BURLINGAME, Calif., Jan. 20, 2021 /PRNewswire/ — CalCPA introduced at the moment that Dr. David Kelly, Chief World Strategist and world-renowned skilled from J.P. Morgan Asset Administration, will ship the keynote at its upcoming ADVI$OR on-line convention centered on private monetary planning (PFP) and wealth administration.
Newly created, ADVI$OR is designed for extra superior and skilled CPA monetary planners, wealth managers and funding advisors advising excessive internet value people and household workplaces on present points impacting their wealth.
“Latest challenges as a result of pandemic and total financial uncertainty have added a number of layers of complexity to the markets and have a direct influence on wealth preservation,” mentioned Brad Monterio, Chief Studying Officer for CalCPA. “CPA monetary planners will profit from our ADVI$OR program as a result of it tackles well timed points reminiscent of ESG Investing, the newest regulatory adjustments, and alternative zone investments in opposition to this advanced backdrop.”
Convention Planning Committee Chair Mitchell Freedman, CPA/PFS, CEO of MFAC Monetary Advisors, sees ADVI$OR as a platform for fellow monetary planners to discover methods to assist purchasers scale back threat and place them for monetary success, as he discusses here.
ADVI$OR takes place January 22 starting at 8am PT. Agenda and registration info is discovered at www.calcpa.org/advisor. The nationally acknowledged specialists talking in the course of the convention embody:
Dr. David Kelly, CFA, Chief World Strategist at J.P. Morgan Asset Administration
Dr. Glenn Freed, CPA, Chief Funding Strategist at Syntax Advisors
Samuel Adams, CEO at Vert Asset Administration LLC
Jonathan C. Lurie, Esq., Companion at Venable LLP
Michael Fitzpatrick, Companion at Baker Tilly
Theodore Sarenski, CPA/PFS, Wealth Supervisor at Capital One
Mitchell Freedman, CPA/PFS, CEO of MFAC Monetary Advisors, Inc.
Sheryl Rowling, CPA/PFS, Founder at Rowling & Associates
Jimmy Williams, CPA/PFS, CFP®, CEO at Compass Capital Administration LLC
Greg Friedman, President & CEO at Personal Ocean Wealth Administration
Daniel B. Seivert, CEO & Managing Companion of ECHELON Companions
Kirsten Boer, Director, Shopper Relations at Sustainalytics
Bob Birgen, CPA, Principal at Abridge Companions, LLC
Fred Reish, ESQ., Companion at Faegre Drinker Biddle & Reath, LLP
CalCPA traces its heritage to 1903 when the California State Society of Licensed Public Accountants was organized. In 1909, it merged with two different state CPA associations to type CalCPA. CalCPA serves greater than 43,000 members in public observe, non-public trade, academia and authorities, and has 14 chapters throughout California. CalCPA additionally gives greater than 1,400 dwell programs, conferences, webcasts and on-demand self- programs yearly. For extra info, please go to www.calcpa.org.
SOURCE California Society of CPAs