Apr 27 2022 8:00AM

KEYNOTE - Post-Pandemic Positioning Ideas for 2022

As the economy recovers from the symptoms of an extended global pandemic, many financial professionals are searching for ways to position client portfolios for secular growth trends in the years ahead. But concerns linger over potential inflationary pressures, valuations, and other risks. Ryan Issakainen will address these topics and others, while laying out the case for some of our favorite investments themes.

Apr 27 2022 9:25AM

Hot Topics in Estate Planning

This seminar will provide an up-to-date review of hot topics in estate planning, including: planning for qualified retirement benefits post-SECURE Act; planning with emerging asset classes, like cryptocurrency; the use of split-dollar life insurance agreements under new 2036 guidance; and trust planning in Connecticut after its enactment of the Uniform Trust Code. Participants will receive practical tips to further engage clients in solid planning in today’s environment.

OBJECTIVES
1. Understand how recent federal and state legislation has impacted estate planning for retirement assets and with irrevocable trusts
2. Understand the unique challenges and interesting planning opportunities on the frontier of cryptocurrency
3. Understand the basics of split-dollar agreements for life insurance and how to structure them to avoid negative tax treatment

Apr 27 2022 9:25AM

Incorporating ESG into Portfolios

Chris Lee, CFP, will moderate this session where you will learn how financial professionals are increasingly differentiating their services using environmental, social and governance (ESG) criteria. Through our panel of 3 ESG specialists, we will discuss the screening process, business ethics, and corporate governance involved with the ESG selection and process.

Apr 27 2022 9:25AM

RESPECT: The Ascendancy of Millennials & How the Future of Finance is More Female

This session provides an analysis around the rise of the millennial generation, how they will impact the future landscape of the economy, and how women will play a central role in the economy and finance industry, along with discussion of how to factor this into a successful book of business.

Apr 27 2022 10:50AM

goRIA: Everything You Wanted to Know About Going RIA (but were afraid to ask)

This "open forum" panel discussion will give you the opportunity to directly engage with some of the industry's top thought leaders about what, exactly, is involved with "Going RIA" or "Joining an RIA". Topics will include: transition strategies, compliance considerations, technology, custody and more.

Apr 27 2022 10:50AM

MIT vs Long Term Care

Long-term care in Connecticut is very expensive. Long-term care insurance is an expensive option to help pay. Those who can afford premiums may have policies that cannot cover the full cost of care. In this session, you’ll learn a way to compliment long-term care insurance by using a Medicaid Irrevocable Trust (MIT). For some, an MIT can even be used in lieu of long-term care insurance. Assets retitled into an MIT are off limits for long-term care expenses after five years. But those assets still get the step up in basis upon death and have certain creditor protections.

Apr 27 2022 10:50AM

SuccessionFit

Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, as well as the content of his podcast, “SuccessionFit,” Tom Hine will explain and explore the world of succession and continuity planning for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. The objective is to help owners maximize and monetize their practices by showing them how to prepare their company for sale or merger, and the importance of protecting their life’s work.

Apr 27 2022 12:00PM

KEYNOTE - 2022 Market Outlook and Key Investment Themes

This session features macro, equity and fixed income themes from the perspective of various Capital Group Investment Professionals and economists.

The learning objective is to deepen understanding of current – key opportunities, trends and risks.

Apr 27 2022 1:30PM

KEYNOTE - Inflation & Infrastructure Spending: What it Means for the Economy & Client Portfolios

After a choppy start to markets in early 2022, expectations remain for global growth to slow, but for inflation to remain elevated. In this environment of stagflationary outcomes, Michelle will discuss the impact of inflation on the global economy & client portfolios and why many investors are turning their attention to real assets. Michelle will discuss the three key historical benefits of a strategic allocation to real assets: outperformance during inflationary periods, diversification potential and attractive total returns. She will also provide a special focus on infrastructure investing in light of the passage of various fiscal spending packages both in the U.S. and abroad.

Apr 27 2022 2:50PM

CT UPDATE - The State of Business in Connecticut & Legislative Update

Two-plus years after the pandemic upended the global economy, Connecticut's recovery is at a crossroads. Chris DiPentima, president and CEO of CBIA, the state's largest business organization, reviews how COVID-19 changed the workplace and the nature of work, where our economy and job recovery stand in relation to the region and the country, Connecticut's fiscal outlook, and the opportunities and challenges ahead–including an update on the current legislative session.

Apr 27 2022 2:50PM

PEPs: The 401K Solution For Advisors That Hate 401Ks

This panel discussion will cover all aspects of PEPs (Pooled Employer Plans). As you may know, the SECURE Act has created an opportunity for small to mid-sized employers to “band together” to achieve better pricing and services efficiencies for their retirement plan needs. Especially now that Connecticut has MANDATED that all employers with 5 or more employees MUST have a retirement plan, PEPs have become a solution that all advisors need to be aware of. This panel will not only explore options for implements a PEP, but will also compare and contrast various PEP options vs. the Connecticut State Plan. If you have clients with 5 or more employees… this is a discussion you will not want to miss.

Apr 27 2022 3:50PM

KEYNOTE - Geopolitical Issues that will Forge Future Investment

Frank will bring a great sense of humor along with very real time info on what is going on in Washington and abroad and how it may impact markets. The political environment changes rapidly and Franks job is to give insights real time to large institutional clients so they may make informed investment decisions. Frank has deep relationships in Washington and beyond and always brings insights to clients beyond what they hear on the news or from their political analysts that in most cases are junior to Frank. The info Frank will present will be focused on US politics and abroad based on most current events and what at the time is most relevant to portfolios.