4/23 State Conference

CONFERENCE KEYNOTES

Carolyn McClanahan Physician, Founder of Life Planning Partners, Inc., & Speaker

Financial Planning at the End of Life

Finances at the end of life present a major concern for both patients and their families. Financial planners are in a unique position to help clients through these difficult times. I review how to comfortably approach end-of-life situations and work with clients on specific end-of-life financial concerns. I cover tax planning, income planning, and beneficiary issues that need to be addressed through each stage of advanced illness. You will come away with a new comfort with and appreciation of ways to help families through the end-of-life process.

Listen to her Video Introduction!!

Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, Dr. McClanahan speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She writes for Barron’s and Forbes. Investopedia ranked her as a top 10 advisor making significant contributions to critical conversations about financial life-stage planning. She is quoted regularly in multiple publications including the Washington Post, New York Times, CNBC, and NPR.

Samantha Russell Chief Evangelist at FMG Suite & Speaker

Marketing Masterclass: Use These Practical, Ready-to-Implement Tactics to See Marketing ROI in 2025

Do you have trouble differentiating your advisory service and defining your unique value proposition? Do you know your marketing needs a facelift but you just aren't sure where to start or what to do? In this Marketing Masterclass, Samantha Russell will teach you:

🔶 Why traditional advisor marketing and messaging just doesn't work anymore.

🔶 How clients are finding advisors today – and how you can use this intel to be found more too.

🔶 The importance of social proof in your marketing – and how to leverage "digital referrals" to grow.

🔶 Practical tips anyone can implement right away to help you nail your messaging, connect with the right prospects in the right channels, create more video, and establish a face for your firm.

Listen to her Video Introduction!!

Samantha helps financial advisors create digital marketing strategies that produce explosive growth through website development, content marketing, SEO, social media and video. A prolific speaker and content contributor, she often appears on stage at financial conferences in the pages of well-known industry publications. She is an Investment News 40 Under 40 award winner and was recently named to the "10 to Watch" list by WealthManagement.com in 2020.

Gary Altman, Esq. Founder & Principal Attorney, Altman & Associates

Tax Tips & Techniques: Maximizing Client Outcomes in a Complex Tax Environment

This session will cover income-, estate- and gift-tax planning for high-net-worth individuals and entrepreneurs. Gary will talk about tax-efficient strategies for investments, tax planning for high-net-worth individuals, advanced tax strategies for estate and legacy planning, tax planning for business owners and various proposed changes to Federal tax law. Specific topics include Roth conversions, capital-tax planning and basis-adjustment planning, charitable-planning techniques, estate-tax tools and techniques, entity selection, qualified business deduction versus 1202 qualified small business stock, and more.

Gary Altman, Esq., has practiced law and estate planning since 1980. He is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, serving the Washington metropolitan area. A nationally recognized estate, legacy and business planning authority with repeated recognition as among "Best Estate Planners" in the DC-Maryland region, Gary has authored articles for a wide range of media outlets including The Washington Post, The NY Times, The Journal of Financial Advisors, The Wall Street Journal, and more.

Panel on Alternative Investments: Liquidity, Valuation, Platforms & More

Chuck Failla, Moderator; with CAIS, Capital Group│American Funds, Mercer & Ultimus Fund Solutions

BREAKOUT SESSIONS

Common Planning Problems: Practical (But Advanced) Solutions

Michael Clear & Erin Nicholls Wiggin and Dana LLP

Special Needs Planning

Colleen Messe, Esq. Czepiga Daly Pope & Perri

Estate & Insurance Planning: Update for 2024 Election

Stefan Cherneski Professional Life Advisors Network

Investing in the Crypto Asset Class

Zach Pandl Grayscale

THANKS TO OUR PLATINUM & GOLD SPONSORS!

Financial Planning Association® is the leading membership organization in the US for CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in financial planning. As the Chapter for our state, FPA of Connecticut is committed to meeting the national organization’s promise of professional fulfillment through practice support, learning, advocacy, and networking.