How has a Trump Presidency affected the markets, financial planning and your bottom line?
the staff of the Ridgewood blog
East Rutherford NJ, The Financial Planning Association of New Jersey (FPANJ) will host it’s Spring Conference, on Thursday, May 4. the theme is “Navigating the Winds of Change: The DOL, the Fed, and Washington,” and it will be a day of education on what’s happening beyond the headlines, and its impact on advising clients effectively.
Spring Conference will feature nationally-recognized business journalist Ron Insana, who appears on CNBC and MSNBC as well as a nationally-syndicated radio show. He’ll be discussing “Trump 2017: From Washington to Wall Street,” covering the Trump Presidency and the “Trumponomics” order of the day.
It all takes place at the Hilton Meadowlands in East Rutherford, NJ, with check-in and pre-conference with Ben Lewis, FPA PR Director beginning at 7 a.m.; programs following from 8:30 a.m. – 5 p.m.
Additional keynote speakers featured throughout the day include:
Attorney Joan M. Neri, who’ll be discussing the Fiduciary Status and how those rules impact services provided to investors with IRAs and 401(k)s
Douglas Peebles, CIO of AllianceBernstein, talking about the Current State of Fixed Income
Kenneth Haman of the Advisor Institute with AllianceBernstein, who’ll cover Designing a Practice Standard of Care to help advisers design a model that addresses the Fiduciary Standard with their clients
In between, we’re including excellent breakout sessions to cover marketing, social media, and PR Director Ben Lewis who will be talking about best practices in working with the media, and much more.
The Financial Planning Association of New Jersey is part of The Financial Planning Association® (FPA®). FPA connects those who need, support and deliver professional financial planning. FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.