March 2024 Education Meeting

FREE TO FPA MEMBERS ($65 for non-members)

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TOPIC #1: 12 IRA Mistakes: Help Your Clients Avoid Common and Costly IRA Pitfalls
SPEAKER: Stephen Gilbert, CFP®, CLU®, ChFC®, RICP®, CRPC®

About the presentation: Help Your Clients Avoid Common and Costly IRA Pitfalls Nearly 40 percent of household financial wealth in the U.S are retirement assets, with IRAs accounting for the biggest share totaling $9 trillion. With nearly 10,000 baby boomers turning age 65 everyday, more Americans than ever before will be making decisions regarding their IRAs. Unfortunately, navigating the labyrinth of IRA rules and regulations can be complex and a tax trap for the unwary. This presentation will provide a detailed discussion of the most common and costly IRA mistakes people make and how to avoid them. The course will cover mistakes regarding contributions, rollovers, Roth conversions, distributions, RMDs and beneficiary designations. Understanding the IRA rules and how to help clients avoid common and costly mistakes will help you become your clients’ IRA financial professional of choice.

About the Speaker: Steve Gilbert possesses a broad depth of experience that comes from over 25 years of service in the financial services industry. As part of Prudential’s Advanced Planning and Solutions team dedicated to the Annuities business, Steve works extensively with financial professionals, CPAs, and attorneys, aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning.  Steve earned his B.S. from The Pennsylvania State University in Business Management. He has attained his CFP®, CLU®, ChFC®, CRPC® and RICP® designations. He is a member of the Financial Planning Association.

TOPIC #2: Diversity, Equity, and Inclusion: Creating a more welcoming environment for people with less privileged identities
SPEAKER: Travis Walker

About the presentation: Diversity alone does not increase an organizations effectiveness, however, research generally indicates that companies that lead on DEI strategies are likely to emerge stronger, bounce back quicker, and strengthen performance and organizational health. This course will guide you through some of the more important, yet often overlooked, diversity concepts such as bias and inclusion. It will then review why diversity matters to a company’s overall health and bottom line as well as what the attendee can do to help encourage a more successful and diverse workforce.

About the Speaker: Travis Walker is a business solutions and diversity consultant for Allianz Life Insurance Company of North America. With more than 15 years at Allianz Life, Travis has broad experience in how the financial services industry can address the needs of diverse groups.

Continuing Education: FPA NEO will request credit for these programs, which will total two hours of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.

Reservation Policy: All attendees are encouraged to register in advance before noon 03/20/24 and walk-in reservations will be accepted on a space-available basis only. In person meeting cost is free for FPA members and $65 for non-members. If you reserve and are unable to attend, please call the office or email admin@fpa-neo.org to cancel by noon 03/20/24 to avoid a no-show reservation billing of $10.00.