
About this Event
Welcome to the Financial Planning CE Summit!
Join us for an exciting day of learning and networking at the The Aerie at Eagle Landing. This in-person event is a great opportunity to expand your knowledge and connect with other professionals in the financial planning industry. Whether you're a seasoned expert or just starting out, there's something for everyone at the summit. Don't miss out on this chance to grow your skills and make valuable connections. See you there!
Agenda
🕑: 09:00 AM - 10:30 AM
Navigating the Evolving Mortgage Marketplace
Info: Extending far beyond the traditional loans you grew up with, today’s Mortgage options are creating new ways to help clients achieve their financial objectives. As clients grow individually, with families and when they look to retire, homeowners and would be homeowners need to be aware and educated, so as not to miss out on options that can have a long-lasting impact on their wealth building and retirement goals.
This session will address the new loan types and their suitability with today’s consumers. Key themes include navigating the affordability challenge, ongoing interest rate volatility and increased risk management as early stage mortgage delinquencies show a sustained upward trend.
Market trends affect all our choices, even if a majority of our clients are well funded. Family situations factor in, whether a client is looking to give a housing ‘leg up’ to adult children, assist aging parents or wants to evaluate the use of home equity as a income strategy in retirement.
🕑: 10:30 AM - 11:30 AM
Better Outcomes for Senior Clients
Info: When older adults begin exploring assisted care, whether it is a move to a community or in-home help, the decisions involve more than lifestyle adjustments – it activates the significant financial considerations that you and your clients have been planning for. The logistics can be overwhelming for clients and their families. Stephanie Johnsen and Jenn Buman present Better Outcomes for Senior Clients, the integration of care suitability and financial sustainability. This session will cover the ongoing changes in the senior housing and care landscape, including Retirement & Assisted Living, Memory Care, Adult Care homes, In-Home care and crisis intervention support. Recognizing when ‘the time is right’ will reduce the risk of overspending or making uniformed long-term housing and care decisions.
🕑: 11:30 AM - 01:00 PM
Active? Passive? The Wrong Questions Fiduciaries Are Asking
Info: For decades, the debate between active and passive investing has dominated investment discussions… but is this the question that we should even be asking? As fiduciaries, it is not our responsibility to pick sides – active or passive - but rather, to seek the best possible outcomes for clients. Traditional active management is riddled with pitfalls - high fees, unpredictable performance, and the challenge of identifying persistent skill. On the other hand - rigid indexing can lead to forced trades, unnecessary turnover, and missed opportunities. In this session, we will explore what it would look like if you were open to a blank slate approach. Rather than fitting investments into a predefined box, we ask: What insights can we trust? What strategies have stood the test of time? And how do we balance costs, benefits, and complexities in portfolio construction? With the rise of active ETFs and new investment vehicles, due diligence matters more than ever. Manager trust, track record, and
Event Venue & Nearby Stays
The Aerie at Eagle Landing, 10220 Southeast Causey Avenue, Happy Valley, United States
USD 247.27