The IAFP’s eighth annual Symposium was an educational milestone for the profession. Delegates were engaged in thought provoking sessions investigating Who Advises the Advisors in succession and estate planning, asset allocation, systematic withdrawal plans and the psychology of retirement. Congratulations to the Symposium committee; Melanie Twietmeyer, Kathy McMillan, and Russell Todd! From the beginning they brought an environment of enthusiasm and energy that made the Banff experience truly unforgettable! (21 photos are posted in our Banff Symposium photo gallery.)
IAFP Members can contact us at 1-888-298-3292 if they missed the Symposium and would like to purchase access to presentation materials.
The theme of Who Advises the Advisors was investigated using the case study as reference. The case study covered the personal and business needs of a typical 56-year-old financial planner looking to retire in the next 5 years. Speakers and Delegates examined issues around business valuation, succession and estate planning, asset allocation, systematic withdrawal plans, due diligence and professional liability. We also took a look at specific challenges with client relations, and a host of other issues related to end-of-career planning. We all came away enlightened on how professional resources can help a planner transform a successful career into successful retirement!
Saturday participants explored the next step in ETF evolution, then engaged in roundtable discussions for a case study review led by E.D. Larry Colero, CMC. IAFP Members can read the roundtables’ responses to nine questions at Case Study Post-Symposium Notes.
Anyone can participate in a current discussion of the case posted on Advisor.ca (“CHALLENGE YOURSELF WITH THE IAFP CASE STUDY”) which also includes links to coverage of Symposium highlights like Preston Manning on integrity and Pat Dunais on the conflicts and legalities of blended families.
Last updated: 21 Jul 2019 11:33 PM
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