Experience 2025
On-Demand

When the Tax Cuts and Jobs Act (TCJA) passed in 2017, the eventual sunsetting of those rules felt too distant to consider. Now, we are facing just one more year before that sunset could become a reality. Combined with other recent changes — some taking effect for the first time in 2025 — this highlights the importance of providing strong tax planning advice both this year and in the future.

Learning Objectives

• Learn the provisions of the TCJA that are subject to sunset, those that aren’t, and what the impact might be to taxpayers.

• Address other tax law changes taking effect in 2025, including provisions of Secure 2.0 and the long-awaited final regulations regarding the 10-year rule and inherited IRAs.

• Discuss the latest proposals from the Trump administration and what those might mean for taxpayers.

Tim Steffen

Director of Advanced Planning, Private Wealth Management, Baird

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Nearly 40 percent of household financial wealth in the United States are retirement assets, with individual retirement accounts (IRAs) accounting for the biggest share totaling $9 trillion. With nearly 10,000 baby boomers turning age 65 everyday, more Americans than ever before will be making decisions regarding their IRAs. Unfortunately, navigating the labyrinth of IRA rules and regulations can be complex and a tax trap for the unwary. This presentation will provide a detailed discussion of the most common and costly IRA mistakes people make and how to avoid them. The course will cover mistakes regarding contributions, rollovers, Roth conversions, distributions, required minimum distributions, and beneficiary designations. Understanding the IRA rules and the common and costly mistakes will help you become your clients’ IRA financial professional of choice.

Learning Objectives

• Identify common and costly IRA mistakes related to contributions, rollovers, Roth conversions, distributions, RMDs, and beneficiary designations to help clients avoid financial pitfalls.

• Analyze the impact of the SECURE Act, SECURE 2.0 Act, and other recent legislation on how different types of beneficiaries, such as spouses, disabled individuals, and particularly trusts, will inherit retirement assets.

• Apply strategies to navigate complex IRA rules and regulations to enhance your role as a trusted financial professional, guiding clients through critical retirement planning decisions.

Brandon Buckingham

Vice President, Advanced Planning and Sales Training, Prudential Financial, Inc.

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In today’s competitive financial landscape, attracting and retaining ultra-high-net-worth (UHNW) clients requires a strategic approach beyond traditional advisory practices. This session reveals how top advisors consistently build a steady stream of prequalified, pre-endorsed UHNW clients. Leveraging CEG Insights' cutting-edge research, this presentation will explore actionable strategies to meet clients' complex financial, legacy, and lifestyle needs with $25 million or more in investable assets. This session will provide practical tools and insights into aligning your practice with the expectations of this exclusive client segment. Topics include implementing a comprehensive wealth management framework, leveraging virtual family office solutions, and utilizing artificial intelligence-driven technologies to deliver customized, impactful client experiences. Applying these strategies will make you an indispensable partner, ensuring client loyalty and continuous growth.

Learning Objectives

• Discover proven strategies to attract a steady stream of prequalified, pre-endorsed ultra-high-net-worth clients who align with your expertise and offerings.

• Learn to implement a comprehensive, six-area service model that integrates investment, tax, legacy, and lifestyle planning to deliver a seamless and holistic client experience.

• Understand how virtual family offices and artificial intelligence-driven solutions can elevate your practice, creating a scalable, personalized, and forward-thinking service model that differentiates you in the marketplace.

John Bowen

Founder and Chief Executive Officer, CEG Worldwide

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In an environment marked by increased volatility, rising interest rates, and evolving correlations, understanding how to capture "crisis alpha" has become essential for wealth and investment managers. This session explores the role of managed futures and non-correlated return strategies to help advisors navigate market disruptions and high volatility periods, especially within fixed income markets. Attendees will gain insights into how trend-following strategies generate returns in market crises, why these strategies can be powerful tools in portfolios, and the impact of a high-interest rate environment on stock-bond correlations. With practical examples of long/short fixed income exposure, this session equips attendees with strategies to better manage risk and pursue profit opportunities amid market uncertainty.

Learning Objectives

• Gain a foundational understanding of crisis alpha and how it can generate profit opportunities during market crises and dislocations.

• Learn how and why trend-following strategies work, in particular their role in positioning for crisis alpha in turbulent markets.

• Analyze the effects of higher interest rates and inflation on fixed income volatility and stock-bond correlations, and understand how long/short fixed income exposure can be beneficial in such environments.

Kathryn Kaminski

Chief Research Strategist, Portfolio Manager, AlphaSimplex

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This session will explore both the academic underpinnings and practitioner perspectives of some of the most important topics in retirement income planning today. This is designed to be a highly interactive session where attendees will select the order of the topics discussed and be encouraged to engage throughout the adventure!

Topics:

1. Longevity Assumptions in a Financial Plan

2. Considerations for Optimal Claiming of Social Security Retirement Benefits

3. Lifetime Income Annuities: Love em and/or Hate em?

4. Success Rates as an Outcomes Metric

5. Investing for Income in Retirement

6. Inflation: An underappreciated threat to retirement security?

Learning Objectives:

• Evaluate the role of longevity assumptions in financial planning and their impact on retirement income strategies.

• Assess the key considerations for optimal Social Security claiming strategies, including how timing and tax implications influence overall retirement income.

• Analyze the advantages and disadvantages of lifetime income annuities, and explore the factors that influence whether they are suitable for certain retirees.

• Examine success rates as an outcomes metric in retirement planning, and understand how to use them to evaluate the effectiveness of retirement income strategies.

• Explore investment strategies designed for income generation in retirement, focusing on risk management and the need for stability in later years.

• Understand the potential impact of inflation on retirement security and develop strategies to mitigate its risks in long-term retirement plans.

Oscar Vives

Executive Financial Planner, Sensible Money

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David Blanchett

Managing Director and Head of Retirement Research, PGIM DC Solutions

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David Armstrong

Director of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com

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Join Jeffrey Gundlach, renowned bond investor and macroeconomic strategist, and Anastasia Amoroso, chief investment strategist at iCapital, for a dynamic session examining the market forces shaping 2025 and their investment insights. Gundlach will delve into key macroeconomic indicators, their influence on market movements, and strategies for positioning portfolios in fixed income and alternative investments. Amoroso will provide valuable perspectives on private market opportunities, global market trends, and alternative investment strategies. Attendees will gain actionable tools to navigate today’s dynamic economic landscape and optimize client portfolios.

Learning Objectives

• Understand key macroeconomic indicators and their impact on market movements in 2025.

• Explore strategies for positioning portfolios in fixed-income and alternative investments to optimize client outcomes.

• Gain insights into private market opportunities and global market trends to inform investment decision-making.

Anastasia Amoroso

Managing Director and Chief Investment Strategist, iCapital

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Jeffrey Gundlach

Chief Executive Officer & Chief Investment Officer, DoubleLine

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Service failures are inevitable, but they don’t have to erode client trust. Trust is built on more than competence—it also relies on a firm’s perceived benevolence, or its motivation to serve clients’ best interests. This session will highlight how to adopt a forward-focused, client-centered approach for crafting responses, explanations, and apologies that restore trust and strengthen client relationships.

Learning Objectives

• Understand the science of trust and its essential role in building and maintaining strong client relationships.

• Debunk common myths about trust breaches including the misconception that trust takes years to build but seconds to break.

• Apply a five-step process for repairing client trust after a service failure, ensuring effective recovery and strengthened client loyalty.

Herman Brodie

Founding Director, Prospecta Ltd

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In an era of unprecedented economic transformation, adapting your strategies to navigate volatility and uncertainty is essential. Join Lauren Goodwin, chief market strategist at New York Life Investments, for a compelling exploration of the current economic landscape and its implications for high-net-worth investment portfolios. In this session, we'll delve into key macroeconomic trends, including inflation dynamics, interest rate movements, and global market developments. Drawing on her extensive expertise and recent insights, Goodwin will provide actionable guidance on how these factors influence asset allocation and investment decision-making, along with practical frameworks for navigating complex market conditions. After this session, you’ll be equipped to refine your strategies, aligning them with both immediate challenges and long-term growth objectives.

Learning Objectives

• Gain insights into critical economic forces such as inflation, interest rates, and global market dynamics, and how they shape the investment landscape for high-net-worth portfolios.

• Learn how to translate macroeconomic developments into actionable strategies for asset allocation and portfolio management to navigate volatility and uncertainty effectively.

• Develop practical frameworks for recognizing emerging opportunities and managing risks across diverse asset classes to align with both short- and long-term growth objectives.

Lauren Goodwin

Chief Market Strategist, New York Life Investments

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The increasing prevalence of financial exploitation is putting more and more financial plans in jeopardy. This presentation helps advisors and their clients to conquer the stigma of financial exploitation, educate advisors on tools to identify at-risk clients, and provide resources available to recover financially and emotionally. This exclusive program was built in partnership with Wayne State University and its Institute of Gerontology, and leverages the extensive resources that Dr. Peter Lichtenberg, PhD, and the University have built during the past 17 years.

Learning Objectives

• Redefine who is vulnerable and the common types of fraud.

• Explore troubling trends over the past five years and the impact on all age groups.

• Discuss implementation strategies, including best practices for having difficult conversations, and key steps clients can take to protect themselves.

Matt Sommer

Head of Specialist Consulting Group, Janus Henderson

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In this session, we will challenge conventional wisdom about the role and use of alternative investments in retirement accounts. We will examine institutional allocations to alternatives and discuss recent regulatory developments regarding the inclusion of alternatives in defined contribution plans. We will use case studies to illustrate the impact of using alternatives in retirement accounts.

Learning Objectives

• Advisors will gain a greater appreciation for the role and use of alternative investments.

• Advisors will gain insights regarding how institutions have allocated capital.

• Advisors will understand the differences in allocating during the accumulation and decumulation phases.

Tony Davidow

Senior Alternatives Investment Strategist, Franklin Templeton Institute

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