Wealth Management Conference

Overview

8.0 Credits
IN-PERSON

There is a natural link between CPAs and wealth advisory experts, and many times both are part of a team of professionals for their clients! Every CPA in a client advisory role should have an understanding of key market changes, economic drivers, and innovations in the asset management space. This fall, MOCPA is proud to bring CPAs in Missouri the MOCPA Wealth Management Conference, designed specifically for CPAs to stay ahead of client advisory excellence. Conference attendees will come away with the latest in economic and market updates, engage with a panel of advisory service practice management experts, new estate planning and wealth transfer strategies, and much more. Brought to you by MOCPA Wealth and Asset Management committee experts, you won’t want to miss this powerful day of cutting-edge strategy to bring back to your firm, business, or clients!

Can't attend in person?  Click here to register for the webcast.

Major Topics

  • Are You Ready for 2020? What to Know and What Difference Does It Make?
  • Market Update
  • Major Trends in the Wealth Management Industry
  • Practice Management Panel Discussion
  • Estate Planning, Fiduciary Duty, and Trust Administration Issues for Real World Client Situations
  • How Retirement Plans Compliment Wealth Management

 


Designed For

CPAs, CFPs, and attorneys who provide financial and wealth management consulting. 

Prerequisite

Experience in wealth management and personal finaincial planning.
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Continuing Education
Credit amounts are based on attendance unless otherwise noted.

CLE: Application pending
CFP: Application pending
CPE: Up to 8 hours
See session descriptions for technical/non-technical fields of study.

Your certificate of attendance will be emailed to you within one week of the conference.