Advanced Personal Financial Planning Conference 2013
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The 2013 AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that will help you address the 2013 post-election issues impacting personal financial planning. It's the first major professional financial conference that addresses post-election changes head-on with the most advanced technical, all-encompassing learning programs featuring critical insights and high-level guidance directly from the experts on the latest techniques, investment strategies, and changes in estate & tax legislation to ably and accurately advise your clients.
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GOLD SPONSOR
Cetera Financial Specialists
Address:
200 N. Martingale Road
Schaumburg, IL 60173
Phone:
847.330.7961
Website:
Cetera Financial Specialists is a wealth management firm with a difference. We are the leading growth consultant for tax and accounting professionals and CPA firms that have integrated wealth management into their practices.
SILVER SPONSOR
Ernst & Young LLP
Address:
100 North Tryon Street
Charlotte, NC 28202
Phone:
704 331 1867
Website:
Ernst & Young is a global leader in assurance, tax, transaction and advisory services. Worldwide, our 167,000 people are united by our shared values and an unwavering commitment to quality. We make a difference by helping our people, our clients and our wider communities achieve their potential. Ernst & Young refers to the global organization of member firms of Ernst & Young Global Limited, each of which is a separate legal entity.
BRONZE SPONSOR
1st Global
Address:
12750 Merit Drive, Suite 1200
Dallas, TX 75251
Phone:
(214) 294-5319
Website:
Building a successful wealth management practice within a multi-partner accounting firm takes a proven blueprint for reaching the firm’s highest potential. Based on expertise gained from working with hundreds of successful firms, 1st Global has developed proven processes that include market research, practice consulting, business development processes and innovative technology.
SPONSOR
Advisor Partners
Address:
2175 N. California Blvd
Walnut Creek, CA 94596
Phone:
925.444.1308
Website:
Advisor Partners specializes in Active Tax Indexing, High Quality Dividend Yield portfolios, Socially Responsible portfolios and Managed Asset Allocation Programs (MAAP). Advisor Partners has the resources and cutting edge investment tools to enhance the effectiveness of your offering and realize increased efficiencies in your daily operation.
SPONSOR
BAM Advisor Services
Address:
8182 Maryland Ave, Ste 500
Saint Louis, MO 63130
Phone:
314-743-5102
Website:
BAM Advisor Services, LLC offers a proven, well-defined process for CPA firms committed to building significant wealth management practices. Our approach and training is designed to help existing firms take their successful, client-focused practice to the next level and guide new firms through the steps necessary to establish a wealth management practice.
SPONSOR
iShares 529 Plan
Address:
400 Howard Street
San Francisco, CA 94105
Phone:
888-529-9552
Website:
iShares is the global product leader in exchange traded funds with over 470 funds globally across equities, fixed income and commodities and $650 billion in assets under management as of May 2011. iShares ETFs are featured in 529 plans, donor-advised fund and 401(k) platforms available to fee-based and fee-only advisors.
SPONSOR
Paychex, Inc.
Address:
911 Panorama Trail South
Rochester, NY 14625
Phone:
585-387-6410
Website:
Paychex is a leading provider of payroll, human resource, benefits outsourcing, and business insurance solutions for America’s businesses. For more than 40 years, Paychex has offered an ever-growing suite of products and services that free clients to do what they do best – run and grow their businesses.
SPONSOR
Scottrade Advisor Services
Address:
P.O. Box 31565
St. Louis, MO 63131
Phone:
(866) 306-7135
Website:
Scottrade® Advisor Services, a division of Scottrade, Inc., provides comprehensive custodial and institutional trading services for independent Registered Investment Advisors. Low commissions, advanced account management tools and a variety of resources to help grow your business make Scottrade® Advisor Services an exceptional value.
SPONSOR
United States Commodity Funds
Address:
1999 Harrison Street
Suite 1530
Oakland, CA 94612
Phone:
510-522-9600 or 614-775-1246
Website:
United States Commodity Funds manages exchange-traded products which seek to track the price movements of commodity indexes and futures including Oil, Natural Gas, Unleaded Gasoline, Heating Oil, and Brent Oil. USCF also manages funds that track the SummerHaven Dynamic Commodity Index, the SummerHaven Copper Index and the SummerHaven Dynamic Agriculture Index and the SummerHaven Dynamic Metals Index.
BASIC LISTING
360 Degrees of Financial Literacy
Address:
1455 Pennsylvania Ave, NW
Washington, DC 20004
Phone:
202-434-9239
Website:
Stop by the AICPA’s 360 Degrees of Financial Literacy booth to learn more about the CPA profession’s volunteer effort to improve the financial understanding of all Americans. Pick up information and promotional items for 360, Feed the Pig, Workplace Leaders in Financial Education and Save Wisely, Spend Happily, our new consumer publication.
BASIC LISTING
529 College Savings Programs
Address:
6811 South 27th Street
Lincoln, NE 68512
Phone:
(866) 722 7283
Website:
Two nationally recognized 529 programs! Vanguard mutual funds and ETF’s plus funds from T. Rowe Price, PIMCO, DFA, Dodge & Cox, Artisan, Templeton, William Blair, Fidelity, American Century, Northern, Lord Abbett, ING, Cohen & Steers, Lazard, BlackRock, Neuberger Berman and more.
BASIC LISTING
Accounting Today
Address:
1 State Street Plaza, 27th Floor
New York, NY 10004
Phone:
770-906-2939
Website:
Accounting Today is the leading source of news and insight for public accountants, helping them guide their practices into the future with online news updates, daily and weekly electronic newsletters, a monthly magazine, regular Special Reports and our Top 100 series of reports and rankings.
BASIC LISTING
Advisor Products, Inc.
Address:
333 Jericho Turnpike, Suite 333
Jericho, NY 11753
Phone:
516-333-0066
Website:
Advisor Products is a premier, full service, marketing communications firm focused exclusively on the financial industry. Specializing in creating high quality Websites, Portals, Copywriting, Newsletters that encapsulate and effectively com
BASIC LISTING
Advisor Software, Inc.
Address:
2175 North California Blvd, Suite 400
Walnut Creek, CA 94596
Phone:
925-299-7782
Website:
Advisor Software, Inc. (ASI) is a leading provider of wealth management technology. The company pioneered enterprise rebalancing and a unique balance sheet approach to financial planning. ASI’s solutions have been used by over 85,000 advisors. For more information, visit www.advisorsoftware.com, email us at asi_sales@advisorsoftware.
BASIC LISTING
Advisors Access
Address:
400 Northridge Road, Suite 220
Atlanta, GA 30350
Phone:
678-507-1457
Website:
Advisors Access provides the tools and support that conflict-free advisors need to efficiently serve 401(k) plans. Working with more than 130 CPA-affiliated investment advisory firms all across the U.S., Advisors Access is a member of The BAM Alliance. www.advisorsaccess.com.
BASIC LISTING
AICPA Firm-Based Member Retirement Program
Address:
CPA2Biz, Avenue of the Americas, 19th, Flr
New York, NY 10036
Phone:
212.596.6287
Website:
The AICPA Member Retirement Committee has selected Paychex as the provider of 401(k) services through the AICPA Firm Based Member Retirement Program. As a leading provider of 401(k) recordkeeping services and a #1 ranked seller of 401(k) plans, Paychex is uniquely positioned to develop an integrated end-to-end retirement solution for your firm — with unique pricing and service benefits designed exclusively for AICPA members.
BASIC LISTING
AICPA Insurance Trust
Address:
80 Livingston Avenue
Roseland, NJ 07068
Phone:
973 548-6558
Celebrating over 65 years of service, the AICPA Insurance Trust has provided insurance protection to AICPA members and their families. From life insurance to members and their spouses, to long term disability income and business overhead expense. AICPA plans are developed, designed and delivered to meet the needs of today’s CPAs---all at economical group rates.
BASIC LISTING
AICPA Media Relations
Address:
220 Leigh Farm Rd.
Durham, NC 27707
Phone:
919-402-4499
Website:
The AICPA Media Relations team works to enhance and expand the image of CPAs in the media. Find out how their work benefits CPA financial planners and PFS credential holders – and how you can help. You’ll also learn about marketing resources available for your use.
BASIC LISTING
AICPA Member Insurance Programs
Address:
159 East County Line Rd
Hatboro, PA 19040
Phone:
800.221.3023
Website:
The AICPA Member Insurance Programs offer members quality insurance coverage provided by some of the leading insurance companies in the country. Aon Insurance Services is the exclusive broker and administrator of the AICPA-endorsed Insurance Programs, offering service that is personal, responsive, and dedicated to meeting member needs.
BASIC LISTING
AICPA Personal Financial Planning
Address:
220 Leigh Farm Road
Durham, NC 27707
Phone:
919-402-4830
Website:
The AICPA’s PFP Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and their closely held entities. If you are a CPA who wants to demonstrate your expertise in this subject matter, become a Personal Financial Specialist credential holder.
BASIC LISTING
AICPA Store / CPA2Biz
Address:
220 Leigh Farm Road
Durham, NC 27707
Phone:
888.777.7077
Website:
Visit the AICPA Store to browse the latest titles on personal financial planning and other publications, including the new book by Sharon Lechter Save Wisely, Spend Happily. Conference attendees qualify for a 10% discount on products – plus you can register for next year’s conference at a
BASIC LISTING
American Endowment Foundation
Address:
1521 Georgetown Road, Suite 104
Hudson, OH 44236
Phone:
877-599-8903
Website:
As a national, independent Donor Advised Fund solution, AEF serves as a strategic partner to families AND their trusted advisors. Assets stay custodied and managed by the family’s financial advisor regardless of investment platform. Families receive greater tax benefits and privacy than a Private Foundation without sacrificing flexibility or legacy.
BASIC LISTING
American Funds
Address:
333 S. Hope St.
Los Angeles, CA 90071
Phone:
800-421-8511
Website:
American Funds is one of the nation’s oldest mutual fund families, serving investors since 1931. We are also one of the nation’s largest, with more than $850 billion in assets representing more than 50 million shareholder accounts.* *As of December 31, 2011© 2012 American Funds Distributors, Inc.
BASIC LISTING
American National Insurance Company
Address:
1 Moody Plaza 9th Floor
Galveston, TX 77550
Phone:
877-446-6236
Website:
American National Insurance Company has been serving American Families and businesses for over 100 years. Our offerings include a full array of annuity and life insurance products as well as a complete pension design and administration service. Electronic submission speeds your business and streamlines the underwriting process.
BASIC LISTING
AssetBook LLC
Address:
1550 Deep Creek Dr. Ste. B, C, D
McHenry, MD 21541
Phone:
301-387-3238
Website:
AssetBook is redefining web-based portfolio management with ever-expanding flexibility and always with advisors in mind. A versatile package of value-priced features gives RIAs extraordinary power to monitor accounts and communicate with clients. This, along with an ongoing commitment to superior service, is what makes AssetBook an industry leader.
BASIC LISTING
Bridgeway Funds
Address:
20 Greenway Plaza, Suite 450
Houston, TX 77046
Phone:
713-661-3500
Website:
Bridgeway Capital Management, Inc. is a Houston-based investment management firm and adviser to the Bridgeway Funds. Bridgeway offers expertly designed investment building blocks to select institutions and advisors. Statistically driven and grounded in academic theory, Bridgeway’s disciplined investment process reflects our passion for evidence, data and logic.
BASIC LISTING
BSI, part of CCH, a Wolters Kluwer Company
Address:
17 & 45 Robertson Street
Hastings, East Sussex UK TN34 1HL
Phone:
+44 (0) 1424 205 425
Website:
Providing some of the most respected internet publications in the fields of business, tax, law and investment. Our specialist publications are enjoyed globally by 3 million readers every year including; business owners, tax and finance professionals, offshore professionals and intermediaries, executives and entrepreneurs, advisors, high net worth individuals, expats and investors.
BASIC LISTING
CFA Institute
Address:
560 Ray C. Hunt Dr.
Charlottesville, VA 22903
Phone:
434 951 5499
Website:
CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We administer the CFA and CIPM credentials and the Claritas Investment Certificate, and offer world-class education and professional development opportunities.
BASIC LISTING
CMG Capital Management Group, Inc.
Address:
1000 Continental Drive, Suite 570
King of Prussia, PA 19406
Phone:
610.989.9090
Website:
CMG is focused on providing you with tactical investment solutions across multiple asset classes. These unique, tactically managed strategies are based upon quantitative models or other defined trading processes: made available to you through managed accounts, tax deferred variable annuities and mutual funds.
BASIC LISTING
College for Financial Planning
Address:
8000 E Maplewood Ave, Suite 200
Greenwood Village, CO 80111
Phone:
303-704-0245
Website:
The College for Financial Planning (www.cffpinfo.com) is the nation’s leading provider of financial education. Founded in 1972, the College created the prestigious Certified Financial Planner™ (CFP®) certification and has educated more than 130,000 professionals. Graduates of the College are consistently ranked as the best financial advisers in the nation.
BASIC LISTING
Dimensional Fund Advisors
Address:
6300 Bee Cave Road, Building One
Austin, TX 78746
Phone:
512-306-2332
Website:
Dimensional provides clear and innovative investment solutions that add value, an investment philosophy that resonates, strategies to help advisors grow and transition their business, and a thriving community of peers learn from and share with. Dimensional employees will be available to discuss the firm’s leading advisor investment and business solutions.
BASIC LISTING
ExpertPlan Retirement Plan Services
Address:
50 Millstone Road, Bldg. 400, Suite 300
East Windsor, NJ 08520
Phone:
866.929.2525
Website:
ExpertPlan is a provider of retirement plan solutions with a product base offering in Defined Contribution and Defined Benefit plan recordkeeping, administration and consulting services. We partner with CPA’s to provide a scalable web-based system, that can be customized to integrate with your firm's business and distribution model, resulting in reduced costs and increased efficiencies.
BASIC LISTING
Fenimore Asset Management
Address:
384 North Grand St.
Cobleskill, NY 12043
Phone:
518-823-1208
Website:
Fenimore Asset Management is a research-based, independent investment advisor and manager of the FAM Funds: FAM Value Fund, FAM Equity Income Fund, FAM Small Cap Fund, and separate accounts. We are fundamental Value investors. The FAM Funds are characterized by low-turnover, concentrated portfolios, and are managed toward the preservation and long-term appreciation of capital.
BASIC LISTING
Fidelity Charitable
Address:
82 Devonshire Street, Z3B
Boston, MA 02109
Phone:
617-563-0982
Website:
Fidelity Charitable is the brand name for Fidelity® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable logo is a service mark, and Fidelity Charitable and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license.
BASIC LISTING
Fidelity Charitable
Address:
200 Seaport Boulevard, Z3B
Boston, MA 02110
Phone:
303-513-8955
Website:
Fidelity Charitable®, an independent public charity with a national donor-advised fund program, has helped advisors and their clients achieve their philanthropic goals for the past 20 years. Learn about the benefits of donor-advised funds and how they are being successfully used as both an alternative and a complement to other charitable vehicles.
BASIC LISTING
Fox Financial Planning Network
Address:
6540 Lusk Boulevard, Suite C225
San Diego, CA 92121
Phone:
888-403-2328
Website:
We transform the way advisors operate by providing the training, pre-written workflows and consulting to systematize the delivery of your client services in the quickest, most cost-effective way. This enables advisors to integrate all the segments of their practice including technology, systems, operations, client acquisition and client services.
BASIC LISTING
Fujitsu Computer Products of America, Inc.
Address:
1250 E Arques Ave.
Sunnyvale, CA 94085
Phone:
408.746.7054
Website:
Fujitsu ScanSnap scanners take the complication out of document imaging with one-button ease of use. Perfect for home and small business environments, the ScanSnap family of scanners bring duplex multi-sheet scanning to everyone, combining performance and affordability in a compact size.
BASIC LISTING
Institute for Divorce Financial Analysts
Address:
2224 Sedwick Drive, Suite 102
Durham, NC 27713
Phone:
800-875-1760
Website:
The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena. Celebrating our 20th Anniversary in 2013, IDFA provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial analysis.
BASIC LISTING
inStream Solutions
Address:
8200 Greensboro Drive Suite 1150
Mclean, VA 22102
Phone:
571-405-3700
Website:
inStream is the industry’s first proactive financial planning platform and financial services marketplace.
BASIC LISTING
Investment Management Consultants Association (IMCA)
Address:
5619 DTC Parkway Suite 500
Greenwood Village, CO 80111
Phone:
303.850.3081
Website:
Investment Management Consultants Association® is the certifying body for the CIMA® and CPWA® certifications and delivers world-class investment consulting and wealth management education though membership, conferences, research and peer-reviewed publications.
BASIC LISTING
IPS AdvisorPro
Address:
9130 S. Dadeland Blvd, Suite 1625
Miami, FL 33156
Phone:
305-670-4440
Website:
Meet Conference speakers Norm and Linda Boone at the booth and join thousands of other advisors who are using IPS AdvisorPro®, named Morningstar’s Best Software of the Year. IPS AdvisorPro®, an online tool to help financial professionals quickly and easily write high quality totally customized Investment Policy Statements.
BASIC LISTING
Jefferson National
Address:
9920 Corporate Campus Drive, Suite 1000
Louisville, KY 40223
Phone:
502-515-7813
Website:
Jefferson National innovates tax-deferred investing for independent RIAs and fee-based advisors by engineering the first no-load variable annuity with a flat-insurance fee and the industry’s largest selection of over 400 tax-deferred funds. Topping $1.5 billion in sales, Jefferson National has helped investors save more than $40 million in insurance fees.
BASIC LISTING
Jensen Investment Management
Address:
5300 Meadows Rd. Suite# 250
Lake Oswego, OR 97035
Phone:
503.726.4384
Website:
For Jensen, quality is key. We invest in a select group of Americas top businesses to create competitive strategies composed of companies that value consistency, stability and shareholder value as much as we do. Jensen offers two unique investment strategies: The Jensen Quality Growth Portfolio and the Jensen Value Fund.
BASIC LISTING
Junxure
Address:
3651 Trust Drive
Raleigh, NC 27616
Phone:
866.586.9873
Website:
Junxure is a practice improvement firm that provides technology, consulting, and training to help advisors build their dream firm. Junxure’s industry-leading technology solutions provide CRM and office management through powerful workflow automation tools while ClientView Live provides a secure client portal to extend your services to the web.
BASIC LISTING
Low Load Insurance Services, Inc.
Address:
2907 W. Bay to Bay Blvd. Suite 102
Tampa, FL 33629
Phone:
813-902-0002
Website:
From online quote requests to ongoing education to creative solutions in overcoming underwriting challenges, we provide the recommendations and the tools fee-only financial advisors need to protect their clients’ way of life. We are The advisor’s insurance advisor,™ experts in finding the right insurance based upon a client’s needs and their fee-only financial advisor’s recommendations.
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BASIC LISTING
Markel Cambridge Alliance
Address:
30 Kimball Avenue, Ste 203
S. Burlington, VT 05403
Phone:
800-691-1515
Website:
Markel Cambridge Alliance offers Errors & Omissions Insurance for Registered Investment Advisors (RIAs) and Investment Advisory Representatives (IARs). The program is available in all 50 states and is referred by several financial associations and custodians. Their experienced staff specializes in individualized service.
BASIC LISTING
Millionaire Corner
Address:
840 South Waukegan Road Suite 211
Lake Forest, IL 60045
Phone:
224-544-5329
Website:
Millionaire Corner is the premiere destination for investors to gain insight into investment decisions based on proprietary research conducted by our parent company, Spectrem Group. Our “Find an Advisor” service features advisor profiles and custom videos. Also included in the Millionaire Corner Membership is a client satisfaction survey, completed by our independent research department, with results compared to other advisors across the country.
BASIC LISTING
MoneyGuidePro
Address:
1588 Oakbridge Terrace
Powhatan, VA 23139
Phone:
800-841-5312
Website:
MoneyGuidePro financial planning software makes sophisticated, Goal-based planning fast and easy. Because MGP is smart, easy-to-use and adaptable, each Advisor can provide a personalized planning experience for each client. MGP includes retirement and college planning, asset allocation, insurance needs analysis and estate planning.
BASIC LISTING
National Association of Estate Planners & Councils (NAEPC)
Address:
1120 Chester Ave., Ste. 470
Cleveland, OH 44114
Phone:
866-226-2224
Website:
The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning.
BASIC LISTING
NetWorth Services, Inc.
Address:
1661 E Camelback Road, Suite 200
Phoenix, AZ 85016
Phone:
(602) 222-6380
Website:
NetWorth Services, Inc is a financial web application and SaaS software company. Its flagship product, Netbasis, is an award-winning cloud application that accurately determines the adjusted cost basis for securities. NetWorth offers a suite of cloud-based financial solutions that allow businesses to work more efficiently, maintain compliance, and create new pathways to profit.
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