Past Speakers

November 22, 2019

Daniel J. Candura, CFP, Candura Group
New Standards for a Fiduciary World: Understanding CFP Board’s Revisions

Victor Ricciardi, BBA, MBA, APC; Social Science Research Network
Financial Behavior: The Psychology of Client Communications


Shelley Specchio, MIBOR Realtor Association and Julie Downey, Realtor
The CFP®/REALTOR Advantage, Building Clients for Life

September 20, 2019

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

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

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

Jay Mooreland, MS, CFP®, The Emotional Investor
Applied Behavioral Finance

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
ETFs 101 & 201: An Introduction to ETFs and Beyond the Basics

Ryan Donohue, Vanguard Financial Advisor Services
Adding Value Through Behavioral Coaching


March 1, 2019

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

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

John Williams, Medicare Specialist, SHIP, Indiana Department of Insurance
Medicare and You

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


August 3, 2018 CE Half-Day

David Gilreath, CFP®, Sheaff Brock Investment Advisors
Understanding Market Volatility and How to Manage It

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
3rd Presentation: To Roth or Not To Roth


March 2, 2018 Quarterly Meeting

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


November 17, 2017 Quarterly Meeting

Daniel J. Candura, CFP, Candura Group
Interactive Ethics

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

Jay Mooreland, MS, CFP®, The Emotional Investor
Creating a Robust Plan for Emotional Investors

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

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

Mike Curtiss, Vrabec Insurance
Understanding the Medicare Maze

Lynne Coverdale, MBA, Salin Bank and Trust
Credit Scores – How they Impact Your Financial Success

May 18, 2017 Quarterly Meeting

Richard L. Randall, JD, Randall, Gentry & Pike, P.C.
17 for ’17

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

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

Charo Boyd, Social Security Administration
Social Security Update and Retirement Planning Strategies

November 18, 2016 Quarterly Meeting

Daniel J. Candura, CFP, Candura Group
Ethics 2016

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

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

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

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

Kitrina Wright, CPA, Wright Accounting Group / FA Bean Counters
Advising Small Business Owners: Understanding Gray Areas of your Clients’ Small Business Finances

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

Ryan F. Callahan, Fidelity Financial Advisor Solutions
Planning for Healthcare in Retirement

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

David Kotok, CIO Cumberland Advisors
Central Bank Policy, Employment Statistics and Implications for Financial Markets. September 2015 Observations.

Glenn Reynolds, CFA, CEO and Co-Founder of CreditSights
State of the Credit Cycle: Past vs. Prologue

Rob MacPherson and Nan Edgerton, Central Indiana Community Foundation
Utilizing Community Foundations to Assist with Charitable Aspects of Estate Planning

Vince Piazza, CFA, Bloomberg Intelligence
Fundamentals and Policy Considerations in Global Energy

Charles Munsell, EA, MSPA, Nyhart
Cash Balance Plan

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?

Tim Hays, CFS, Jackson National Life Distributors
Advanced Tax Planning in 2014: Harnessing the Power of Asset Locations

Richard L. Randall, Esq., Randall Law Offices, P.C.
Providing Creditor Protection for Inherited IRAs after the Clark vs. Rameker Decision

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

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

February 13, 2015 Quarterly Meeting Speakers:

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

Robert W. Fechtman, JD, CELA, Fechtman & Moore
How to Draft and Administer the Perfect Special Needs Trust

November 21, 2014 Quarterly Meeting Speakers:

Daniel J. Candura, CFP, Candura Group
Ethical Challenges

Lynne Coverdale, MBA, Salin Bank
Credit Scores – How they Impact your Financial Success

Lucia D. Wocial, PhD, RN, Indiana University School of Nursing
Talking about Death: Living Life to the Fullest

October 21, 2014 Lunch & Learn Speaker:

Teresa Eagan, Long Term Care Associates
A Perspective for Today’s Long Term Care Solutions

September 19, 2014 Quarterly Meeting with CFA Society Speakers:

William Smead, Smead Capitol Management
Well Known Fact

Laird Landmann, TCW/Metwest
Active Bond Management: Behavioral Biases and Cyclical Phenomenon Driving Risk and Opportunities in Fixed Income

Bob Mauterstock, CFP, ChFC, CLTC, Gift of Communication
Bridging the Gap, Creating an Intergenerational Plan for your Clients

Terry Tolliver, Attorney General’s Office
How You and Your Clients Can Avoid Scams and Prevent Identity Theft

Morton Marcus, Economist
Current Economic Conditions and their Implications for the Future

Lori Perro, Waypoint Residential (last minute substitution for Jeremy Pemberton)
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 Speakers:

Tim Hays, CFS, Jackson National
Advanced Tax Planning Strategies

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 Firm of Gerald Cowan
Hot Topics, Recent Developments and Tips in Estates

May 16, 2014 Quarterly Meeting Speakers:

Charles S. de Segundo, CFA, PIMCO
Mapping a Path Forward – A Framework for Bond Investing Today

Mark Maddox, JD, Maddox, Hargett & Caruso, P.C.
A Word of Advice

Brad Wethington, CLU, ChFC, LUTCF, SIHO Insurance Services
Healthcare Reform – Between the Marketplace and the Employer Shared Responsibility

Brenda Wheeler, Security 1 Lending
Incorporating Housing Wealth in the Retirement Distribution Phase

March 17, 2014 Speaker at Pacer Event:

Troy Patton, CPA/ABV, The Archer Funds
The Investment Road Map and the Detours Ahead

February 14, 2014 Quarterly Meeting Speakers:

Anna Howard JD, Severns Associates
Legal Planning for Asset Protection of Modest-Sized Estates

William R. Emmons, Federal Reserve Bank of St. Louis
The Economic and Financial Outlook for 2014

Brian Reno CMPS, CLA, Perl Mortgage
Real Estate & Mortgage Planning for Retirement

November 22, 2013 Quarterly Meeting Speakers:

Daniel J. Candura, CFP, Candura Group
Ethics for Everyone

Lori Epstein, JD, MetLife
Planning for the Modern Family

Melissa Justice, The Arc Master Trust
An Overview of Special Needs Trusts and The Arc of Indiana Master Trust

September 20, 2013 Quarterly Meeting Speakers:

Carol Bogosian, CAB Consulting
SOA Research: Perceptions, Management and Misunderstandings of Retirement Risks

Jay Mooreland, The Emotional Investor
Solving CLIENT Volatility

L. Bryan Carter, Acadian
Frontier Markets Overview

Duane Thompson, Potomac Strategies, LLC & fi360
Ingraining Fiduciary Principles into your Financial Planning Process

James Miner, Consumer Financial Protection Bureau
The Work of the Consumer Financial Protection Bureau

August 16, 2013 Quarterly Meeting Speakers:

Rick Randall, Randall Law Offices, P.C.
Planning for Mental Disability: Controlling the Loss of Control

Kurt Fancher, Stonegate Mortgage
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
Charitable Gift Planning with Donor Advised Funds: Beyond the Basics

May 17, 2013 Quarterly Meeting Speakers:

Scott Steele CFA, PIMCO
Putting Markets in Perspective

Mike Fodrea, ChFC, CLU, CASL, SunAmerica Retirement Markets
Security and Retirement Planning

Stephen Hammers CIMA, Compass EMP Funds
An Efficient Solution to Broad Market Indexing

Barry Flagg, CFP, CLU, ChFC, Veralytic, Inc.
Do Internal Fees in Life Insurance Make a Difference?

February 15, 2013 Quarterly Meeting Speakers:

James Reed, JD, Bingham Greenebaum Doll, LLP
Premarital, Postnuptial and Cohabitation Agreements: the God, the Not-So-Good and the Complicated

Jason Andrews, CFP®, CRPC, Ameriprise Financial Services, Inc.
Your Retirement – Your Way: Succession-Planning Concepts to Preserve the Value of your Business

Mark Glatley, VP Ohio Valley Region, JP Morgan Asset Management
Guide to Retirement