2020-10-08 BROADCAST CE - DAVID HULTSTROM

 

Watch Parties.  NOTE:  Due to the COVID-19 pandemic, Watch Parties have been suspended indefinitely.  During this time, the Broadcasts are only available through Zoom webinar.  Watch Parties will resume when it is safe.

Registration Fee:  NAIFA Members - FREE
                                SFSP Members    - FREE
                                Non-Members     - Available to members only

 

Call 317-844-6268 for registration questions.

October 8, 2020

(All times are EDT)

  8:50 am:  Sign-in to Zoom and Join Meeting

  9:00 am - 11:00 am:  Presentation

 

 

 

                       "Two Interesting Planning Topics"

                     David Hultstrom, MBA, CFP,  CFA, ChFC, CAIA
                    
Co-founder and CIO, Financial Architects, LLC

                     (2 hours Indiana Insurance CE approved)

David Hultstrom is Co-Founder and Chief Investment Officer of Financial Architects, LLC.  Mr. Hultstrom is a thought leader in the wealth management industry and holds a graduate degree in business (MBA) as well as numerous financial planning and investment management designations:
 

  • Chartered Financial Analyst (CFA®)

  • Certified Investment Management Analyst (CIMA®)

  • Chartered Alternative Investments Analyst (CAIA®)

  • Certified Financial Planner (CFP®)

  • Certified Private Wealth Advisor (CPWA®)

  • Chartered Financial Consultant (ChFC®)

 

He has served as a local chapter board member of the Financial Planning Association and is a regional board member of the National Association of Personal Financial Advisors.  He is also active in the Atlanta Society of Finance and Investment Professionals.

Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught hundreds of courses nationwide for CPAs, financial planners, investment managers, and other professionals including CFP programs at several universities. He also serves on investment committees that collectively manage several billion dollars.

He has been published in Financial Planning and Investments & Wealth Monitor and is the author of numerous white papers on financial planning and wealth management topics. He also produces a monthly newsletter for his clients and others who are interested, and a quarterly e-mail publication for financial professionals with several thousand subscribers. He is the recipient of the 2015 HONORS Award for contributions to the financial planning industry from the Financial Planning Association of Georgia. In addition, he has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.

This course will provide attendees with insight into a couple of common themes and questions presented to insurance advisors and financial planners. The first part of the course will focus on the pros and cons of paying down a mortgage compared to investing. The second part of the course will review Roth vs. Traditional IRAs and the benefits of each. Attendees will be exposed to various scenarios which favor the different IRAs while reviewing the many factors that go into determining which type of IRA is best suited for various retirement savings strategies.

 

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