Personal Financial Planning Conference - VIRTUAL

Speaker: Ben Henry-Moreland, CFP®, EA - Senior Financial Planning Nerd at Kitces.com

New planning strategies often create confusion for both advisors and clients, especially when complex rules, unfamiliar terminology, and political branding create barriers to clear communication and objective analysis. With the introduction of Section 530A “Trump Accounts,” advisors must navigate new contribution structures, tax treatments, and planning use cases while determining where these accounts fit relative to more established vehicles like 529 plans and custodial accounts. In this webinar, Ben Henry-Moreland breaks down the core mechanics of Trump Accounts, including contribution types, growth-period restrictions, distribution rules, and post-age-18 planning strategies such as Roth conversions. He also highlights key pitfalls, including gift tax concerns, kiddie tax implications, and state-level tax differences, while offering practical guidance on how to explain these accounts to clients. This webinar concludes with a framework advisors can utilize when evaluating whether Trump Accounts align with client goals, particularly in the context of retirement-focused gifting strategies for children.

This session is available to registrants only.

Speaker: Dr. Daraius Irani, Ph.D. - Vice President of Strategic Partnerships and Applied Research at Towson University

Hear the latest about the Maryland economy from Dr. Daraius Irani. 

This session is available to registrants only.

Speaker: David Grau, MBA - Founder and CEO of Succession Resource Group

This session is still being planned.

This session is available to registrants only.

Speaker: Luke Kiely - Founder and Chief Security Officer of ComplyWise

Cybersecurity has quietly stopped being a differentiator and become the price of admission for being a financial profession. Failing to take it seriously is now being seen as borderline negligent. Drawing on twenty five years as a detective investigating fraud and cybercrime and working as a Chief Information Security Officer to financial firms, Luke Kiely walks you through the anatomy of fraud and the cyber attacks most likely to hit your firm. This leaves you with a handful of decisions, none of them technical, that help to stop it.

This session is available to registrants only.

Speaker: Ashley Murphy, CFP, GFP - Founder and Principal of Arete Wealth Strategists Australia

You will gain actionable strategies for integrating tax and investment planning, focusing on:

• Mitigating Liability Mismatches: Learn how to address core investment challenges, such as currency and liability mismatches, to ensure investment strategies align with a client’s international goals (e.g., mortgages, education, retirement in a foreign currency).

• Navigating Critical Tax Compliance Traps: Understand the burdensome compliance and steep taxation associated with Passive Foreign Investment Companies (PFICs), and how to identify and strictly avoid these foreign pooled investments for U.S. clients.

• Optimizing International Taxation: Review critical topics including Income Source Attribution, satisfying foreign Tax Residency definitions, proper handling of U.S. Tax Withholding, and effectively utilizing Foreign Tax Credits to mitigate double taxation.

• Addressing Investment Compliance Hurdles: Explore the regulatory environment including FATCA, and the restrictions that prohibit U.S.-registered mutual funds from selling outside their approved jurisdictions, as well as the impact of the EU’s MiFID II directive on the availability of packaged financial products to EU residents.

This session is available to registrants only.

Speaker: Shane Mason, CPA, CFP, CPWA - Co-Founder of Brooklyn Fi

By October 2027, AI will no longer be a novelty in financial planning, but a core layer of how advisors research, model, communicate, and serve clients. This session will examine where AI is creating real leverage, where it remains risky or overhyped, and how firms are using it across planning workflows, client service, compliance, and practice management. Attendees will leave with a practical framework for evaluating AI tools, redesigning advisor workflows, and adopting AI without sacrificing judgment, trust, or fiduciary responsibility.

This session is available to registrants only.

Speaker: Rebecca Sheppard Esq. – Partner, Special Credits Practice Group at Frost Law

Speaker: Peter Haukebo Esq. - Partner, Special Credits Practice Group at Frost Law

This session is still being planned. 

This session is available to registrants only.

Speaker: Jane Ryder, EA, CPA - Owner of Brass Tax Ryder Professional Group, Inc.

Review tax issues for gambling clients; lotteries, casino gaming, online gaming, and professional gamblers all may benefit from tax savings related to these rules. Learn Same-day loss netting above the line deduction, multiple W2-Gs for the same taxpayer, winnings paid in prizes other than money, and other tax issues for the recreational gambler. For professional gamblers, we'll discuss bona fide business expenses pre-and post TCJA, hobby loss rules, and more.

This session is available to registrants only.