrison, Chris Burns and Moderal Earl Cohen
(2 CFP CE with successful test results)
The speakers will present background, planning issues and solutions arising out of EGTRAA, federal tax legislation passed in 2001 that lead to the one year repeal of the federal estate tax in 2010 and the return of the federal estate tax in 2011.  The speakers will discuss various planning constants and the planning alternatives to various potential congressional actions including the reinstatement, retroactively, of the estate tax in 2010 and the imposition of modified carry over basis as contained in EGTRAA. Recorded - May 18, 2010. Ranked 3.13 out of 4.0

KEEPING YOUR WITS IN STORMY SEAS:
A REAL-TIME RETIREMENT DISTRIBUTION SIMULATOR by Presenter Jonathan Guyton
(2 CFP CE with successful test results)
What do we really know (and, more importantly, not know) about sustainable withdrawal strategies given the recent financial and economic storms? What was the foundation of your decision-making? What were those challenging times like for you? Join practitioner, author and researcher Jonathan Guyton, CFP® of Cornerstone Wealth Advisors, Inc. as he takes a look at the seascape of retirement distribution research and applies its collective wisdom to stormy times. Test the mettle of your real-time distribution decision-making. Enhance your knowledge of how to navigate in volatile financial seas, evaluate trade-offs, make real-time decisions about when or how distributions should be adjusted, give respect to the winds of uncertainty and communicate honestly in the face of client questions and fears. Jon is a financial planner and published researcher who writes and speaks frequently on holistic retirement planning and distribution strategies. He currently serves as a retirement columnist for the Journal of Financial Planning.es. Recorded - April 20, 2010. Ranked 3.75 out of 4.0.

ADVANCED SOCIAL SECURITY PLANNING
by Presenter Elaine Floyd
(2 CFP CE with successful test results)
A new generation is getting ready to collect Social Security. Unlike their parents, who quietly marched down to their Social Security office as soon as they turned 65, baby boomers want to know how they can maximize lifetime benefits through effective Social Security planning. Advisors who take the time to understand the rules and recommend innovative strategies will be in great demand among boomers, who see Social Security as the starting point for comprehensive retirement income planning that includes IRA rollovers, investment management, insurance products, and financial planning services. Recorded - March 16, 2010. Ranked 3.28 out of 4.0.

CODE OF ETHICS - Acting Like a Fiduciary
Under CFP Board Rule 1.4 by Presenter Keith Loveland
NEW - Available Now!
(2 CFP CE with successful test results)
Keith Loveland's presentation satisfies the two hours of continuing education ethics requirement which is needed every two years by CFP® practitioners. Perhaps the terms “duty of care of a fiduciary” and “fiduciary standard” aren’t universally agreed upon, especially among those involved in delivering personal financial planning services. Key elements of “fiduciary duty” typically are believed to involve the duty of loyalty, duty of due care and related duties. Because it is paramount that a fiduciary act solely in the interests of the client, this course will discuss practical applications of the CFP Board Rule 1.4 through the use of recorded case studies.. Recorded - January 27, 2010. Ranked 3.68 out of 4.0.

TO ROTH OR NOT TO ROTH by Presenter Michael Kitces
(2 CFP CE with successful test results)
With the introduction of the Roth 401(k) in recent years in addition to Roth IRAs, and the removal of Roth conversion income limits in 2010, planners are increasingly eager to utilize Roth retirement accounts, but do not necessarily understand all of the factors that actually determine whether a Roth decision will increase or decrease a client’s wealth in the long run.  In this session, planners will learn about the fundamental factors that really do, and don’t, contribute to long-term wealth creation by choosing to contribute to (or convert to) a Roth retirement account instead of a pre-tax account. Recorded - February 16, 2010. Ranked 3.82 out of 4.0.

2010 Economic Overview with Presenter Terry Fitzgerald of the Federal Reserve
(1 CFP CE with successful test results)
A Economist Terry Fitzgerald, Ph.D., of the Federal Reserve will join us to discuss the state of the economy. Topics covered include the recession and the key indicators including unemployment rates, labor market, personal income statistics, housing and other; and Minnesota’s economy.

Dr. Fitzgerald is a senior economist and assistant vice president at the Federal Reserve Bank of Minneapolis. He conducts research on national and regional economic issues, advises the bank president and board of directors on economic policy and current macroeconomic conditions, and contributes articles to bank publications The Region and fedgazette. His research interests include macroeconomics, economic growth, and the economics of education. His work has appeared in professional journals and in publications of the Federal Reserve Banks of Chicago, Cleveland, and Minneapolis.
Recorded - January 19, 2010. Ranked 3.47 out of 4.0.

60 Estate Planning Concepts in 120 Minutes
with Presenters Earl Cohen, Stuart Bear
and Susan Link
(2 CFP CE with successful test results)
A panel presentation with Earl Cohen, Mansfield Tanick & Cohen, PA; Stuart Bear, Chestnut and Cambronne, PA and Susan Link, Maslon Edelman Borman & Brand, LLP, discuss:
-Planning for the Minnesota Estate Tax
-Planning for the typical Minnesota client
-Estate planning for unmarried and same sex couples
-Asset protection planning
-Best estate planning techniques for adventurous clients without going over the edge
-Planning for our clients as they age
-Planning for the unknown - the coming changes to the Federal estate tax system
Recorded - July 21, 2009. Ranked 3.41 out of 4.0.

Preserving Capital without Sacrificing
Growth in Volatile Markets by Presenter
Rudy Aguilera
(2 CFP CE with successful test results)
The past 18 months have been challenging times as the approach to creating diversified portfolios relying on asset allocation was unable to preserve capital. As the population ages, the focus will turn to managing risk as opposed to managing returns. Planners often rely on correlations derived from historical data to reduce the volatility of their clients’ portfolios. Well, there is an old saying, “The only things that go up in a down market are correlations.” Please join us as Rudy Aguilera presents alternative solutions to minimize risk while maximizing returns. Recorded - June 16, 2009. Ranked 3.82 out of 4.0.

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