Continental Breakfast

Asset-Map (Financial Planning)
Alison Susko – Head of Community
Holistiplan (Tax Planning)
Torie Happe – Head of Partnerships
Vanilla - Speaker TBD

Session Description: How are you making life easier for yourself? How are you improving efficiencies, streamlining daily business activity, and client communication, and follow up? These three enterprise technology solutions can help grow, differentiate, and improve the quality of advice you are presenting to prospects and clients.

Jennifer Biack, MBA, CFP, CDFA
VP, Financial Planning Group, Mercer Advisors

Congratulations! You have curated the most effective tech stack to properly serve your clients! What is next? Learn how the Vice President of Financial Planning at one of the fastest growing RIA’s, Mercer Advisors, leverages financial planning and tax technology to better communicate with clients and win new business.

Moderator:
Paul Dougherty, LUTCF, FSS, LACP
Panelists:
Bonnie Treichel - Chief Solutions Officer, Endeavor Retirement
Gary Altman, Esq.,- Founder, Altman & Associates
Diane Boyle, NAIFA
SVP Government Affairs

The BBB Tax Act is changing how clients and planners look at estate planning, particularly in view of the elimination of Federal estate tax for most individuals and married couples. Instead, planning to achieve a basis step up for all of a married couple’s assets at the first death, or even before death, is a bigger concern and goal for most individuals and married couples. Learn how to get a new basis by the creative use of general powers of appointment.

Estate Planning for Short Life Expectancies
Gary Altman, Esq., Altman & Associates
What do you recommend when a client tells you that he is likely to die within the next 90 days?

Purse Strings & Power Plays: The New Era of Female Clients
Carmen Bississo, Vanessa Echeverria, Sara Mikulsky, Erika Marino, Suzanne Scherer She Invests, She Decides - the Future of Finance is Female. According to two recent studies that show women are increasingly making the financial investment decisions for their family. How does that change the playing field for financial advisors?

Diversify Your Business by Through Holistic Planning
Asset - Map, Holistiplan