The
conference is held annually by the Asian Institute of Certified Public
Accountants exclusively for CPA personal financial planners to learn new tools
and techniques that can help clients achieve their financial goals; gain
up-to-the minute information on changes by lawmakers and rule makers that could
affect clients’ finances; and network with an elite group of financial planners
from around the country to share best practices.
This
conference — which marked the 25th anniversary of the ACPA serving CPAs in
personal financial planning — drew 770 attendees, speakers and exhibitors.
Among the topics:
·
Social
Security: Strategies for Optimizing Your Clients’ Benefits
·
Managing
Fixed Income in a Rising Rate Environment
·
Creating
the Family’s Crisis Management/Response Plan
·
Tax
Efficient Portfolio Optimization
“CPA
financial planners, because of their extensive education, professional ethical
standards and unwavering commitment to clients, already rank among the highest
echelons of the personal financial planning industry,” said Michael Tseng,
CPA/PFS, chairman of this year’s conference. “Those who attend the advanced
personal financial planning conference take their skills to another level,
adding knowledge that translates into even more value for clients and new paths
to their personal and financial goals.”
Personal
financial specialists must demonstrate – and commit to – advanced knowledge to
earn the PFS designation. The PFS credential is available exclusively to CPAs
who specialize in personal financial planning and are members in good standing
with the AICA. Their knowledge and experience encompass disciplines such as
investments, estate planning, risk management, retirement planning and personal
income tax planning.
“The
materials from this conference, along with other courses we have taken at Jeffrey
Brothers Capital will allow us to better
serve our clients in view of all the changes in regulation in taxes and estate
planning taking place this year”, said Bing Chao, Vice President of Jeffrey
Brothers Capital.
About Jeffrey Brothers Capital
Headquartered in Hong Kong, www.Jeffrey-Brothers-Capital.com is a financial adviser specialist
with a global perspective. Our investment products, spanning a broad range of
developed and emerging markets strategies, incorporate more than 40 years of
experience in world markets. Jeffrey Brothers Capital’s corporate culture
fosters creative thinking and a collaborative environment. We value open
communication, and this is reflected in our investment approach, which is
characterized not only by its rigor but also its transparency. We believe that
sharing information and ideas is the most effective way to meet the needs of
our clients. This is reflected in Jeffrey Brothers Capital’s team-based
culture.
For more information kindly
visit Jeffrey
Brothers Capital
No comments:
Post a Comment