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Conference 2008: Day 3 - Wednesday 1st October
| 09:20 |
NEW FOR 2009: PROFESSIONAL DEVELOPMENT SESSIONS |
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Make the most of your day by starting with one of our three professional development seminars or the Global Trends in Financial Planning session. Questions welcome:
- CPD: Making it work for you - Steve Gazzard of the IFP will demonstrate the IFP's new online CPD system
CPD Points: Professional standards and compliance - 1.0
- Career Development: Financial Planning Skills & Qualifications - Lucy Courtenay of the IFP will talk you through education options within the IFP including the CFP license
CPD Points: Professional standards and compliance - 1.0
- Ethics & Practice Standards - this may not seem like the easiest CPD activity area so Phil Billingham will be on hand with hints and tips and to help you advance in this key area.
CPD Points: Professional standards and compliance - 1.0
In the Global Trends in Financial Planning session, our international panel will highlight key Financial Planning trends from around the world. The panel consists of: -
Mark Tibergien, Pershing
- Julie Littlechild, Adviser Impact
- Paul Resnik, Finametrica
- Brett Davidson, FP Advance
CPD Points: Professional standards and compliance - 1.0
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| 10:10 |
SESSION I: TRACK 1 - Business & Personal Development |
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MAD - Mentally Athletic Development |
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John Neal Sports Business Initiative |
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John will use his experience as a performance coach to help planners look at the link between the mind and the body and investigate ways in which you can create a realistic competitive advantage. The session uses examples from business, sport and the military and will cover brain and body physiology and a unique new approach to mental development which is interactive, innovative and great fun.
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DOWNLOAD SLIDES/NOTES: 1010 --John-Neal-[Compatibility-Mode].pdf
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| 10:10 |
SESSION I: TRACK 2 - Real Financial Planning |
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The boomer sandwich trap |
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Donald M Fraser CFP Business Unit Head (London), Grant Thornton UK LLP |
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The Baby-Boomer generation now face a potential double-whammy in that their adult children (the Boomerang generation) are back at home whilst at the same time an elderly parent is in Nursing Care of some sort. The problem is, the Boomers still want financial freedom to have the fun they crave.
Three family generations supported from one primary income source is truly the stuff of Financial Planning.
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| 10:10 |
SESSION I: TRACK 3 - Technical Solutions for Clients |
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Business Intelligence: Financial Planning strategies for the smaller private business in a challenging economic environment |
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Tony Wickenden & John Woolley Technical Connection |
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In this session Technical Connection will be looking at essential business generating strategies that planners can use to help owner managed business that are particularly relevant in the current challenging economic environment. Subjects covered will include:-
Tax effective risk protection (protection of business loans)
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Reducing tax overhead (tax efficient remuneration strategies)
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Achieving “Tax Alpha” (utilising salary sacrifice in the new NI/income tax world)
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Accessing cash from HMRC and your pension (utilising the new loss relief rules and using pension schemes to tax efficiently access cash)
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Avoiding a business intestacy (business succession planning)
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Estate preservation for your business and your pension through a Spousal By Pass Trust (securing ongoing IHT protection beyond the death of the member)
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Exit planning (CGT planning on sale and effective utilisation of pensions), and
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Efficient lump sum investment for companies (using Bonds or collectives in the new tax regime)
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DOWNLOAD SLIDES/NOTES: IFP Services-for-Financial-Advisers.pdf
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| 10:10 |
SESSION I: TRACK 4 - Paraplanning & Fundamentals |
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Key principles and practice within the Paraplanner role |
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Martin Vaughan Partner, theparaplanner.com |
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Martin is a highly experienced and well qualified paraplanner, who will use practical examples to highlight the key areas where paraplanners need to be most effective. He will give useful tips and advice to help paraplanners to improve the way that they carry out these core tasks.
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DOWNLOAD SLIDES/NOTES: 1010 --Martin-Vaughan-[Compatibility-Mode].pdf
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| 11:30 |
SESSION II: TRACK 1 - Business & Personal Development |
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What make's elite practice's tick |
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Mark Tibergien Chief Executive Officer, Pershing Advisor Solutions LLC |
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Mark will use his US experience looking at trends in Financial Planning businesses to help Financial Planners review their own business development in a global context and to take a look at what businesses will look like in the future to help shape an effective business model now.
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DOWNLOAD SLIDES/NOTES: 1130 --Mark-Tibergien-[Compatibility-Mode].pdf
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| 11:30 |
SESSION II: TRACK 3 - Technical Solutions for Clients |
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Working with families in business: the good, the bad, the ugly and the opportunities |
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John Tucker Director, The International Centre for Families in Business |
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Using his own personal working experiences with families in business and supported by video footage and some well used academic models; John will explore the complex nature of the family in business together. The family business model is still the most prevent organisational model in use in the World and in the UK there is some 18 million employing family owned and or run businesses, responsible for over 50% of employment in the private sector and around 40% of GDP. This session will highlight the difficulties professional advisers may well encounter when working with a family in business, in particular at times of great change, including management and or ownership succession. The session will also examine the very nature of the parent /child relationship when this relationship is subjected to the business environment.
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| 11:30 |
SESSION II: TRACK 4 - Paraplanning & Fundamentals |
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Personal and team effectiveness: maximising collaborative advantage |
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Steve Lloyd, Licensed Practitioner The Colourworks International |
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This high impact learning session is aimed at improving your team’s efficiency by re-energising your initiative and creativity. It will provide a huge boost to your management skills as well as improve your self esteem and morale. Steve’s enthusiasm and energy levels are infectious and will inspire you to make changes back at the office.
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| 12:30 |
SESSION III: KEYNOTE 3 |
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The Undercover Economist |
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Tim Harford |
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Tim Harford is a highly popular economist, but one with a serious difference to other economists you will hear! Known as "The Undercover Economist" he writes weekly in the Financial Times where he reveals the economic ideas behind everyday experiences. He will provide the ideal closing for the conference, with witty and clearly communicated real life examples about how we as individuals and businesses behave - a real eye-opener in some of the most obvious areas of life.
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CFPCM, CERTIFIED FINANCIAL PLANNERCM and  are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
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Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333
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