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Advanced Personal Financial Planning Conference 2011
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January 10, 2011 - Monday
 
1 - Conference Welcome & Introduction and Presentation of Lifetime Achievement Award to Stanley Breitbard / Investor Psychology: Lessons from Behavioral Finance 
$30.00
Purchase
Date/Time:
January 10, 2011   7:50am - 10:00am
 
Format:
       
  Synched Audio / Video / Slides
 

 
2 - Estate Planning 
$30.00
Purchase
Date/Time:
January 10, 2011   10:30am - 12:00pm
 
Format:
       
  Synched Audio / Video / Slides
 

 
3 - Risk Management 
$20.00
Purchase
Date/Time:
January 10, 2011   1:00pm - 2:15pm
 
Speaker:
 
Format:
   
  Audio / Slides
 

 
4 - Tax Planning Update 
$30.00
Purchase
Date/Time:
January 10, 2011   1:00pm - 2:15pm
 
Format:
       
  Synched Audio / Video / Slides
 

 
5 - Re-Energize and Renew Your Relationships with High-Impact Client Review Meetings 
$20.00
Purchase
Date/Time:
January 10, 2011   1:00pm - 2:15pm
 
Format:
   
  Audio / Slides
 

 
6 - Women and Wealth 
$20.00
Purchase
Date/Time:
January 10, 2011   1:00pm - 2:15pm
 
Format:
   
  Audio / Slides
 

 
7 - The Evolution and Best Practices of ETF Due Diligence, Construction and RIA Usage 
$20.00
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Date/Time:
January 10, 2011   2:25pm - 3:40pm
 
Speaker:
 
Format:
   
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8 - Income Tax Opportunities in Wealth Transfer 
$20.00
Purchase
Date/Time:
January 10, 2011   2:25pm - 3:40pm
 
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Format:
   
  Audio / Slides
 

 
9 - True Stories from CPAs Who Have Grown Their PFP Practice Through Marketing 
$20.00
Purchase
Date/Time:
January 10, 2011   2:25pm - 3:40pm
 
Format:
   
  Audio / Slides
 

 
10 - Social Security: Strategies for Optimizing Your Clients' Benefits and Other Social Security Issues 
$30.00
Purchase
Date/Time:
January 10, 2011   2:25pm - 3:40pm
 
Format:
       
  Synched Audio / Video / Slides
 

 
11 - Managing Fixed Income in a Rising Rate Environment 
$20.00
Purchase
Date/Time:
January 10, 2011   4:10pm - 5:25pm
 
Format:
   
  Audio / Slides
 

 
12 - Using Trusts for Asset Protection (Without Necessarily Using an "Asset Protection Trust") 
$20.00
Purchase
Date/Time:
January 10, 2011   4:10pm - 5:25pm
 
Format:
   
  Audio / Slides
 

 
13 - Creating the Family's Crisis Management/Response Plan 
$20.00
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Date/Time:
January 10, 2011   4:10pm - 5:25pm
 
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Format:
   
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14 - Elder Law After Health Care Reform: Careful Planning for Later Life Health Care Concerns Continues to Be Critical 
$30.00
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Date/Time:
January 10, 2011   4:10pm - 5:25pm
 
Format:
       
  Synched Audio / Video / Slides
 

 
January 11, 2011 - Tuesday
 
15 - Asset/Liability Management in a Private Client Environment 
$20.00
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Date/Time:
January 11, 2011   6:50am - 7:50am
 
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Format:
   
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16 - Trusts with Family Business Interests: Administration and Fiduciary Responsibilities 
$20.00
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Date/Time:
January 11, 2011   6:50am - 7:50am
 
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Format:
   
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17 - Expand Your Financial Planning Practice Through Your Client's Tax Return 
$30.00
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Date/Time:
January 11, 2011   6:50am - 7:50am
 
Format:
       
  Synched Audio / Video / Slides
 

 
18 - Current Issues in PFP and AICPA PFP Division Resources That Can Help 
$20.00
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Date/Time:
January 11, 2011   6:50am - 7:50am
 
Speaker:
 
Format:
 
  Audio Only
 

 
19 - The Art of Nonverbal Communications in Business 
$30.00
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Date/Time:
January 11, 2011   8:10am - 9:25am
 
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Format:
       
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20 - Market Neutral and Beyond: The Ins and Outs of Alternative Mutual Funds 
$20.00
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Date/Time:
January 11, 2011   9:55am - 11:10am
 
Speaker:
 
Format:
   
  Audio / Slides
 

 
21 - Life Insurance Policy Management: How to Dispose of the Policy Before They Dispose of the Insured 
$30.00
Purchase
Date/Time:
January 11, 2011   9:55am - 11:10am
 
Format:
       
  Synched Audio / Video / Slides
 

 
22 - Selling for the Non-Sales Professional 
$20.00
Purchase
Date/Time:
January 11, 2011   9:55am - 11:10am
 
Format:
   
  Audio / Slides
 

 
23 - Not Too Rich, Not Too Poor – The Conundrum: Advanced Case Studies on the Financial Issues of Aging 
$20.00
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Date/Time:
January 11, 2011   9:55am - 11:10am
 
Speaker:
 
Format:
   
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24 - Revisiting Modern Portfolio Theory 
$30.00
Purchase
Date/Time:
January 11, 2011   11:20am - 12:35pm
 
Format:
       
  Synched Audio / Video / Slides
 

 
25 - Roth Update Recharacterizations and Reconversions 
$20.00
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Date/Time:
January 11, 2011   11:20am - 12:35pm
 
Format:
   
  Audio / Slides
 

 
26 - Regulatory Update on Financial Reform 
$20.00
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Date/Time:
January 11, 2011   11:20am - 12:35pm
 
Speaker:
 
Format:
   
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27 - Fiduciary Ethos 
$20.00
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Date/Time:
January 11, 2011   11:20am - 12:35pm
 
Speaker:
 
Format:
   
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28 - A Cautious Approach to Global Investing 
$30.00
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Date/Time:
January 11, 2011   1:30pm - 3:10pm
 
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Format:
       
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30 - Cloud Computing and the PFP: The Next Technology Frontier 
$20.00
Purchase
Date/Time:
January 11, 2011   1:30pm - 3:10pm
 
Format:
 
  Audio Only
 

 
31 - Tax-Efficient Portfolio Optimization & Tax-Efficient Withdrawal Strategies 
$20.00
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Date/Time:
January 11, 2011   1:30pm - 3:10pm
 
Speaker:
 
Format:
   
  Audio / Slides
 

 
32 - State of the Industry/Mission Possible: The Link Between Operational Efficiency and Increased Profitability 
$30.00
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Date/Time:
January 11, 2011   3:40pm - 4:55pm
 
Speaker:
 
Format:
       
  Synched Audio / Video / Slides
 

 
33 - Professional Issues Update & AICPA PFP Division Distinguished Service Award 
$30.00
Purchase
Date/Time:
January 11, 2011   4:55pm - 5:25pm
 
Format:
       
  Synched Audio / Video / Slides
 

 
January 12, 2011 - Wednesday
 
34 - Real World Media Experience 
$20.00
Purchase
Date/Time:
January 12, 2011   7:00am - 7:50am
 
Format:
 
  Audio Only
 

 
35 - Boosting Your Profits with Tax-Efficient Portfolio Management! 
$20.00
Purchase
Date/Time:
January 12, 2011   7:00am - 7:50am
 
Format:
   
  Audio / Slides
 

 
36 - Working with the Statements of Responsibility in PFP 
$20.00
Purchase
Date/Time:
January 12, 2011   7:00am - 7:50am
 
Format:
   
  Audio / Slides
 

 
37 - How Well Do You Know Your Clients: Compliance/AML Issues/Crossing Borders 
$20.00
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Date/Time:
January 12, 2011   7:00am - 7:50am
 
Format:
   
  Audio / Slides
 

 
38 - State of the Economy 
$20.00
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Date/Time:
January 12, 2011   8:10am - 9:25am
 
Speaker:
 
Format:
   
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39 - Advanced Topics in Manager Due Diligence 
$20.00
Purchase
Date/Time:
January 12, 2011   9:35am - 10:45am
 
Speaker:
 
Format:
   
  Audio / Slides
 

 
40 - The Full Mont(e)y 
$20.00
Purchase
Date/Time:
January 12, 2011   9:35am - 10:45am
 
Format:
   
  Audio / Slides
 

 
41 - Planning for Middle Income Clients 
$20.00
Purchase
Date/Time:
January 12, 2011   9:35am - 10:45am
 
Format:
   
  Audio / Slides
 

 
42 - The Economics of Loyalty: Tactics to Engage Clients and Drive Growth 
$20.00
Purchase
Date/Time:
January 12, 2011   9:35am - 10:45am
 
Format:
   
  Audio / Slides
 

 
43 - Commodities 
$20.00
Purchase
Date/Time:
January 12, 2011   11:00am - 12:15pm
 
Speaker:
 
Format:
   
  Audio / Slides
 

 
44 - Risk Tolerance 
$20.00
Purchase
Date/Time:
January 12, 2011   11:00am - 12:15pm
 
Speaker:
 
Format:
   
  Audio / Slides
 

 
45 - Transforming Your Business with CRM 
$20.00
Purchase
Date/Time:
January 12, 2011   11:00am - 12:15pm
 
Speaker:
 
Format:
   
  Audio / Slides
 

 
46 - Advanced Case Studies on the Financial Issues of Aging 
$20.00
Purchase
Date/Time:
January 12, 2011   11:00am - 12:15pm
 
Format:
   
  Audio / Slides
 

 
46 Results Found, Showing 1 - 46
 
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