Online registration is open through 5pm June 23rd.
Agenda
- 7:45 AM - 8:15 AM - Check in and networking opportunities - breakfast buffet opens at 7:45
- 8:15 AM - 8:45 AM - Welcome & Announcements, Sponsor Spotlights
- 8:45 AM - 10:15 AM - CE Presentation: Adapt, Change or Disappear
CE Credits
1.5 CFP, 1.5 CPA, 1.5 CIMA CE credits. You will be asked to sign in when you arrive in order to be eligible for credit. FPA DFW will report all CE credits to the CFP Board within 5-7 days following the event.
Chapter Meeting Topic & Speaker
Adapt, Change or Disappear: New Tools & a New Mindset for a Changing Marketplace
David R. York, Attorney & CPA, Managing Partner at York Howell
1.5 CFP, CPA, CIMA CE
David’s Ted talk can be viewed at:
https://www.ted.com/talks/david_york_a_new_way_to_think_about_inheritance
The financial and wealth transfer planning marketplace has fundamentally changed over the course of the last 20 years. Clients today not only view wealth and wealth transfer in fundamentally different ways than prior generations, they also have very different desires when it comes to obtaining professional advice. The marketplace has also drastically changed for financial advisors. New technology and ubiquitous access to financial information and resources have created an environment of ever increasing commoditization. With change, however, comes opportunity. This presentation will review these seismic shifts in wealth transfer planning and professional services, how these changes are affecting the financial services industry, and practical recommendations on how to connect with a new type of client and their heirs and thrive in the marketplace today.
Learning objectives:
- Recognize the emotional, psychological, and relational complexities faced by high-net-worth clients, and assess how empathy and qualitative engagement can strengthen professional advisory relationships.
- Evaluate how a combined approach of technical expertise, financial psychology, and technology can enhance client satisfaction, improve multi-generational planning outcomes, and distinguish professionals in a commoditized marketplace.
- Apply a purpose-driven, values-based framework to help clients navigate wealth transfer, foster authentic family communication, and address roadblocks such as regret, worry, and avoidance that undermine legacy planning.
Meet the Speaker
David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Governance and Purposeful Generational Wealth Transitions with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for ultra-high net worth clients. David has spoken to hundreds of public groups and professional organizations, including TED, Q Commons, the Million Dollar Roundtable, the AALU National Conference, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, and the Southeastern Family Office Forum.
He is the co-author of three books, The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World. He also recently completed a children’s book, Dudley’s Castle. He co-founded Corenology (www.corenology.com), a software technology company that provides qualitative tools and resources that allow financial professionals to help their clients with identifying and understanding their unique values so they can connect purpose and planning. He has also written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor.
David currently serves on the Board of Directors of Holding Out HELP and Healing Nations. He lives in the Salt Lake City, Utah area with his wife Mindy and their five children, Emma, John, Samuel, Hudson and Avery. He enjoys biking, skiing, softball, writing and photography.
David’s Ted talk can be viewed at:
https://www.ted.com/talks/david_york_a_new_way_to_think_about_inheritance
www.yorkhowell.com
www.corenology.com
www.davidryork.com
Thank you to our platinum partner spotlights!
