May 16, 2013
Four Points Norwood
Up to 8 CE Credits
Register today!
7:15 – 8:30 am
Registration & Breakfast with Partners & Exhibitors
8:30 – 10:10 am
KEYNOTE: “Money is No Object: No Theory, No Controversy”
Stephanie Kelton / 2.0 CE pending / Tiffany Ballroom B
10:10 – 10:30 am Break with Partners & Exhibitors / Ballroom Foyer
10:30 –11:20 am
KEYNOTE: American Taxpayer Relief Act of 2012 Workshop – part 1
John Kilroy / 2.0 CE pending / Tiffany Ballroom B
11:20 –11:35 am Break with Partners & Exhibitors / Ballroom Foyer
11:35 am – 12:25 pm
KEYNOTE: American Taxpayer Relief Act of 2012 Workshop – part 2
John Kilroy / 2.0 CE pending / Tiffany Ballroom B
Partner Forum-room 102
12:30 – 1:30 pm
Lunch and Awards Presentation / Tiffany Ballroom A
Farma Scholarship-Gabrielle Rene
Financial Planner of Year- Dave Caruso
Mike Branham- FPA President
1:35 – 2:25 pm CONCURRENT SESSIONS
How to Write Emails People Will Read
Susan Weiner / 1.0 CE pending / Room 102
Medicare & Health Insurance Planning
Susan Flanagan / 1.0 CE pending / Room 103
2:25 – 2:35 pm Break with Partners & Exhibitors / Ballroom Foyer
2:35 – 3:25 pm CONCURRENT SESSIONS
Financial Planning & Communications with Elderly Parents
Bob Mauterstock / 1.0 CE pending / Room 102
Living in a More Volatile Investment World
Michael Temple / 1.0 CE pending / Room 103
3:25 – 3:55 pm Break with Partners & Exhibitors / Ballroom Foyer
3:55 – 5:35 pm “The Economy Today-What Happens Next?”
Mark Zinder / 2.0 CE pending / Tiffany Ballroom B
Descriptions
Money is No Object: No Theory, No Controversy
Dr. Stephanie Kelton
Stephanie Kelton will introduce us to a new way of thinking about money, debt and government finance. While the national conversation is dominated by people who are preoccupied with “fixing the debt”, and “balancing the federal budget”, Dr. Kelton asks whether the national debt is a legitimate problem and whether balancing the budget is a sensible policy goal. She’ll discuss the operational side of money creation and government finance, and she will show why balancing the federal budget might be one of the most fiscally irresponsible things our government could do. Understood in the context of the workings of the modern monetary system, her insights make it clear why Washington seems to be getting it all wrong.
The Economy Today-What Happens Next?
Mark Zinder
Economic pessimism permeates out society. After more than a decade of flat markets, declining housing prices, debt crises, and—-quite simply—-bad news, it seems we have succumbed to this “new normal.”
What if we are all wrong? Are we extrapolating the present? Have we failed to peer around the corner and recognize the next engine of growth? The history books are full of examples of previous technology revolutions: the building of canals, the Industrial Revolution, the railroad revolution, electrification, mass production, and most recently, the information revolution. In “What Happens Next,” Mark reveals how, with consistent regularity, the evolution of a new technology revolution unfolds, and how it always unfolds in exactly the same manner.
Are we in the early stages of the next technology revolution? Are we done… or are we just beginning?
Tax planning after ATRA (and any other 2013 legislation)
John Kilroy CPA, CFP®, Senior Financial Planner, Vanguard
This session will cover the changes in income and estate tax planning as a result of ATRA. The session will include planning opportunities, heads up and gotcha moments.
Breaking Down the Barriers. How to help your clients help their parents
Bob Mauterstock
Bob will discuss one of the greatest problems facing financial advisers and their clients, how to open up communication with their elderly parents and make sure that they have done the things necessary to protect themselves and their family. Financial advisers have been very successful at working with clients to create and manage realistic retirement plans. But too many have overlooked the critical legal, financial and emotional issues that these people will have to face when their parents begin to fail. All too often families will wait until a crisis occurs to act. And then it is often too late.
In his talk Bob will share with advisers techniques to help them facilitate a meaningful conversation between clients and their parents. He will discuss the critical legal and financial steps the family needs to address to avoid a crisis. He will present tips that are often overlooked in long term care planning. He will review the many programs available to assist families in paying for long term care. Advisers will walk away with a practical checklist of the issues that need to be discussed and how to handle them.
For 33 years Bob Mauterstock was a financial adviser to hundreds of families in Connecticut. Bob became a registered investment adviser in 1982. He achieved the designation of Certified Financial Planner in 1987. In addition he was a Chartered Life Underwriter and Chartered Financial Consultant. He became certified in long term care in 2005.
Bob retired at the end of 2009. For the last ten years of his practice he was the CEO of KR Wealth Management in Farmington, Connecticut. Bob specialized in retirement income planning, long term care planning and investment management. He wrote a book in 2008 entitled, “ Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents.”
Since he retired Bob has been speaking to groups throughout New England regarding the importance of creating a dialogue between seniors and their adult children about the critical issues related to aging. He spoke at the CT State FPA conference in April of 2012 .
He has been interviewed on NPR and other radio stations as well as appearing in the press numerous times. He has a blog entitled, “ Caring for Aging Parents, A Thoughtful Guide for Adult Children.” It can be found at www.parentcareplanning.com/blog/ His book can be purchased at his website, www.parentcareplaning.com
How to Write Emails People Will Read
Susan Weiner
A strong email commands attention. Poorly written correspondence often goes unread. You can’t afford to alienate your readers with sloppy, vague, or rambling emails and letters. During this interactive program, you’ll learn tips you can apply immediately for understanding your reader’s perspective, making it easier for your readers to respond to you, and formatting and editing your correspondence to keep your audience reading and hungry for more.