38th Tax Professional Economic Update
About this Event
38th Annual Tax Professional Economic Update
Join us for the 38th Annual Tax Professional Economic Update—an in‑person event delivering timely insights on the economic trends and issues shaping today’s tax and financial landscape. Designed for CPAs, CFP® professionals, and others in the finance field, this update offers practical education to help you sharpen your skills, stay current, and earn eight valuable CPE/CE credits. Attendees will benefit from expert analysis, relevant economic perspectives, and opportunities to network with peers, ensuring you leave better equipped to navigate the economic factors that matter most to your work.
Agenda
🕑: 08:00 AM - 08:00 AM
Welcome Remarks
Host: Jonathan Bandy, Edward Jones
🕑: 08:00 AM - 09:00 AM
The Future of Advice (Client Management) (1 CPE/CE Credit)
Host: Brent Downing, Hartford Funds
Info: Identify emerging aging trends and evolving consumer expectations. Evaluate your current business model and align it with the next era of financial advice. Empower clients to use technology confidently so they can live well.
🕑: 09:00 AM - 10:00 AM
Executive Compensation (1 CPE/CE Credit)
Host: Brooke Leahy, PIMCO
Info: This session explores the distinctive features of common executive compensation arrangements. Participants will review strategies for clients with employee stock options (ESOs) and learn comprehensive planning approaches to managing concentration risk.
🕑: 10:00 AM - 11:00 AM
Municipal Market Update (1 CE Credit)
Host: Jack Counahan, Nuveen
Info: Explore the key factors influencing today's municipal bond market and what to expect going forward.
🕑: 11:00 AM - 12:00 PM
JPM Guide to the Markets (1 CPE/CE Credit)
Host: Nick Johnson, JP Morgan
Info: Simplifying the complexities of market investing with current insights and perspective.
🕑: 12:00 PM - 01:00 PM
LUNCH
🕑: 01:00 PM - 02:00 PM
TBD (1 CPE/CE Credit)
🕑: 02:00 PM - 03:00 PM
Medicare Myths and Mistakes (1 CPE/CE Credit)
Host: Elizabeth Hartsock, Protective Life Insurance Co.
Info: Clarifying 10 misconceptions about Medicare that can help clients avoid costly mistakes.
🕑: 03:00 PM - 04:00 PM
Q2 Market Outlook and Portfolio Positioning (1 CPE/CE Credit)
Host: Bryan Sajjadi, Fidelity Investments
Info: Rational Optimism: Seeing the fundamental market drivers beyond recent geopolitics.
🕑: 04:00 PM - 05:00 PM
Advanced College Savings Concepts (1 CPE/CE Credit)
Host: Glen Gregory, John Hancock
Info: Since their introduction over two decades ago, 529 education savings plans have become an increasingly popular tool for families planning for future education costs. Yet, despite their growth, many people still don’t fully understand the full range of benefits these plans offer. With the cost of college continuing to rise, this presentation offers a comprehensive look at:
• The features and advantages of 529 plans;
• Comparisons with other savings vehicles like UGMAs/UTMAs and Coverdell ESAs;
• Choosing between in-state and national 529 plans;The impact on financial aid and much more.
🕑: 05:00 PM - 05:15 PM
Closing and Evaluations
🕑: 05:15 PM - 06:30 PM
HAPPY HOUR
Host: Cultivate
Where is it happening?
Event Location & Nearby Stays:
USD 185.00 to USD 200.00
