FPA of Michigan Symposium Agenda

Schedule

Pending Approval for 4 CFP CE's

8:00 am to 8:10 am
Opening Remarks and Announcements

8:10 am to 9:15 am
Perspective on the COVID Recovery

Andrew Opdyke, CFA, Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years.

 About the Presentation: From a historic decline in activity to one of the quickest rebounds on record, 2020 was an unprecedented year.  Unprecedented in the shutdown of the economy, unprecedented in the response out of Washington, unprecedented the way it impacted individuals and communities around the world.  But with the roll out of vaccines and decline in case rates in the United States, the focus turns to pace – and sustainability – of the recovery.  Andrew will dig into the data - from income to spending, employment to inflation -   as we explore what has us on track for the fastest year of economic growth in nearly four decades.  

•  Attendees will learn what areas of the US were most negatively impacted by the response to COVID, and where activity stands today relative to pre-COVID levels.
• Attendees will compare and contrast the impact on the employment market seen in 2020-2021 versus what the U.S. experienced through the financial crisis.
• Attendees will review the factors driving inflation measures higher in 2021, both from a supply/demand perspective and growth in the U.S. money supply.
• Attendees will learn how stimulus spending in response to the virus is impacting the ability of the government to service the debt. 

9:15 am to 9:30 am
Break

9:30 am to 10:45 am
The Role of the Financial Advisor in Divorce Cases:
Being PROoactive vs. REactive

Facilitator:  Diane Winner, CFP^®, CDFA^® - Vice President and Investment Officer - Bank of Ann Arbor
Jacki Roessler, CDFA^® - Center for Financial Planning
Alisa Peskin-Shepherd, JD - Transitions Legal

About the Presentation: Do you feel like you’re relegated to the sidelines of advice until your client’s divorce is final? You don’t want to miss this engaging session between divorce financial planner Jacki Roessler, CDFA® and family law attorney Alisa-Peskin-Shepherd, facilitated by Diane Winner, CFP®, CDFA®. Join us as they explain why (and how) you need to be involved in cases before, during and after your clients’ divorce.

• Participants will learn the pitfalls of consolidating client’s pre-marital assets
• Participants will learn to offer their advice during the divorce on what assets can and cannot be divided, including potential tax issues and surrender charges
• Participants will learn the most common QDRO errors and how they can help prevent them from occurring
• Participants will learn how to assist clients in dividing their assets, post-divorce, which includes filling out paperwork, dealing with account custodians and persistent follow up

10:45 am to 11:00 am
Break

11:00 am to 12:30 pm
Understanding Bitcoin and Digital Assets

Adam Blumberg, CFP^®, Co-Founder - Interaxis, Co-Founder and Lead Curriculum Developer - Certified Digital Asset Advisor

About the Presentation: In this presentation we will discuss Bitcoin, the original cryptocurrency. We go back to show why Bitcoin was created, the problems in the financial system that framers were trying to solve, and how they want about solving them.

We will go through some of the technical aspects of how Bitcoin gave us blockchain technology. We will help you understand words you ight hear in the news or research about Bitcoin:

• Hashing
• Mining
• Decentralized Ledger

You'll learn some of the most important technical details of Bitcoin, which will set the stage for investment theses, as well as further understanding of Digital Assets.

12:30 pm
Symposium Concludes