The hard and soft of the paperless office, who it suits and how to convert, and future electronic goodies — vision, ricochet and digital originals are what US financial planners Loren and Sharon Kayfetz’s will be explaining to delegates at the FPA’s CFP conference to be held in Sydney in April.
The Kayfetzes will be joined by other US speakers, including Harold Evensky and Deena Katz at the conference which has already had 100 of its 400 delegate spots filled.
Australian speakers at the conference include former Money Management Financial Planner of the Year George Flack; BT’s Peter Haggstrom; Terry Dwyer from Dwyer Partners; Kay Wood from FUN Strategies, industry consultant Paul Resnick, Heraud Harrison’s Ian Heraud and Deutsch’s Stephen Manassah.
The conference will also run a facilitated forum where planners will be able to discuss issues with their peers such as trying to be a marketer, planner, administrator and filing clerk – when to recruit, how to delegate and is there any such thing as a locum?
Breakout sessions are filling relatively evenly although Super Pension Strategies and the Tax Reform sessions are proving most popular and are given repeat performances. Other sessions taking priority are The Office of the 21st Century, Planning for the Business Owner, A Practice Model and Estate Planning.
