IAFP Symposium 2012

This year’s symposium theme is For Your Clients, For Your Business: A Toolkit for the Professional Financial Planner. Day one will be case study focused. Day two will explore a range of topics focused on the planner. Day three will begin with a U.S. tax update, followed by an open forum to discuss the topics of the conference.

September 20, 2012

Cross border taxpayers face increasingly complex rules

Many IRS measures specifically target foreign taxpayers meaning plenty of Americans in Canada will be impacted

  • September 20, 2012 September 20, 2012
  • 07:00

Use caution when dealing with elderly clients

If the client’s memory begins to fail, advisors can end up in the middle of contentious family disputes

  • September 19, 2012 September 19, 2012
  • 11:10

Client risk tolerance rarely assessed accurately

Avoid these common mistakes in determining the risk profiles of your clients

  • September 17, 2012 September 17, 2012
  • 07:20

Equities critical for investment returns, despite volatility

Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles

  • September 14, 2012 September 14, 2012
  • 11:20

IAFP launches mentorship program

Program aims to help planners achieve the RFP designation

  • September 14, 2012 September 14, 2012
  • 09:40

Planners urged to work with accountants

Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious

  • September 14, 2012 September 14, 2012
  • 09:20