The Financial Planners Association Conference this year was both fun and so incredibly valuable for learning! Just like every year. As a CERTIFIED FINANCIAL PLANNER ™, ongoing commitment to learning and education are foundational elements of Collier.
Social Security, Medicare and Estate Planning
This year some of the key topics included examination of various Social Security strategies, advanced estate planning strategies, and updates on Medicare rules. Sessions that reinforced strategies around planning for various retirement income generation and portfolio risk analysis reinforced the approach we take helping clients optimize their financial and retirement plans.
Artificial Intelligence (AI)
A major highlight was the exploration and implications of AI. Predictive and machine learning are novel areas and it is yet to be determined where and how AI will improve, or depersonalize wealth management and the understanding of the uniqueness of client needs, and the role that understanding plays in best serving clients. More to come on this topic for sure!
Confidence and Clarity
Overall, this conference offered professional collaboration and insights focused on best practices, and helping clients achieve financial goals with confidence and clarity. We continue to stay on the forefront of current events, industry evolution, and areas of focus to enhance the professional services we deliver.
Meris Collier, CFP®
COLLIER, Sustainable Wealth Management
1833 N 105th Street #101
Seattle, WA 98133
(206)805-1770
COLLIER, Sustainable Wealth Management (“Collier”) is a dba of Axxcess Wealth Management, LLC (“AWM”), a SEC registered investment advisor.
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