2010

January

Lessons Learned From the Economic Downturn

Reevaluating the theories and tools of financial planning, such as Modern Portfolio Theory, Monte Carlo simulations, buy-and-hold strategy.

February

Education Planning

Financial aid, 529 plans, intergenerational gifts, exempt income.

March

Healthcare

Legislative reforms, insurance, employer benefits, HSAs, Medicare reform.

April

Estate Planning

Legislative reforms, taxes.

May

Portfolio Management

Active versus passive management, efficient market hypothesis, different approaches.

June

Compliance/Regulation

Legislative reforms, registration, audits.

July

Retirement

Employer benefits, accumulation, decumulation, rebalancing.

August

Practice Management/Marketing Your Practice

Succession planning, buying and selling practices, how to get out of the game, how succession and building a practice work together, practice valuation, marketing methods and trends.

September

Technology

CRM, Financial planning software, porfolio management, document management, data security.

October

Trends in Financial Planning

Areas of specialization within financial planning, career path issues.

November

Tax Planning

Realizing capital gains and losses, charitable giving, stimulus plan money.

December

Behavioral Finance/Client Psychology

The follow-up interview, behavioral finance, contrast with Efficient Market Hypothesis.