FPA Philadelphia
January 19, 2016
Quarterly CE Breakfast Meeting
Please join us for our first CE meeting of the New Year!
Agenda:
8:00-8:45 a.m. - Breakfast & Networking
8:45-9:00 a.m. - Welcome/Announcements
9:00-10:00 a.m. - "Market Outlook 2016" presented by K. Sean Clark, CFA®, Clark Capital Management
(One CFP® CE Pending Approval, One PA Insurance CE Pending approval)
Sean will discuss expectations for the global capital markets in 2016 and beyond. He will incorporate historical trends and outside research, including a look at investor sentiment and the cyclical nature of the markets. The presentation will include:
- Clark Capital's economic and market outlook for 2016
- Insights into the opportunities and risks in the market
- The major talking points we believe clients will find relevant to their investment strategies during 2016
Participants will gain an understanding of the market and economic factors that may affect performance in the global capital markets in 2016 so that they may consider those factors when building and monitoring client investment portfolios.
10:00-10:15 - Break
10:15-11:15 a.m. - "Expanding Your Value: Legacy Planning" presented by Dr. Richard Orlando, founder and CEO of Legacy Capitals LLC
(One CFP® CE Pending Approval, One PA Insurance CE Pending approval)
This presentation is designed to help Advisors expand the value they bring to their client-families (and attracting new clients) by having a proper understanding and application of legacy planning. This is very important for the following reasons:
- 41 trillion dollars being passed down to the next generation by 2052
- 90% of the family's wealth does not make it past the third generation
- 80%-90% of heirs reject their parents' advisors soon after receiving their inheritances
In addition to providing sound financial, tax, and legal advice and guidance, it is vitally important to address the qualitative planning aspects of the client's assets; in particular, helping the family prepare for their assets, aka, Legacy Planning. Legacy Planning is much more about how we help our clients plan for each day of their lives and prepare their families for their wealth - this is the focus of this presentation - rather than only focus on what they leave behind after they pass on.