September Quarterly Meeting

September 18, 2018
8:30 AM CDT - 1:15 PM CDT
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Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704
https://www.maplebluffcc.com/
 Directions

Please join FPA of Wisconsin for our last meeting of 2018.  Topics include an overview of health savings accounts (HSAs); trends in integrating a client’s values into investment decisions; measuring what matters by removing complexity in your activities and simplifying products to work more efficiently; and finally a practical guide to identify the warning signs of lack of capacity and undue influence. 

Meeting Agenda:
8:30 - Registration and Networking
8:45 - Welcome and Opening Remarks
8:50 - Benefits of HSAs and How Planners Can Utilize Them in Aiding Their ClientsTimothy McDonald & Daniel Simandl, von Briesen & Roper, s.c. - approved for 1 CFP CE & 1 WI Ins CE
9:40 – Break
9:55 - The Rise of Investing with your Values: Creating Wealth & Social Change - Tom Eggert, University of Wisconsin-Madison - approved for 1 CFP CE & 1 WI Ins CE
10:45 - Break
10:50 - FPA of Wisconsin Business
11:10 - Fast Track Your Clients Acquisition Potential: Measure What Matters! – Lewin Williams, Sr., First Trust
12:00 - Lunch 
12:20 - Recognizing and Responding to Incapacity and Undue Influence – Jonathan Ingrisano, J.D., Godfrey & Kahn, s.c. - approved for 1 CFP CE & 1 WI Ins CE
1:15 - Adjourn

Presentation Descriptions:

Benefits of HSAs and How Planners Can Utilize Them in Aiding Their Clients - this session will provide an overview of health savings account (HSAs), a tax-advantaged medical savings account available to taxpayers who are enrolled in a high-deductible health plan, the technical requirements applicable to HSAs, and how HSAs can be used in planning.

The program will review the fundamentals of HSAs: What is an HSA? Who is eligible to establish and contribute to an HSA? What is a high deductible health plan? What are the contribution limits for HSAs? How are contributions to HSAs and distributions from HSAs treated for tax purposes? How to use an HSA as a savings vehicle?

The Rise of Investing with your Values: Creating Wealth & Social Change - Investors do impact how businesses embrace sustainability, but there has been relatively little work done on educating investors (especially millennials) on the myriad of options available to them.  In addition, the myth still exists that investing with your values means you must sacrifice return.  This presentation focuses on the recent trends in integrating a client’s values into investment decisions, presents research that such integration need not impact returns, and views the explosion of options for investors (especially tech savvy investors) that proport to integrate values into investment decisions.  After having talked with a number of investment advisors, it is clear that the financial profession is poised to undergo significant change, driven largely by the demands of a new generation of investors.

Fast Track Your Clients Acquisition Potential: Measure What Matters! - Measuring what matters by removing complexity in your activities and simplifying products to work more efficiently.  This presentation is designed to help advisors streamline processes, consider new disciplines, refine time management, develop proper metrics and review service standards.

Recognizing and Responding to Incapacity and Undue Influence - the United States is in the early years of the largest generational transfer of wealth in history.  At the same time, rates of Alzheimer’s disease and other forms of dementia continue to rise.  As a result, trust and estate litigation is sharply rising, including claims challenging wills and trusts for lack of capacity and undue influence.  Jonathan Ingrisano will go beyond the legal elements of these claims to provide financial planning and investment professionals with practical guidance to identify the warning signs of lack of capacity and undue influence, and with best practices in response.

To view the speakers' bios - click here!

Tickets

$39.00 Member Fee

$139.00 Non-Member Fee

$60.00 First Time Guest

$70.00 Student - CFP Certificant Program

$70.00 Student - Financial Planning Degree Program

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