In this episode of the Smarter Planner podcast, host Belle Osvath, CFP® speaks with Kelly McNerney, CFP®, and Kristin Beane, about the upcoming Smarter Planner Symposium, which will be held on January 24th, 2025 at the Archer Hotel in Tysons Corner, Virginia. The event promises a full day of learning, networking, and collaboration designed for financial planning professionals.

Register Here

Schedule

• 7:30 - 8:00 Registration and Breakfast
• 8:00 - 8:15 Welcome Kelly McNerney- Chair- 2025 Symposium
• 8:15 - 9:00 Mike Townsend: Policy and Politics in the New Washington: Implications for Investors
• 9:10 - 10:00 Ben Henry- Moreland: Tax Planning For TCJA's (Scheduled) Sunset: Preparing Clients For Change Amid Legislative Uncertainty
• 10:00 - 10:20 Break
• 10:20 - 11:10 Rianka R. Dorsainvil, CFP®: Increasing Culture Competency to Better Serve Clients
• 11:10 - 12:00 Michael Egan, CFP®, CIMA: Custom Options for Concentrated Stocks
• 12:00 - 12:30 Annual Awards
• 12:30 - 1:30 Lunch AKA Hotel Bar
• 1:30 - 2:20 Sefa Mawuli, CFP®: Tailoring Financial Planning for Global Families and Professionals
• 2:20 - 3:10 Ashley Quamme: Sensitive Conversations: Mastering Difficult Client Scenarios through Conversation and Connection
• 3:10 - 3:30 Break
• 3:30 - 4:10 Mark Colaço, CFP® Perception vs. Reality: The Vital Role of Insurance in a Thriving Advisory Practice
• 4:10 - 4:20 Raffles and Closing
• 4:30 - 5:30 Happy Hour

Networking Opportunities: Attendees can connect during breaks, lunch, and a post-event happy hour in the hotel's unique spaces, including the penthouse.

Continuing Education (CE) Credits: Up to seven CE credits are available, providing an additional incentive for attendance.

Special Offers and Prizes: Podcast listeners can use a $50 discount code ("SmarterPlanner"), and attendees can participate in a bingo-style activity to win prizes while interacting with sponsors.

Kelly and Kristen also discuss the importance of collaboration within the Financial Planning Association (FPA), sharing insights on the value of FPA membership benefits and the impact of fostering community among chapters.

For more information or to register, visit the symposium's page and use the discount code to save on admission. Don't miss this opportunity to connect, learn, and grow as a financial planning professional.

---

The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes. Belle Osvath and FPA NCA do not endorse any individuals or services mentioned.