All handouts for the Quarterly Meetings, CE Day and Lunch & Learns are available on this page of our website one week prior to the date of the particular meeting (unless a speaker is bringing handouts with him/her, which is also noted). Feel free to print out the handouts and bring them with you.
September 18, 2020 Virtual Meeting
David Lebovitz, J.P. Morgan Asset Management
Guide to the Markets 2020 (3rd Quarter)
John Olivieri JD, Barnes & Thorburg, LLP
Indiana’s Directed Trust Statute and What it Means for Financial Advisors
Greg Geisler PhD, Indiana University-Bloomington
How to Save the Most Tax when Donating to Charity
Charo Boyd MS, Social Security Administration Public Affairs Specialist
Understanding Social Security Retirement, Spouse and Survivors Benefits Update 2020
Handout: Update 2020
August 21, 2020 Virtual Meeting
Dr. Peggy Marshall, The Global Institute of Organizational Coaching
The Coaching Selling Connection
Greg Wright, CFE, CFP, Certified Fraud Examiner
Theft of $450,000 a Nickel at a Time
(This presentation is copy-written and will not be added to our website)
March 6, 2020 Quarterly Meeting
Colleen Denzler, CFA, Smith Capital Investors
2020 Themes: Transformative Events in the New Year
Philip Walker, Finance of America Reverse
Managing Sequence of Returns Risk with Home Equity
Handout 1
Handout 2
Handout 3
Handout 4
Handout 5
SEPARATE 3-HOUR SESSION:
Eben Burr, Toews Corporation
Advanced Planning Session: Managing Investment Behavior
Brian Eagle, JD, Eagle & Fein, P.C.
Top 5 Estate Planning Considerations for 2020
Handout: Appendix 1
November 22, 2019 Quarterly Meeting
Daniel J. Candura, CFP, Candura Group
New Standards for a Fiduciary World: Understanding CFP Board’s Revisions
There are no handouts for this presentation.
It is encouraged for you to bring your smartphone, tablet or laptop for this ethics presentation as it is interactive.
Victor Ricciardi, BBA, MBA, APC; Social Science Research Network
Financial Behavior: The Psychology of Client Communications
Supplemental Reading:
Understanding Behavioral Aspects of Financial Planning and Investing
The Psychology of Financial Professionals and Their Clients
How Behavioural Biases Affect Finance Professionals
How Biases Affect Investor
Chapter 1 Investor Behavior An Overview
Chapter 1 Financial Behavior An Overview
Shelley Specchio, MIBOR Realtor Association and Julie Downey, Realtor
The CFP®/REALTOR Advantage, Building Clients for Life
September 20, 2019 Quarterly Meeting
Alex Glass, Indiana Securities Commissioner
Senior$afe: Preventing Financial Exploitation of the Elderly
Greg Geisler, PhD, MBA, Indiana University
Tax and Financial Planning Around the Social Security Tax Torpedo
Greg Geisler, PhD, MBA, Indiana University
Tax-Efficient Withdrawal Strategies During Retirement
Jake Norton, SEI
The Next Wave of Advice Management
Handout: Why Your Advisor Chose SEI
David A. Gresham, JD, CLU, ChFC, OneAmerica
Unconsidered Consequences: The Results of Failing to Have a Conversation with Your Clients about Long Term Care
Gordon F. Homes, Jr., CFP, CLU, ChFC, CASL, MassMutual Midwest
Paying it Forward: A Personal and Professional Special Needs Journey
Handout: Special Care Overview
Mark A. Wasky, JD, Indiana Economic Development Corporation
Indiana Opportunity Zones
August 9, 2019 CE-Half Day
Brandon Zureick, CFA, Johnson Asset Management
Headwinds, Tailwinds and Emerging Themes
Stephen Lukinovich, CPA, CVA, PFS, MCM CPAs & Advisors
Midwest Opportunity Zone Forum
Marcia Honz, NMLS-923102, Finance of America Reverse, LLC
Reverse Mortgage Training for Financial Planners – Using HECMS within a Comprehensive Retirement Plan
May 10, 2019 Quarterly Meeting
Jay Mooreland, MS, CFP®, The Emotional Investor
Applied Behavioral Finance (Jay has requested that the Power Point not be placed on the website)
Bill Owen, Jr., CPA
TCJA-Considerations-Pitfalls-Surprises Clients Didn’t Realize Until they Filed their 2018 Taxes
Ty Needler, Wealth Advisory Solutions and Tony Whitbeck, Key Management Group
Practice Valuation & 10 Steps to Prepare your Practice to Sell
David Van Osten, CFP®, Vanguard Financial Advisor Services
THIS PRESENTATION IS FOR NEXGEN MEMBERS ONLY
ETFs 101 & 201: An Introduction to ETFs and Beyond the Basics
ETF’s 101
ETF’s 201
Ryan Donohue, Vanguard Financial Advisor Services
Adding Value Through Behavioral Coaching
March 1, 2019 Quarterly Meeting
C. Brant Steck, CFP®, BUI
The New Normal for Longevity Planning
David S. Gilreath, CFP®, Innovative Portolios, LLC
Using Option Strategies for Financial Planning Solutions
Lisa Anderson, Indiana Public Retirement System
Understanding Indiana Public Employees Retirement and Teachers Retirement Fund Plans
Handouts:
PERF at a Glance
At a Glance for Local Government Employees
Teachers at a Glance
Rob MacPherson, CAP and Mary Stanley, JD, CAP, Central Indiana Community Foundation
Corporate and Community Impact Resources for Business Owners
November 16, 2018 Quarterly Meeting
Daniel J. Candura, CFP, Candura Group
New Standards for a Fiduciary World: Understanding CFP Board’s Revisions
There are no handouts for this presentation.
It is encouraged for you to bring your smartphone, tablet or laptop for this ethics presentation as it is interactive.
John Williams, Medicare Specialist, SHIP, Indiana Department of Insurance
Medicare and You
Handouts:
What’s Medicare? What’s Medicaid?
Medicare Amounts
Programs That Can Help Pay Medicare Specialist Expenses
2018 Income and Resource Limits
What’s a Medicare Advantage Plan? What’s a Medigap Plan?
Greg Geisler, PhD, Clinical Professor of Accounting, Kelley School of Business
Are Health Savings Accounts Better than an Employer-Matched 401(K)? And, Tax-efficient Order to Invest and Pay Down Debts
September 21, 2018 Quarterly Meeting
Valerie Brennan, CPA, PFS, Somerset CPA’s
Alan A. Bouwkamp, JD Newton Becker Bouwkamp Pensoski, PC
Mary L. Sanders, Ph.D., HSPP
Collaborative Practice: A Better Way
Valerie Brennan, CPA, PFS, Somerset CPA’s
2018 Tax Update
Marilee J. Springer, JD, Ice Miller
Robert A. MacPherson, CAP, Central Indiana Community Foundation
Cool New Math: Social Good + Financial Returns = Social Impact Investing
Charo Boyd, Social Security Administration
Social Security Retirement Planning Strategies Update
Handouts:
Special Payments After Retirement 2018
Update 2018
Understanding the Benefits 2018
Medicare 2018
What You Can Do Online
How To Use The Online Retirement Estimator
How To Create An Online Account
Medicare Premiums Rules For Higher-Income Beneficiaries 2018
August 3, 2018 CE Half-Day
David Gilreath, CFP®, Sheaff Brock Investment Advisors
Understanding Market Volatility and How to Manage It
Handout: Case Study
Mike Curtiss, Vrabec Insurance
Medicare Basics in Less Than One Hour
Richard L. Randall, Attorney, Randall, Gentry & Pike
Creative Use of Trust Protectors to Support Keeping Your Assets Under Management
May 17, 2018 Quarterly Meeting
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Pinnacle Advisory Group
1st Presentation: New World of Social Security
2nd Presentation: Five Industry Trends Reshaping Financial Advice (this presentation does not offer any CE credits)
3rd Presentation: To Roth or Not To Roth
*** Presentations and extra handouts can be found here: www.kitces.com/FPAGIN18
March 2, 2018 Quarterly Meeting
Speakers:
Michael Finke, Ph.D., CFP, The American College of Financial Services
Living in Retirement: Creating a Plan for Aging
James Paccione, Columbia Threadneedle Investments
529 Best Practices
William R. Owen, Jr., CPA, CFP, Denali Wealth Management Advisors, LLC
Tax Reform – the Tax Cuts and Jobs Act
Sponsors:
Brunch Sponsor PP: DPL Financial Partners, David Lau
Corporate Sponsor PP: Nuveen, Doug Gowski
Corporate Sponsor PP: Westwood Funds, Kevin Tully; extra: Planning for Downturns
Corporate Sponsor PP: Finance of America Reverse, Marcia Honz
November 17, 2017 Quarterly Meeting
Daniel J. Candura, CFP, Candura Group
Interactive Ethics
There are no handouts for this presentation.
It is encouraged for you to bring your smartphone, tablet or laptop for this ethics presentation as it is interactive.
Jeff Gorham, JD, Frost Brown Todd, LLC
Blockchain and Cryptocurrency: What Financial Planners Need to Know
Christopher Barnthouse, MBA, CLTC, Northwest Mutual Financial Network
Your Client is Declined for LTCI, Now What?
September 15, 2017 Quarterly Meeting
Guest speaker at beginning of meeting:
Lauren Rochester, Manager, Community Impact, United Way of Central Indiana to speak about the Volunteer Income Tax Assistance Program (VITA)
Handouts Lauren will be referring to:
Fact Sheet
Indy Tax Prep Flyer
Jay Mooreland, MS, CFP®, The Emotional Investor
Creating a Robust Plan for Emotional Investors
(This is only a summary of Jay’s presentation).
Todd Patterson, Waypoint Residential, LLC
Commercial Real Estate & Multi-Family Market Outlook
Joseph A. Clark, CFP®, RFC, The Financial Enhancement Group
Critical Tax Decisions That Will Impact Your Retirement
Kitrina Wright, CPA, Wright Accounting Group
Understanding Taxation of Stock Options
Ken Bennett, JD & Sara McClammer, JD, Bennett & McClammer, LLP
Cognitive Decline: Recognizing Limited Capacity of Clients and Resources for Ethically Providing Services
Bryan Clontz, Ph.D, CFP®, CLU®, ChFC®, Charitable Solutions, LLC
Creative Charitable Planning with Closely-Held Businesses: A Case Study Approach
Additional Handout:
Financial/Estate/Tax Planning Considerations for Top Ten Non-Cash Asset Contributions
August 11, 2017 CE Half-Day
Marcus A. Velasco, CFA, Nuveen Wealth Management Services
Family Wealth Education: Nurturing Financial Responsibility in Youth, Young Adults and Adult Children
Family Wealth Education Workshop (workbook that accompanies this presentation)
Wealth Management Services Brochure
Mike Curtiss, Vrabec Insurance
Understanding the Medicare Maze
Lynne Coverdale, MBA, Salin Bank and Trust
Credit Scores – How they Impact Your Financial Success
Handout:
Credit Score Guide
May 18, 2017 Quarterly Meeting
Richard L. Randall, JD, Randall, Gentry & Pike, P.C.
17 for ’17
Additional handouts will be distributed at the meeting.
Alex Glass, Indiana Securities Commission
Indiana Securities Division Update
Mary Guerriero Austrom, PhD, Indiana University School of Medicine
Working with Older Adults: Understanding Aging, Cognitive Impairment and Dementia
Links to Booklets/Handouts (Dr. Austrom will be bringing a few with her).
https://www.nia.nih.gov/alzheimers/publication/understanding-alzheimers-disease
https://www.nia.nih.gov/alzheimers/publication/understanding-memory-loss
https://www.nia.nih.gov/alzheimers/publication/frontotemporal-disorders
https://www.nia.nih.gov/health/publication/advance-care-planning
Marcia Honz, NMLS # 923102, Finance of America Reverse
Reverse Mortgages and Retirement Plans
February 17, 2017 Quarterly Meeting
Ellen M. Deeter, JD, CFP®, CTFA, Dale & Eke, P.C.
Charitable Planning with CRATs, CRUTs, CLATs and CLUTs
Additional Handout
Charo Boyd, Social Security Administration
Social Security Update and Retirement Planning Strategies
Handout #1 – Understanding Social Security
Handout #2 – SSA Update 2017 publication
Handout #3 – SSA Understanding the Benefits 2017 publication
Please go to www.socialsecurity.gov/myaccount and create your online social security account.
During her presentation, she will highlight the services that are available via this account and how planners can assist clients with it. Most individuals know that you can get your social security statement within this portal. However, there is so much more! The SSA recently added claim status updates and 1099s (perfect for tax season).
November 18, 2016 Quarterly Meeting
Daniel J. Candura, CFP, Candura Group
Ethics 2016
There are no handouts for this presentation
It is encouraged for you to bring your smartphone, tablet or laptop for the ethics presentation as it is interactive.
Don Marsh, Mature Marketplace
Understanding the 50+ Mature Marketplace
September 9, 2016 Quarterly Meeting
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Pinnacle Advisory Group
1st Presentatioin: An In-Depth Look at Optimal Rebalancing Strategies
2nd Presentation: Strategies for Managing Sequence of Return Risk in Retirement
*** Both presentations and extra handouts can be found here: www.kitces.com/FPAGIN16
Bob Mauterstock, CFP®, ChFC, CLU, Gift of Communication
Bridging the Gap, Creating an Intergenerational Plan for Your Clients
Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, Ed Slott and Company, LLC
1st Presentation: Everything You Ever Wanted to Know about Lifetime RMDS…And More
2nd Presentation: How to (Survive) Thrive in the Post-Fiduciary Rule World
John Williams, SHIP, IN Department of Insurance
Medicare Benefits and Getting Help Understanding Them
Additional Handouts:
What’s Medicare/What’s Medicaid
2016 Medicare Amounts
Programs that can Help Pay Medicare Specialist Expenses
Income and Resource Limits
What’s a Medicare Advantage Plan/What’s a Medigap Plan
August 19, 2016 CE Half-Day
Alex Wayne, A.J. Wayne & Associates
Financial Advisor Loss Prevention and Professional Liability Solutions
Jeff Hess, Ash Brokerage
Business Succession – Proper Planning for the Business Owner
Lynne Coverdale, MBA, Salin Bank & Trust
Mortgage Options that Solve and Sizzle
Additional Handout: Amortization Schedule for 20 Year Fixed
May 19, 2016 Quarterly Meeting
David Cechanowicz JD, MSFS, CLU, ChFC, Social Security Timing
Social Security Optimization and Retirement Income Planning Overview
John R. Humphrey, JD, Taft, Stettinius & Hollister LLP
Asset Protection Planning
Rebecca Vaughan, LTCP, Indiana Department of Insurance
Overview of Long Term Care & the Indiana LTC Partnership Program
Rebecca will also be bringing a booklet titled: What you Should Know About LTC” as an extra handout.
Kitrina Wright, CPA, Wright Accounting Group / FA Bean Counters
Advising Small Business Owners: Understanding Gray Areas of your Clients’ Small Business Finances
Extra Handout: p5027 Client Identity Theft
February 12, 2016 Quarterly Meeting
Gerry W. Beyer, Texas Tech University School of Law
Digital Assets, Pets and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore
Glen A. Larsen DBA, CFA, CIPM, Indiana University, Kelley School of Business
Small-Basket Minimum Variance Portfolios of DJIA Stocks: A Case for Active Management
November 13, 2015 Quarterly Meeting
Daniel J. Candura, CFP, Candura Group
Ethical Challenges II
There are no handouts for this presentation
It is encouraged for you to bring your smartphone, tablet or laptop for the ethics presentation as it is interactive.
Ryan F. Callahan, Fidelity Financial Advisor Solutions
Planning for Healthcare in Retirement
Materials will be emailed to all attendees after the presentation
Karen Nystrom, National FPA’s Director of Advocacy
FPA Policy Positions, Advocacy, and Challenges in the Profession
September 18, 2015 Quarterly Meeting with CFA Society Presentations:
Rod Zeeb, JD, HDP, Co-Founder and CEO of The Heritage Institute
Better Listening. Better Questions. Bigger, Better & More Cases
Handouts:
The Elements of Heritage Planning
Short Assessment
Free Book Sign-Up Form
David Kotok, CIO Cumberland Advisors
Central Bank Policy, Employment Statistics and Implications for Financial Markets. September 2015 Observations.
Handouts will be distributed at the beginning of the presentation. Books will be for sale after his presentation.
Glenn Reynolds, CFA, CEO and Co-Founder of CreditSights
State of the Credit Cycle: Past vs. Prologue
Handouts will be distributed at the beginning of the presentation.
Rob MacPherson and Nan Edgerton, Central Indiana Community Foundation
Utilizing Community Foundations to Assist with Charitable Aspects of Estate Planning
Handouts:
Utilizing Community Foundations to Assist with Charitable Aspects of Estate Planning(PDF)
Donor Designated and Interest Area Fund Agreement
1st Amendment Sample
Vince Piazza, CFA, Bloomberg Intelligence
Fundamentals and Policy Considerations in Global Energy (PowerPoint will not download onto our website. He will be happy to send the slides to those interested after the presentation.)
Charles Munsell, EA, MSPA, Nyhart
Cash Balance Plan
His power point will serve as the handouts.
August 14, 2015 CE Half-Day Presentations:
Troy C. Patton, CPA/ABV, The Archer Funds
Valuation Basics – What is a Valuation? Why do you Care? Should your Client care about Value?
Handouts:
Risk Barometer-Patton Valuations
Why Business Valuation?
Tim Hays, CFS, Jackson National Life Distributors
Advanced Tax Planning in 2014: Harnessing the Power of Asset Locations
Handouts will be distributed at the beginning of the presentation
Richard L. Randall, Esq., Randall Law Offices, P.C.
Providing Creditor Protection for Inherited IRAs after the Clark vs. Rameker Decision
Handouts will be distributed at the beginning of the presentation
May 15, 2015 Quarterly Meeting Presentations:
Jay Mooreland, MS, CPF, The Emotional Investor
Understanding Market Anomalies
Carol A. Mihalik, Securities Commissioner
In the Balance: Investor Protection, Entrepreneurship and Emerging Issue
Additional Handout:
IBJ Article
Jacque Mickel, Asst. Director of Financial Aid, Butler University
Investing in Higher Education; How to Apply for Financial Aid
Edwin P. Morrow, III, JD, LL.M, MBA, CFP, RFC, Key Private Bank
The Optimal Basis Increase Trust – Making AB Trusts Income Tax Efficient After ATRA
Additional Handout:
Optimal Basis Increase and Income Tax Efficiency Trust
February 13, 2015 Quarterly Meeting Presentations
Joel Weintraub, Humor for the Health of It
Reduce your Stress and Laugh your Troubles Away While Understanding what Goes on Inside the Mind of your Investor
Charo N. Boyd, Social Security Administration
Understanding Social Security in Retirement Planning
Handouts:
my Social Security
Suspending SSA benefits and Restricting Applications
The above handouts and copies of the power point presentation will be handed out at the meeting.
Robert W. Fechtman, JD, CELA, Fechtman & Moore
Presentation:
How to Draft and Administer the Perfect Special Needs Trust
There will not be a power point presentation used. Robert will be using the above presentation.
November 21, 2014 Quarterly Meeting Presentations
Daniel J. Candura, CFP, Candura Group
There are no handouts for this presentation
It is encouraged for you to bring your smartphone, tablet or laptop for the ethics presentation as it is interactive.
Lynne Coverdale, MBA, Salin Bank
PowerPoint:
Credit Scores – How they Impact your Financial Success
Handouts:
Your Credit Score
DMA Choice
Sample Credit Report
In File Credit Reference
Annual Credit Report
Sample Letter for Disputing Errors
Lucia D. Wocial, PhD, RN, Indiana University School of Nursing
PowerPoint:
Talking about Death: Living Life to the Fullest
Additional Handout:
Resources for Engaging in Conversation about Death
October 21, 2014 Lunch & Learn
Teresa Eagan, Long Term Care Associates
A Perspective for Today’s Long Term Care Solutions
Handouts:
Estimated Future Cost of Care and Policy Benefits with Inflation Increases
Difference between 30 Day and 60 Day
September 19, 2014 Quarterly Meeting with CFA Society Presentations:
William Smead, Smead Capital
Handout:
Well Known Fact
Laird Landmann, TCW/Metwest
Active Bond Management: Behavioral Biases and Cyclical Phenomenon Driving Risk and Opportunities in Fixed Income
He is bringing handouts with him
Bob Mauterstock, CFP, ChFC, CLTC, Gift of Communication
Bridging the Gap, Creating an Intergenerational Plan for your Clients
Handouts:
Hold a Successful Family Meeting
My Digital Estate
Third Party Sharing of Information
Terry Tolliver, Attorney General’s Office
How You and Your Clients Can Avoid Scams and Prevent Identity Theft
Bringing handouts with him
Morton Marcus, Economist
Current Economic Conditions and their Implications for the Future
There will not be a PP or handouts during this presentation.
Jeremy Pemberton, Waypoint Residential (substituting in for Jeremy will be Lori Perro)
Handouts:
Using Direct Real Estate as a Fixed Income Alternative (this PP is too large to download to our new chapter website).
August 15, 2014 CE-Half Day Presentations:
Tim Hays, CFS, Jackson National
Advanced Tax Planning Strategies
Bringing handouts with him
Jason Andrews, CFP, CRPC, Equity Financial Services
Your Retirement Your Way: Succession Planning Concepts to Preserve the Value of your Practice
Jerry Cowan, Esq., Law Offices of Gerald Cowan
Hot Topics, Recent Developments and Tips in Estates
Bringing handouts with him
May 16, 2014 Presentations:
Charles S. de Segundo, CFA, PIMCO
Handouts:
Powerpoint:
Mapping a Path Forward – A Framework for Bond Investing Today
Extra Handout:
Mapping a Path Forward – A Framework for Bond Investing Today
Mark Maddox, JD, Maddox Hargett & Caruso, P.C.
Handouts:
A Word of Advice
Brad Wethington, CLU, ChFC, LUTCF, SIHO Insurance Services
Handouts:
Healthcare Reform – Between the Marketplace and the Employer Shared Responsibility
Brenda Wheeler, Security 1 Lending
Handouts:
Incorporating Housing Wealth in the Retirement Distribution Phase
March 17, 2014 Presentation at Pacer Event:
Troy Patton, CPA/ABV, The Archer Funds
The Investment Road Map and the Detours Ahead
February 14, 2014 Presentations:
Anna Howard JD, Severns Associates
Handouts:
Legal Planning for Asset Protection of Modest-Sized Estates
William R. Emmons, Federal Reserve Bank of St. Louis
Handouts:
The Economic and Financial Outlook for 2014
Brian Reno CMPS, CLA, Perl Mortgage
Handouts:
Real Estate & Mortgage Planning for Retirement
November 22, 2013 Presentations:
Daniel J. Candura, CFP, Candura Group
Handouts:
Ethics for Everyone
It is encouraged for you to bring your smartphone, tablet or laptop for the ethics presentation.
Lori Epstein, JD, MetLife
Handouts:
Planning for the Modern Family
Additional Handouts:
Legal & Tax Trends, Part I
Same-Sex Marriage, New Legislative Landscape
Melissa Justice, The Arc Master Trust
Handouts:
An Overview of Special Needs Trusts and The Arc of Indiana Master Trust
September 20, 2013 Presentations:
Carol Bogosian, CAB Consulting
Handouts:
SOA Research: Perceptions, Management and Misunderstandings of Retirement Risks
Additional Handouts:
Recently Published Retirement Research
Jay Mooreland, The Emotional Investor
Handouts:
Solving CLIENT Volatility
L. Bryan Carter, Acadian
Frontier Markets Overview
Handouts will be distributed by the speaker prior to his presentation.
Duane Thompson, Potomac Strategies, LLC & fi360
Handouts (no longer available):
Ingraining Fiduciary Principles into your Financial Planning Process
Additional Handouts:
About fi360
Fiduciary Implications of Financial Planning
James Miner, Consumer Financial Protection Bureau
The Work of the Consumer Financial Protection Bureau
Handouts will be distributed by the speaker prior to his presentation.
August 16, 2013 Presentations:
Rick Randall, Randall Law Offices, P.C.
Planning for Mental Disability: Controlling the Loss of Control
Handout #1
Handout #2
Kurt Fancher, Stonegate Mortgage
Handouts:
Dodd Frank and The Mortgage Industry: ‘I don’t think we’re in 2007 anymore Toto!’
Mary Stanley, J.D., CAP, Central Indiana Community Foundation
Mary will not be using a power point presentation – she will be using the attached handouts.
Handouts:
Charitable Gift Planning with Donor Advised Funds: Beyond the Basics
May 17, 2013 Presentations:
Scott Steele CFA, PIMCO
Handouts:
“Putting Markets in Perspective”
Mike Fodrea, ChFC, CLU, CASL, SunAmerica Retirement Markets
Handouts:
Security and Retirement Planning”
Stephen Hammers CIMA, Compass EMP Funds
Handouts:
“An Efficient Solution to Broad Market Indexing”
Barry Flagg, CFP, CLU, ChFC, Veralytic, Inc.
Handouts:
Do Internal Fees in Life Insurance Make a Difference?
Life Insurance Product Select & Funding Process Flowchart
February 15, 2013 Presentations:
James Reed, JD, Bingham Greenebaum Doll, LLP
Powerpoint Presentation:
“Premarital, Postnuptial and Cohabitation Agreements: the God, the Not-So-Good and the Complicated”
Additional Handouts:
“Premarital, Postnuptial and Cohabitation Agreements: the Good, the Not-so-Good and the Complicated”
Jason Andrews, CFP®, CRPC, Ameriprise Financial Services, Inc.
Handouts:
“Your Retirement – Your Way: Succession-Planning Concepts to Preserve the Value of your Business”
Mark Glatley, VP Ohio Valley Region, JP Morgan Asset Management
Handouts:
“Guide to Retirement”
