Chapter Meetings



 

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 22, 2019 (8:00 a.m. – 1:30 p.m.)
    (two hours of CFP Ethics is provided at every November meeting)

 

Next Meeting

March 1, 2019

8:00 a.m. – 1:35 p.m.

Barnes & Thornburg

11 S. Meridian Street, Fifth Floor Conference Room

Members attend at NO cost

Guests attend at $125
a guest may only attend their first meeting at no cost

REGISTER HERE

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: Ryan Thomas, FPA Chapter President
8:40 a.m. – 8:50 a.m.  Silver Sponsor Update:  Ray Parmen, Mass Mutual Midwest Brokerage
8:50 a.m. – 9:00 a.m.  Silver Sponsor Update: Tim Ponstingle, Charles Schwab Advisor Services
9:00 a.m. – 9:10 a.m.  Silver Sponsor Update: Rick Randall, Randall, Gentry & Pike

C. Brant Steck, CFP®, BUI

  9:10 a.m. – 10:00 a.m. 

(Approved for 1 hour CFP, 1 hour of Insurance CE is pending)

“The New Normal for Longetivity Planning”  

Non-guaranteed premiums, accompanied by highly publicized rate increases, have left many owners of traditional LTCi policies in a position where they have to decide between sacrificing benefits or sacrificing their lifestyle to shoulder the additional premium burden. This presentation will focus on the evolution of the market’s LTC insurance products and the industry’s response via hybrid plans.

The participant will learn the basics of traditional and hybrid long-term care insurance, how changes in the market have caused a shift from traditional toward hybrid long term care plans, and planning considerations for addressing clients’ long-term care needs.

As Vice President of BUI, Brant leads the firm’s marketing efforts with the ultimate goal of understanding, creating and delivering value to the advisors. By tailoring BUI’s resources and services to the needs of individual advisors, the marketing team at BUI makes it comfortable and easy for advisors to engage their clients in the areas of wealth transfer and wealth protection.

After graduating from Truman State University, Brant began his career in the insurance industry at GMAC Insurance and then AXA Advisors before finding his home at BUI in 2008. In May of 2012, Brant completed the education, exam, experience and ethics requirements to earn his designation as a Certified Financial Planner (CFP®). Brant has been quoted in numerous publications, most recently in U.S. News & World Report.

10:00 a.m. – 10:10 a.m. – Break

David S. Gilreath, CFP®, Innovative Portolios, LLC

10:10 a.m. – 11:00 a.m. 

(Approved for 1 hour CFP, 1 hour of Insurance CE is pending)

“Using Option Strategies for Financial Planning Solutions”  

Financial Planning involves a comprehensive view of a client’s life, circumstances, and future goals. Identifying potential planning issues is crucial in the financial planning process and key to the overall success of the client’s future, not to mention the success of the client/Advisor relationship. This presentation focuses on helping investment advisors identify financial planning challenges within investment portfolios and offering potential solutions through option-based strategies. Three common financial planning issues are discussed (concentrated position, idle portfolio of low-cost basis stocks and inadequate portfolio diversification and income derivation, and tax harvesting tactics) followed by details of how appropriately-applied option strategies can be effective tools in portfolio management and financial planning.

As a Managing Director and Chief Investment Officer of Innovative Portfolios, Dave Gilreath shares responsibility for setting investment policy, asset allocation, and security selection for open-end registered investment company funds managed by Innovative Portfolios. He also consults with the clients of Sheaff Brock on overall portfolio construction. Dave has more than 25 years of experience in the financial services industry.

Since 2002, Dave has been writing for the financial services industry. He is a featured contributor giving money management advice in Market Moves, an investment column for ABCNews.com as well as CNBC.com’s Financial Advisor Hub.

 

11:00 a.m. – 11:40 a.m. – Networking Brunch Sponsored by: First Trust

11:40 a.m. – 11:50 a.m. –  JD East, Vice President of Structured Investments, First Trust Portfolios

Lisa Anderson, Indiana Public Retirement System 

11:50 a.m. – 12:40 p.m.

 (Approved for 1 hour of CFP CE, 1 hour of Insurance CE pending)

“Understanding Indiana Public Employees Retirement and Teachers Retirement Fund Plans”

This program will give attendees an overview of the Public Employees Retirement Fund (PERF) and the Teachers Retirement Fund plans that The Indiana Public Retirement System (INPRS) offers to public employees and teachers, and how members qualify for and begin to receive benefits.

Lisa Anderson leads the Retirement and Financial Education field services team at the Indiana Public Retirement System (INPRS). While she’s been with INPRS for over 8 years, she has more than 25 years of experience in the retirement services industry. She is dedicated to helping individuals engage in and plan their financial futures. Lisa has also worked extensively with employers, consulting on retirement plan design, compliance and conversions. A Colorado native, Lisa holds a Bachelors’ degree from the University of Colorado and a Masters’ degree from Regis University of Denver.

12:40 p.m. – 12:45 p.m. – Break

Rob MacPherson, CAP, Central Indiana Community Foundation and
Mary Stanley, JD, CAP, Central Indiana Community Foundation 

12:45 p.m. – 1:35 p.m.
(Approved for 1 hour of CFP CE, 1 hour of Insurance CE pending)

Corporate and Community Impact Resources for Business Owners: From Corporate Social Responsibility to Succession Planning” 

This program will present the growing trends, importance, benefits and tools for the business owner to engage in philanthropic activity and community engagement.

Attendees will learn about the options for a business owner when it comes to charitable giving, employee engagement, corporate social responsibility (CSR) and succession planning including charitable vehicles that benefit the business owner, their families and the business itself. Specific learnings will include what a CSR plan is and how to start one, various tools and strategies for employee engagement and bottom-line customer benefit, the benefits and rules around charitable funds and foundations, social impact investing opportunities and the gifting of closely-held business shares as a tax and charitable strategy.

Rob directs asset development strategies and donor services activities for CICF. Prior to joining CICF, Rob was on staff at the Arts Council of Indianapolis as Director of Special Projects. He led a citywide arts education study, as well as the agency’s strategic planning efforts and development activities. From 1994 to 2001, Rob served the Indiana Repertory Theatre (IRT) as Director of Development. Rob earned his Chartered Advisor in Philanthropy (CAP®) designation from The American College in 2010 and has completed ongoing education at Indiana University’s Lilly Family School of Philanthropy in Indianapolis. Rob serves or has served as a board member of the Lacy Leadership Association, Indiana Civil Liberties Union Foundation, VSA Arts of Indiana, Eastside Community Investments, and Dance Kaleidoscope.

Mary provides charitable gift planning strategies and advice to individuals, families, businesses, private foundations, and charitable organizations, together with their respective professional advisors. Mary feels blessed that the majority of her job involves helping charitably-minded people and their professional advisors figure out the most effective methods of making meaningful charitable gifts in support of their favorite charities or philanthropic causes.

Mary earned the designation of Chartered Advisor in Philanthropy (CAP®) from The American College, is a Phi Beta Kappa graduate of the University of Arizona and graduated magna cum laude from IU Robert H. McKinney School of Law. Prior to joining CICF, she was partner at Baker & Daniels law firm, where she practiced law from 1982-1998.

Questions: email Roxanne at roxanne.mcgettigan@fpaindiana.org or call (317) 373-1355