Estate Planning Conference at Richland Country Club

Join us at Richland Country Club  on Wednesday, August 22 for a 1/2 day mini-conference featuring four estate planning programs, FPA members only breakfast, and complimentary lunch for all attendees.

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Here’s a rundown of the event

7:30 am FPA members breakfast + registration


Session One: Developing an Effective Income Strategy: Considering Client Portfolios from Different Perspectives

Presented by: Christopher Rosoff

This presentation considers the increasing complexity of retirement planning. Rising interest rates, inflation, and health care costs—plus increasing longevity—are some of the factors impacting clients’ retirement. Advisors should consider addressing these challenges when developing income strategies. Creating a portfolio from a practical, emotional, and mathematical perspective may help you develop an effective income strategy.


Session Two: ESOP 101 – Doing Well by Doing Good – Shareholder and Advisor Opportunities

Presented by: Rick Jaye

This presentation will focus on the three main tax attributes of ESOP’s, who and how to identify a candidate, how ESOPs are financed from the tax savings on net tax free business cash flow, how ESOPs provide a ready and willing buyer at fair market value, and be able to quantify the economic differences between an ESOP transaction and all other exit planning alternatives.


Session Three: Customized Traditional Life Insurance Premium Finance Solutions

Presented by: Mark Storms

This presentation considers the increasing complexity of retirement planning. Creating a portfolio from a practical, emotional, and mathematical perspective may help you develop an effective income strategy. This three-pronged approach may provide guaranteed income, which can help advisors make more effective product and asset allocation decisions for clients.


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Session Four: Estate Planning in Tennessee: 2018 Update
Presented by: The firm of Howard Mobley Hayes & Gontarek

A review of federal income tax, estate tax and gift tax information and planning techniques that financial planners need to know in 2018. Discussion of estate planning using Tennessee’s cutting-edge trust laws.

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