Agenda

Earn 4.5 NAPFA CEs and 3.0 CFP CEs (pending).

February 3, 2023

9:00 AM – 9:15 AM

Opening Remarks

9:15 AM – 10:15 AM

Financial Planning for Real Estate Investors

Cynthia Meyer, CFA®, CFP®, ChFC®, Founder of Real Life Planning

According to a recent Bankrate survey, 29% of adults said real estate investing was the best way to build wealth. Are you talking to your clients about their real estate goals? Join Cynthia Meyer, CFA®, CFP®, ChFC®, the founder of Real Life Planning, to understand how financial planners can help real estate investors:

  • Buy – help clients prepare for direct property ownership
  • Manage – coach clients on operations and best practices to manage their real estate assets
  • Scale – help clients grow their real estate portfolio over time, while continuing to grow their other investments
  • Change – help clients navigate changes in their real estate holdings

Learning Objectives:

  • Learn about the market for real estate investing
  • Understand what the real estate investor client wants from a planner
  • Learn to identify and advise on a variety of real estate planning opportunities

10:15 AM- 10:30 AM

Break

10:30 AM -11:30 AM

Doing Good in the Board Room – Lending Your Expertise to Non-Profits

Maya Tussing, Partner with Fairlight Advisors

Financial professionals who sit on nonprofit boards are frequently tasked with the oversight of the organization’s financial wellness. What does that mean and what does it entail? Maya Tussing, Partner with Fairlight Advisors, will lead a discussion on what makes nonprofit financials and investment management unique and what is required to be a good fiduciary steward of these special organizations.

Learning Objectives:

  • Learn to advise nonprofits on how to manage revenue and cash
  • Determine how to create and advise on an endowment
  • Understand governance best practices for nonprofits

11:30 AM – 11:50 AM

West Region Board Update

11:50 AM – 1:15 PM

Lunch

1:15 PM – 2:15 PM

High Net Worth Advisor of the Future

Mark Peterson, BlackRock director Advisor Insights

Just like financial markets, your clients continue to evolve. The next ten years will not look like the last ten years, and understanding the shifting client landscape – including the increased concentration of wealth among investors and $70 trillion of intergenerational wealth transfers – will be critical to your serving these clients. The session will explore the key portfolio construction themes that will help you plan for a successful future for your clients.

Learning Objectives:

  • Understand how to build trust with more complex clients and to navigate the world of what clients want versus what advisors think they want
  • Learn some of the megatrends on the horizon and how firms are preparing for the future and tomorrow’s clients
  • Determine how to add value to client portfolios when markets don’t

2:15 PM – 2:30 PM

Break

2:30 PM – 2:45 PM

Sponsor Time

2:45 PM – 4:00 PM

Your Niche is Bigger than You Think

Sonya Dreizler, Co-Founder of Choir, author/speaker

Is your imagination limiting the potential growth of your business? In this interactive presentation, we'll learn and practice a crucial mindset shift you can bring to your marketing. Without changing your business model, you can cast a wider net and increase the number of potential clients. Let's retrain your brain and expand what is possible for your business.

Learning Objectives:

  • Identify patterns of thinking that limit who we think of as a prospect or who we think of as qualified for different roles. Learn to press pause to slowly train your brain away from built-in bias
  • Learn how to find and listen to a wide array of perspectives, including seeking out those of women and people of color. Switching how we listen so we do so to understand, not to compare or respond
  • After putting the first two techniques to work, review how your business and marketing efforts resonate with the new, fuller scope of your niche. Reimagine, this time with a broader perspective of what is possible

4:00 PM – 4:30 PM

Wrap Up and Questions

4:30 PM

Happy Hour