8th Annual Joint Continuing Education Seminar with the Financial Planning Association of Central PA
We are pleased to announce the 8th Annual Joint Meeting with the FPA and Estate Planning Council of Central PA!
Join us for a full afternoon with Lunch, 3 Topics, 2 Speakers, and Happy Hour!
This program will be submitted for approval for 4.0 CFP Credits, 4.0 PA Insurance Credits, 4.0 CPA Credits, 3.0 PA Bar Credits (In person only) and 4.0 CTFA Credits
Session 1: Accelerating Growth By Marketing How You’re Different (Instead Of Better)
When marketing to prospective clients, many firms try to show how they are ‘better’ than other firms, for example by their status as a fiduciary, fee-only advisor offering comprehensive planning services. While these can be important characteristics, they are not necessarily the differentiators they once were, with even the largest asset managers adopting similar language in their marketing. In this session, we discuss how advisors can focus on what makes them different, instead of the slippery slope of forever trying to be better in an increasingly competitive advisor landscape. Leveraging Kitces Research data and real-world examples from advisory firms, we explore how advisors can decide what makes them different and options for how they can communicate their unique value proposition on their websites to show why they are the best advisor for their ideal target client.
Session 2: “Helping Nervous Clients Understand And Financially Plan For The (True) State Of The Social Security System.”
Given frequent news headlines on the (un)sustainability of the Social Security system, many working-age financial advisory clients might harbor doubts about receiving their full (or any of their) estimated Social Security benefits. In this session, we dive deep into data from the Social Security Board Of Trustees’ Annual Report to clear up common misconceptions about the actual health of the Social Security system, review a range of policy options being considered to shore up Social Security for the rest of the century, and discuss how financial advisors can analyze the impact of these policies for both working-age, near-retirement, and already-retired clients, and ways to adapt financial planning assumptions to model the scenarios, providing clients with a more accurate picture of how they might (or might not) be affected.
Presenter:
Adam Van Deusen, CFP®, is the Associate Financial Planning Nerd at Kitces.com, where he writes on practice management and technical topics for the Nerd's Eye View blog, with a particular interest in how advisors can show their ongoing value to prospective and current clients. In addition to hosting live events on the Kitces platform, Adam writes the popular weekly Weekend Reading For Financial Planners. His work has appeared in the Investments & Wealth Monitor and TheStreet, among other publications.
Adam previously worked at a financial planning firm in the Washington, D.C., area and as a journalist covering the banking and insurance industries. In addition to his work with Kitces.com, he serves as a volunteer financial planner and financial literacy class instructor for local non-profits.
Session 3: "The AI Revolution in Estate Planning: Transforming Your Practice in 2025" Navigating Opportunities, Ethics, and the Future of Professional Services
The artificial intelligence revolution isn't coming to estate planning, financial advisory, and tax practice—it's already here. As AI tools become increasingly sophisticated and accessible, practitioners who understand how to harness these technologies responsibly will flourish, while those who ignore them risk being left behind.
Join Joe Tiano, a former AmLaw50 Partner, CEO & Entrepreneur and Adjunct Law Professor specializing in AI and legal ethics, for an essential deep dive into how artificial intelligence is reshaping the landscape for estate planning professionals: attorneys, accountants, and financial planners. The program is not meant as another theoretical discussion about distant possibilities—this is a practical roadmap for leveraging AI to enhance your practice today while navigating the critical ethical and regulatory challenges.
What You'll Discover
AI Tools That Work Right Now: Move beyond the hype to discover specific AI applications already transforming estate planning practices. Learn about document drafting assistants that generate complex documents in minutes, client communication platforms providing 24/7 intelligent responses, and analytical tools identifying planning opportunities.
The Profit and Efficiency Game-Changer: Discover how AI dramatically reduces time on routine tasks while improving accuracy and client satisfaction. You’ll learn specific strategies to increase profitability while delivering superior outcomes. We'll analyze ROI potential and provide frameworks for measuring success.
Navigating the Ethical Minefield: With great power comes great responsibility—and significant risk. we’ll explore professional responsibility rules, confidentiality requirements, and emerging regulatory frameworks governing AI use in professional services. Learn best practices to implement AI tools while maintaining professional compliance, avoiding malpractice liability, and preserving client trust.
Client-Facing AI Strategies: Your clients encounter AI daily and wonder how it applies to their planning needs. Learn to position AI-enhanced services as premium offerings, communicate benefits without overselling capabilities, and address privacy concerns.
Risk Management and Quality Control: AI tools are powerful but not infallible. Learn essential protocols for oversight, verification, and quality assurance when using AI in client work. We'll cover common failure modes and strategies for maintaining professional standards while embracing technological innovation.
Why Attend Now: Early AI adopters are already seeing significant benefits in efficiency, accuracy, and client satisfaction. This presentation will equip you with immediately actionable strategies and the ethical framework necessary to transform your practice responsibly. Whether you're AI-curious or already experimenting with these tools, this session provides the clarity and concrete action steps you need to harness artificial intelligence as a force multiplier for your professional success. Don't just adapt to the future of estate planning—help shape it.
Joe is a prolific author having (co-)authored ten law review articles published in scholarly journals. In addition, he has written articles for countless blogs and other online media on substantive legal issues and the legal industry in general. He regularly presents at CLEs and other seminars and courses on topics ranging from artificial intelligence, LegalTech, legal data analytics to legal ethics and legal malpractice.
Joe is an Adjunct Professor of Law at the Arizona State University Sandra Day O'Connor Law School currently teaching a course on Artificial Intelligence & Legal Ethics to 2L and 3L students.
Previously, Joe was a Partner at Pillsbury Winthrop Shaw Pittman, LLP and Thelen LLP where he grew and managed all aspects of a multi-million-dollar cross-border finance practice. Entrepreneurship runs through Joe’s veins since his early days as a venture capital lawyer representing transformative technology companies, like Blackboard Inc., and many of the outgrowths of Blackboard (WeddingWire/The Knot, Presidium, Starfish Retention Solutions and others).
Joe graduated from Georgetown University in 1992 with a Bachelor of Science Degree in Business Administration and received his J.D. from the University of Pittsburgh School of Law in 1995. Joe is a native Washingtonian who currently lives in Scottsdale, Arizona with his wife, Meredith, and their two boys, Gabriel and John-Paul.
In rare moments when he is not working, Joe can be found playing pickleball, attending his sons extracurricular activities and helping Meredith implement her design creations.
