2018 Chapter Quarterly Meeting Schedule
- Friday, March 2, 2018 (8:00 a.m. – 1:30 p.m.)
- Thursday, May 17, 2018 (12:30 p.m. – 4:30 p.m. – networking social to follow)
- Friday, September 21, 2018 (8:00 a.m. – 4:00 p.m. – networking social to follow)
- Friday, November 16, 2018 (8:00 a.m. – 1:30 p.m.)
(2 hours of CFP ethics is always offered at our November meeting)
2019 Chapter Quarterly Meeting Schedule
- Friday, March 1, 2019 (8:00 a.m. – 1:30 p.m.)
- Friday, May 10, 2019 (8:00 a.m. – 1:30 p.m.)
- Friday, September 20, 2019 (8:00 a.m. – 4:00 p.m. – networking social to follow)
- Friday, November 15, 2019 (8:00 a.m. – 1:30 p.m.)
September 21st Quarterly Meeting
Barnes & Thornburg
11 S. Meridian Street, Fifth Floor Conference Room
Reception to follow the meeting on the 2nd Floor Mezzanine Level
PLEASE USE THE ON-LINE REGISTRATION ONCE OPEN: CLICK HERE
Registration will close on Tuesday, September 18th.
Meeting handouts will be placed on the FPA website one week prior to the meeting. Feel free to print them and bring the copies with you.
8:00 a.m. – 8:25 a.m. Pick up your Name badge, grab some coffee and find a seat!
8:25 a.m. – 8:40 a.m. Announcements: Doug Rotman, FPA Chapter President
8:40 a.m. – 8:50 a.m. Corporate Sponsor Update: David Paterra, TriState Capital Bank
8:50 a.m. – 9:00 a.m. Corporate Sponsor Update: Conner Murnighan, Sit Mutual Funds
Valerie Brennan, CPA, PFS, Alan Bouwkamp, Esq., Mary Sanders, Ph.D., HSSP
9:00 a.m – 9:50 a.m.
(Accepted for 1 hour CFP CE , 1 hour Insurance CE pending)
“Collaborative Practice: A Better Way”
If you have ever been a part of a client’s divorce that resulted in high-stress and costly litigation, chances are you came away thinking, “There has to be a better way!” Enter: Collaborative Practice. Collaborative Practice is a positive approach in which clients work with legal, financial and mental health professionals to assist them during conflict, such as when they are divorcing. This allows clients to receive a full array of expertise that they need from the professionals most qualified to provide it. While requiring hard work, at the end of the process, clients choosing Collaborative approach feel more satisfied and positive. This session will provide an introduction to Collaborative Practice, explain the benefits of Collaborative Practice for clients and explore professional opportunities to become involved.
Valerie Brennan is a principal with Somerset CPA’s with a focus on Tax and Financial Planning. She works with high net worth individuals and entrepreneurs, furnishing tax and accounting expertise, and developing financial planning strategies. Valerie is a Personal Financial Specialist, Neutral in Collaborative Practice, holds Series 7 and 66 securities licenses and is a licensed insurance agent. Valerie has consistently been named a “Five Star Wealth Manager” in Financial Planning as published by Indianapolis Monthly. When not at Somerset, Valerie enjoys spending time with her family and close friends. A yoga enthusiast, she likes to find opportunities to practice at her favorite studio. Valerie is deeply involved in her church, currently serving as her congregation’s lead pastor.
Alan A. Bouwkamp is a partner in the firm of Newton Becker Bouwkamp Pendoski, PC in Indianapolis, Indiana, where he practices in the areas of family law, business litigation, general litigation, and insurance issues. Mr. Bouwkamp received a B.A. Degree in 1984 from Indiana University and his Juris Doctorate degree, cum laude, in 1990 from Indiana University School of Law-Indianapolis. Mr. Bouwkamp has practiced extensively before trial courts throughout Indiana, the Indiana Court of Appeals, and has argued before the Indiana Supreme Court. Mr. Bouwkamp has lectured extensively on issues such as life after divorce, child custody and shared parenting, child abuse, and general family law. He is a member of the Indianapolis, Hamilton County, and Indiana State Bar Associations, a member of Grievance Committee B of the Indianapolis Bar Association.
Mary L. Sanders, Ph.D., HSPP, a psychologist, works with children, adolescents, adults, couples and families. She earned her A.B. degree (1972) from Washington University, St. Louis, and her M.A. (1974) and Ph.D. (1979) degrees from University of California, Riverside. Mary has been in private/group practice as a psychologist since 1981, first in California and, since 1992, in Indianapolis. Mary serves as a family specialist/mental health neutral. She is pleased to be associated with Collaborative Solutions, a group of collaborative professionals committed to a “best practices” model of collaborative practice.
9:50 am – 9:55 am – Break
Valerie Brennan, CPA, PFS, Somerset CPA’s
9:55 a.m – 10:45 a.m.
(Accepted for 1 hour CFP CE , 1 hour Insurance CE pending)
“2018 Tax Update”
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act. This legislation resulted in the most sweeping changes to the tax code since 1986. This session will highlight the aspects of the legislation most likely to impact the clients of the financial professional attending.
Valerie Brennan is a principal with Somerset CPA’s with a focus on Tax and Financial Planning. She works with high net worth individuals and entrepreneurs, furnishing tax and accounting expertise, and developing financial planning strategies. Valerie is a Personal Financial Specialist, Neutral in Collaborative Practice, holds Series 7 and 66 securities licenses and is a licensed insurance agent.
Valerie has consistently been named a “Five Star Wealth Manager” in Financial Planning as published by Indianapolis Monthly. When not at Somerset, Valerie enjoys spending time with her family and close friends. A yoga enthusiast, she likes to find opportunities to practice at her favorite studio. Valerie is deeply involved in her church, currently serving as her congregation’s lead pastor.
10:45 am – 10:55 am – Break
Marilee Springer, JD, Ice Miller and Robert A. MacPherson, CAP, Central Indiana Community Foundation
10:55 a.m – 11:45 a.m.
(Accepted for 1 hour CFP CE , 1 hour Insurance CE pending)
“Cool New Math: Social Good + Financial Returns = Social Impact Investing”
This program will present an overview of social impact investing and the emerging use of investments that generate social benefits while delivering financial return. Specific learnings will include the numerous places along the social impact investing spectrum that investment and social outcomes can occur, the statistical growth and opportunities within the field, and descriptions and actual case studies of various social impact investing vehicles that are being deployed today.
Marilee J. Springer is a partner at Ice Miller, LLP concentrating her practice on the representation of tax-exempt organizations, donors and governmental entities and affiliates. In this capacity, Marilee focuses on corporate, structuring, governance and tax issues. Marilee’s dedicated service in the public sector provides valuable insights and knowledge that will benefit tax-exempt and governmental entities.
Marilee served as Deputy Chief of Staff and Senior Policy Director for Indiana Governor Mike Pence from 2013 to 2014. During 2011 and 2012, Marilee served as the Policy Director for Education and Workforce, assisting then Congressman Pence in the development of his campaign policies in K12 education, higher education and adult workforce. With experience in the public and tax-exempt sectors, Marilee works with her clients to deploy public advocacy strategies that involve 501(c)(3), 501(c)(4), 501(c)(6) and PAC activities. Marilee’s practice frequently sits at the intersection of her for-profit and philanthropic clients, where she advises clients on corporate social responsibility (CSR) programs, social impact investments and sophisticated grants and mission related investments.
Rob MacPherson serves as Vice President for Development with the Central Indiana Community Foundation (CICF). He directs the Foundation’s asset development strategies and donor services activities. In addition to working with prospective donors to promote the ease and advantages of partnering with the community foundation to fulfill charitable wishes, Rob works closely with CICF’s current donors to keep them engaged with the Foundation’s work in the community and informed on current trends in central Indiana and with charitable giving.
Rob received his Bachelor of Arts degree from Central Michigan University. He earned his Chartered Advisor in Philanthropy (CAP) designation from the American College in 2010 and has completed ongoing education at Indiana University’s Center on Philanthropy in Indianapolis.
11:45 am – 11:55 am – Lunch Sponsor: JD East, Vice President of Structured Investments, First Trust Portfolios
11:55 a.m. – 12:40 p.m. – Lunch sponsored by: First Trust
Best Practices Forum
12:40 p.m. – 1:30 p.m.
This facilitated group session will serve as a time for collaboration among our FPA chapter members as we focus on sharing best practices in several different areas. Whether broker-dealer affiliated or RIA, commission or fee-only, all of us face similar challenges unique to our industry, and having other professionals to discuss solutions with, can sometimes make all the difference.
We will have several prepared discussion points/questions as we cover topics including, but not limited to, financial planning methods, business development, technology, and compliance.
When we begin you will stay at your initial table and a discussion point/question will be asked by the Moderator. At this time, you will discuss among your table-mates for 5-6 minutes, the Moderator will then choose several tables to share their best thoughts on this topic for another 5-6 minutes and then on to the next prepared discussion point/question.
We are excited to hear your thoughts, whether you are our most experienced members, past board members, students or NexGen members – it will be a session full of valuable information you won’t want to miss.
1:30 p.m. – 1:35 p.m. – Break
Charo Boyd, Social Security Administration
1:35 p.m. – 3:15 p.m.
(Accepted for 2 hours CFP CE , 2 hours Insurance CE pending)
“Social Security Retirement Planning Strategies Update”
Charo Boyd, SSA’s Public Affairs Specialist for Indianapolis metropolitan, will conduct an interactive seminar. She will provide an update on retirement planning strategies. She will explain opportunities to still restrict an application to spouse only benefits. She will also discuss when and how to suspend benefits. Online tools including applications, benefit calculators, the earning test calculator, and FAQs will be demonstrated. A special emphasis will be given to the newest online services available via “mysocialsecurity.” She will also provide a Medicare overview with an emphasis on enrollment periods, Health Savings Accounts (HSA) and update regarding higher premiums for individuals with higher incomes.
Charo N. Boyd, is the Social Security Administration’s (SSA) Public Affairs Specialist for the Indianapolis metropolitan and Southern Indiana area. She is responsible for informing the public about SSA programs and benefits. She is often the guest speaker for retirement and disability seminars. She has also trained HR Managers, Financial Planners, Tax Preparers, Social Workers, Case Managers, Disability Advocates, and Attorneys on various SSA topics.
Boyd has been employed with SSA since 2002. She began her career as a claims representative in the Downtown Indianapolis District SSA office. She has worked as an Insurance Specialist in all areas of the Title II Program (Medicare, Retirement, Survivors, and Disability Insurance Benefits).
Boyd has a B.S. in Psychology (Magna Cum Laude) and a M.S. in Guidance & Counseling with a concentration in clinical and organizational counseling all from Tennessee State University.
IMMEDIATELY FOLLOWING THE MEETING, PLEASE JOIN US ON THE 2nd FLOOR MEZZANINE LEVEL FOR BEVERAGES & APPETIZERS!
Questions: email Roxanne at email@example.com or call (317) 373-1355