FPA of Northern New England Continuing Education Seminar - Hilton Burlington, Burlington, VT
Join us for our first cont. educ. seminar of 2018 on Friday, March 16 at the Hilton Burlington and make plans to join us on Thurs. evening, March 15 for a Special FPA Member Meet & Greet from 5:30 - 7:00 p.m. at the hotel. Attendance at the Friday, March 16 program is not a requirement to attend the evening event!
Now Approved for 4.0 CFP CEUs for our main program and for 2.0 additional CFP CEUs for the optional ethics program that starts at 2:00 p.m.
Here is the list of program topics and speakers:
Beyond Emotion: An Introduction to Quantitative Investing
Ashvin Viswanathan, CFA, Gerstein Fisher Investment Strategy Group, New York, NY
The presentation will provide an overview the Quantitative Investing approach, how application of that methodology can be used within a client portfolio and how it relates to Behavioral Finance.
Ashvin Viswanathan, CFA, Gerstein Fisher Investment Strategy Group, New York, NY
The presentation will provide an overview the Quantitative Investing approach, how application of that methodology can be used within a client portfolio and how it relates to Behavioral Finance.
An Introduction to Special Needs Planning
James A. Caffry, Esq., Caffry Law, PLLC, Waterbury, VT
The session will start with a brief overview of special needs planning generally for individuals with disabilities and their families, and then focus on the different kinds of Special Needs Trusts (“SNTs”) available to persons with disabilities – First-Party, Third-Party and Pooled Special Needs Trusts. This will include a discussion of SNT Trustee considerations, Trust Protectors, housing and SNTs, as well as SNT provisions to look for, and trust terms to avoid. The session will also discuss ABLE Accounts, sometimes referred to as “disability savings accounts,” that are now an available option for persons with disabilities that will allow those individuals to save or receive money without jeopardizing eligibility for means-tested public benefits. The session will discuss the pros and cons of the different types of SNTs and ABLE Accounts, and the important factors that need to be considered when choosing between these different special needs planning options.
An Overview of International Taxation Issues for Clients
Claude Schwesig, CPA, President, Shareholder, Herrick Ltd., Burlington, VT
The session will provide basic guidance on international tax issues that could have an impact on your clients. Topics to be considered: streamlined offshore filing procedures vs. offshore voluntary disclosure program; Canadian retirement accounts; real estate in Canada, Canadian Deemed Disposition Concept; US estate tax rules; residency vs. citizenship; US citizens /residents with foreign accounts; foreign inheritances & gifts and owning assets in foreign countries.
Estate Planning Considerations for Retirement and Digital Assets
Molly Bucci, Esq., Clarke Demas & Baker, Burlington, VT
Many clients have accumulated a considerable amount of assets in their retirement accounts. These assets may be in their 401(k), another type of qualified plan, a 403(b) arrangement, a traditional IRA. However, many clients are unaware of the strict rules governing the treatment of IRAs once they are inherited or how the rules can change depending on the choice of beneficiary. This session will cover how careful planning can lessen tax consequences and/or ensure beneficiaries receive distributions for an extended period of time. As owning digital property becomes the norm, estate plans need to employ new strategies. If an estate plan doesn’t account for digital assets properly, a client’s heirs may not be able to access them. Family photos and videos could be lost forever, social media accounts could stay up long after a client has passed, and heirs may not receive all the money that they are entitled to receive. The presentation will highlight recent updates in Vermont law regarding UFADAA (Uniform Fiduciary Access to Digital Assets Act).
Optional Interactive Ethics Workshop
Free to all main program attendees.
Dan Candura, Candura Group, Braintree, MA
Click here to review the program flyer for pricing and further information.
You may register online with a credit card by clicking on the Register Now button below or by sending in the form.
Do you like to ski? FPA members only are invited to take part in the 1st Annual FPA of NNE Ski Day on March 15 on the slopes in Stowe, VT. No cost for members! Separate sign up required. Click here to learn more and to register.
Will you need a hotel room at the Hilton Burlington? If so, please call 1-800-445-8667 and ask for the FPA rate of $149 plus tax.