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Event Detail

Money Smart Week: How to Maximize After Tax Wealth: Asset Location, Dedication, and Diversification (Limited Space) (Ended)

Date, Time, and Location:
Thursday, April 10, 2014 (add this event to your Outlook Calendar)
3:30 pm
Northern Trust, 50 S LaSalle St, Chicago, IL  60603   (Driving Directions)

Money Smart Week Presenters:
David Blanchett, CFA, CFP - Head of Retirement Research, Morningstar Investment Management
Don Duncan MBA, CFA, CFP, CPA - Managing Director, D3 Financial Counselors LLC

Program Description:
Learn tips from expert charterholders and financial industry leaders to help maximize your after tax wealth; and the role of asset location, dedication, and diversification. Discover how taxes impact financial planning and investments.

You will learn:

  • 5 tips to maximize after tax wealth
  • Studies that quantify the wealth impact of financial planning

Fee*:
Members - $35 FREE
Non-Members - $35 FREE
Student-Members - $35 FREE
(pricing underwritten by CFA Chicago)

Note: Photo ID required at check-in.

Attire: Business Casual

Registration: Online

Agenda:
3:30 - 4:00 pm - Registration and Networking
4:00 - 5:00 pm - Program

Hosted by: CFA Society Chicago

Presenters:
D. Blanchett David Blanchett, CFA, CFP - Head of Retirement Research, Morningstar Investment Management
David M. Blanchett, CFA, CFP® is the Head of Retirement Research for Morningstar’s Investment Management division in Chicago. In this role, he works closely with the division’s business leaders to enhance the group’s consulting services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and serves as the Chairman of the Advice Methodologies investment subcommittee. Blanchett has authored more than 40 articles that have been published in the ASPPA Journal, the Journal of Financial Planning, the Journal of Index Investing, the Journal of Indexes, the Journal of Indexes Europe, the Journal of Investing, the Journal of Performance Measurement, the Journal of Pension Benefits, the Journal of Retirement, the Journal of Wealth Management, and the Retirement Management Journal. He won the Journal of Financial Planning 2007 Call for Papers for research paper on optimal glide path allocations for retirees and the Retirement Income Industry Association 2012 Thought Leadership Award for research on portfolio withdrawal strategies. He has been quoted by AdvisorOne, bankrate.com, Bloomberg, CNN, the Chicago Tribune, Financial Planning magazine, Forbes, Ignites, InvestmentNews, Kiplinger’s, Marketwatch, Money magazine, Pensions & Investments, PLANSPONSOR, Planadviser, SmartMoney, and the Wall Street Journal. He has presented his research and participated in panels at a number of regional and national conferences for groups such as the Academy of Financial Services, ASPPA, fi360, the Financial Planning Association, Morningstar, NAPFA, Pensions & Investments, and the Retirement Income Industry Association. He has been interviewed on national television by CNBC Power Lunch and Fox Business. Blanchett currently holds the following professional designations or certifications, including: Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary AnalystTM (AIFA®), and he is a Chartered Financial Analyst (CFA) charterholder. He formally held the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations, although these designations are no longer active. He holds a bachelor’s degree in finance and economics magna cum laude from the University of Kentucky, a master‘s degree in financial services from the American College in Bryn Mawr, PA, and a master’s degree in business administration with a concentration in analytic finance from the University of Chicago Booth School of Business. He is taking classes toward a doctorate in personal financial planning at Texas Tech University.

D. Blanchett Don Duncan MBA, CFA, CFP, CPA - Managing Director, D3 Financial Counselors LLC
Early in Don Duncan's life he was involved in an automobile accident that severed his tongue. He spent many years in surgery and in speech therapy striving to overcome this obstacle so it would not become a handicap. Duncan uses his long term persistence and dedication of purpose, to help clients overcome obstacles and achieve their life time goals. After a successful career at Northern Trust Company, Duncan took his experience and started D3 Financial Counselors (D3) in 1997. The reason for the career change was so he could work with individuals rather than institutions. The singular focus of D3 is to help people achieve their goals through financial planning, risk-controlled investment management and tax wealth management. During his 16+ years with Northern Trust, Duncan managed over $8 billion in various portfolios and served as a member of the division's risk management team. Duncan is focused on being educated so that he can bring the best ideas to help clients achieve their goals. To this end, Duncan received his Certified Public Accountant designation in 1985, earned a Masters of Business Administration from DePaul University in 1987 and became a Chartered Financial Analyst in 1992. In 1997, he earned the Certified Specialist in Estate Planning designation and, in 2000, he became a licensed CERTIFIED FINANCIAL PLANNER™. Each year Duncan earns at least 30 hours of continuing education credits, to stay current with financial planning topics, taxes and investments. With his strong convictions about education, Duncan taught Financial Planning at DePaul University and Portfolio Management at Lewis University. Utilizing Duncan's teaching and public speaking experience, D3 Financial Counselors also conducts customized seminars to business employees and association groups. Duncan also was past Chairman of the Illinois Financial Planning Association, served on the NAPFA Midwest Board as well as having served as Chairman of the Downers Grove Chamber of Commerce. Duncan lives in Downers Grove with his wife Cindi and their children. He is an active member of the community and any endeavor he gets involved with. Duncan is focused on personal improvement by interacting with people, reading, and living new experiences. Recreationally, Duncan enjoys outdoor activities like backpacking, fishing, hiking, bike riding and travelling to new places.

Money Smart Week:
Money Smart Week® is a public awareness campaign designed to help consumers better manage their personal finances. This is achieved through the collaboration and coordinated effort of hundreds of organizations across the country including businesses, financial institutions, schools, libraries, not-for-profits, government agencies and the media. These groups come together once a year to stress the importance of financial literacy, inform consumers about where they can get help and provide free educational seminars and activities throughout the week. Programming is offered to all demographics and income levels and covers all facets of personal finance from establishing a budget to first time home buying to estate planning. The effort was created by the Federal Reserve Bank of Chicago in 2002. Partnering Organizations will host their events April 5 - 12, 2014.

*Special Notes Regarding Fees:
Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, April 3.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.