Session 1: “Secure Your Clients' Retirement: Transforming Social Security into Winning Retirement Strategies.”

With the baby boomers starting to hit age 62, it is more important now than ever before for financial professionals to understand Social Security retirement benefits and the role they can and should play in their clients' retirements. This course is intended to provide financial professionals information necessary to help their clients through the process of deciding when to commence Social Security retirement benefits and strategically incorporate them into clients' overall retirement objectives.

Speaker Jennifer Taboada is a member of BlackRock’s Advisor Insights team, has been in the financial services industry for over 15 years, and has deep experience creating and presenting educational programs on financial planning topics. Currently, she leads the Social Security Consulting team at BlackRock and serves as a national specialist on financial planning topics including Social Security and Behavioral Finance. Jen is an active member of BlackRock’s Women’s Initiative Network and believes that engaging and fostering the full potential of women is key to financial planning success. Her service dates back to 2007, including time spent as an Investment Management Associate covering Independent financial advisors in Georgia and Alabama.

Session 2:  "Designing the Three Lanes for your Succession Blueprint : Your Clients, Your Liquidity Event, Your Successors."

• Learn how to provide the continuance of fiduciary Duty of Care as required by the CFP code of ethics for their clients.
• Learn the liquidity event agreement details including , the many ways to value their asset, deal structure choices, funding choices, purchase price allocation model choices , tax treatments.
• Create a process of due diligence to source the correct buyer fit and for the buyers in the audience how to position their business for successful acquisitions .
• Receive a framework to complete succession strategy:
  • Learn how to analyze clients needs for the future,
  • How to better understand the underlying asset value of their business and what changes need to occur prior to succession event, and
  • How to assess the integration value of an acquisition.

Speaker:  Frank C. Mindicino, CFP®, APMA® Enterprise Financial Services Subject Matter Expert. Founder and Managing Partner of Practice Growth Partners. Complex Team Franchise Consultant for Ameriprise Franchise owners. Frank C. Mindicino founded Practice Growth Partners in 2007. It is one of the only firms in the industry that specializes in helping independent financial services professional evolve from a sole practitioner to an Enterprise business. The Enterprise model provides clients an integrated care model that is rooted in the Fiduciary Duty of Care responsibilities because clients require a team of specialists to deliver the care they need in today’s complex financial services world. Exams passed, series 6, 7, 9, 10, 22, 24, 63, SIE. Frank’s 40-year professional experiences include compliance services, integration of the financial services industry firms including accounting, banking, financial planning and wealth management, guest speaker and panelists for industry related events, leadership services for teams identified in Barron’s 2021 top 100 independent advisors. Frank holds a bachelor’s degree in Music Education from the Dana School of Music affiliated with Youngstown State University. He is a Certified Financial Planner® (CFP®) professional, Accredited Portfolio Management Advisor (APMA®) Designee.

Tickets

$80.00 FPA Member (In Person Meeting)

$0.00 FPA Members 2021 PrePaid

$0.00 FPA Member 2021 PrePaid Webinar Only

$70.00 FPA Member Webinar Only

$160.00 FPA Non Member (Repeat Guest In Person Meeting)

$140.00 FPA Non-Member Repeat Guest Webinar Only