Professional Advisors Education

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UPCOMING FINANCIAL EDUCATION

Navigating Private Markets Opportunities:

An Essential Guide for Professional Advisors

Wednesday, September 13 2023 | 11:45 AM – 1:15 PM

Register

Larry Carone, CFA, CAIA

Senior Managing Director, Institutional Consulting Group, Clearstead

Mike Shebak III

Senior Managing Director and Head of Instiutional Consulting, Clearstead

Unlock the Potential of Private Markets: In today’s fast-evolving financial landscape, the private market emerges as a frontier of opportunity for high-net-worth individuals and institutions. Discover why and how affluent investors are turning their gaze towards these exclusive markets, from the allure of portfolio diversification to the tantalizing promise of greater returns.

Key takeaways that will be explored:

• Why invest in private markets?
• Private Equity to Private Debt and everything in between
• How to access top private market managers for individuals
• Strategy and Risk Management

PAST PROFESSIONAL ADVISORS EDUCATION

Protecting Vulnerable Clients’ Independence & Quality of Life

Thursday, July 27th 2023 | 11:45 – 1:15 PM

Register

Judge David A. Hejmanowski

Probate/Juvenile Division of the Delaware County Court of Common Pleas

Magistrate Benjamin F. Suffron, III

Probate/Juvenile Division of the Delaware County Court of Common Pleas

Guardianships and Special Needs Trusts (SNT) provide for the long-term care of individuals with physical or intellectual impairments who cannot provide for themselves, regardless of age. Having the right professional advisors at the table is critical for preserving benefit eligibility and maximizing client independence and quality of life.

Join us as the key takeaways are explored.

Types of Guardianships & SNTs, and the situations in which each is most appropriate
Preservation of public benefit eligibility
STABLE accounts and distribution provisions
Administrative issues and best practices to avoid them

SECURE Act 2.0 – Reshaping Retirement

Wednesday, April 5th 2023 | 11:45 – 1:15 PM

Tiffany Rankin, CPA

Owner, TLA Group LLC

The long-awaited and much anticipated “SECURE Act 2.0” has arrived. This bill, signed into law before the end of last year, significantly changes the retirement landscape, including expanded contribution limits and credits, new RMD start dates, enhancements of the SIMPLE and SEP IRA contribution arrangements, penalty-free withdrawal options in 401(k) plans, and matching of certain student loan payments.

Join us as the key takeaways are explored.