Advanced Personal Financial Planning Conference 2013
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
AICPA Insurance Trust
80 Livingston Avenue
Roseland, NJ 07068
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
National Association of Estate Planners & Councils (NAEPC)
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.
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.