One week prior to our meetings, the presentations and handouts will be available here.


September 30th Quarterly Meeting

Jeff Levine, CPA/PFS, CFP, CWS, MSA, Buckingham Partners
How the SECURE Act Changes Retirement (and other) Planning

Jeff Levine, CPA/PFS, CFP, CWS, MSA, Buckingham Partners
Estate Planning for the Merely Affluent


John Olivieri JD, Barnes & Thornburg
Estate Planning Techniques for Changing Tax Laws and Volatile Markets

NEXGEN BREAKOUT (during John Olivieri's presentation)
Thomas Kopelman, AllStreet Wealth
How to Build Your Brand and Market to Millennials

Dr. Kevin Elko, Performance Consultant and Motivational Speaker
From Crisis to Confidence: How to Swim Your Best Race in Choppy Waters

Doug Lennick, CEO think2perform
Behavioral Finance Advice: The Smart Money Philosophy - Preparing for the Certainty of Uncertainty

Bruce Muller, Indiana SHIP
How to Navigate Medicare


August 12th CD-PD Meeting


David Rutherford, National Speaker and Performance Coach
The Never Quit Mindset

Continuing Education Track:
Jessica Williams, Esq., Robinson & Farthing, LLC
An Overview of the Probate and Non-Probate Process

Maria Quinn, Vanguard
Across the Years: Preparing and Preserving Intergenerational Wealth

Professional Development Track:
Catherine Williams, Dimensional Fund Advisors
From Prospect to Promoter: The Client Journey to Better Referrals

Brooklyn Brock CFP, CEPA, ChFC, CKA, Elevate Advisors and Kingston Hollman MBA, Just Compliance
Hit by the Bus Workflow: Continuity Planning for Solo Advisors


May 13th Meeting

David Lebovitz, J.P. Morgan Asset Management
Guide to the Markets - 2022

Greg Geisler, PhD, Indiana University - Bloomington
How to Avoid Additional Medicare Premiums

Don Graves, RICP, CLTC, CSA, Mutual of Omaha Reverse Mortgage
The Advisors Guide to Reverse Mortgages in Retirement Income Planning
(This presentation is too large to download due to embedded videos.)

Eben Burr, Loews Asset Management
Where Markets and People Collide, Building Process and Portfolios to Turn Challenging Markets into Opportunities


February 11th Meeting

Rob MacPherson CAP, Sarah Weaver JD and Travis Smith, CFRE
Central Indiana Community Foundation
Comparing Options for Charitable Giving

Brian Eagle JD, Eagle & Fein, P.C.
Top 5 Hot Topics in Estate Planning for 2022

Isaiah Douglass MBA, CFP, CEPA, Vincere Wealth Management
Bitcoin: The Adoption Story of the Decade  (NEXGEN BREAKOUT SESSION)

Amy Corbin ED, Indiana ABLE Authority
ABLE Accounts: How Individuals with Disabilities Can Save Money and Not Risk Losing Their Benefits



November 19th Meeting

Daniel Candura CFP, Candura Group, LLC
Ethics CE: CFP Board's Revised Code and Standards in 2021 (The presentation will not be placed here. Please bring your laptop, tablet or phone in order to participate.)

Cozy Whittman, College Inside Track
FAFSA Changes that WILL Impact Your Clients

Jennifer Lowery, Indiana Public Retirement System
Public Employees Retirement Fund & Teachers Retirement Fund Plans and Services


September 17th Meeting

Claire Lewis, Law Offices of Claire Lewis
Planning for the Cost of Long Term Care

Rebecca Vaughn LTCP, Indiana Department of Insurance
Overview of the Indiana Long Term Care Partnership Program

Kate Livingston, CMS Associates
Seeing How We Thing: Insights for Building Strong Connections

Jeff Levine, CPA/PFS, CFP, CWS, MSA, Buckingham Wealth Partners
IRA Planning for Baby Boomers (his presentation will not on our website,
you can find it here:


August 13th Meeting

Dr. Peggy Marshall, Global Institute of Organizational Coaching
Post Pandemic High-Performance Teams

Continuing Education Track:
Dave Gilreath, Innovative Portfolios
Market Volatility: Instead of Hiding from It, Harness It to Create Repeatable Income (his presentation will not be placed here)

Robert DeRochie, First Trust
Fixed Income - Where's the Yield? And Will it Ever Come Back?

Professional Development Track:
Caleb Brown, New Planner Recruiting
Recruiting and Managing Talen in a Post Covid-19 World (his presentation will not be placed here)
Handout: Top 10 Mistakes Financial Planners Make When Hiring

Diane Wingerter, Totally Exposed, LLC
Uncover.Rediscover.You (her presentation will not be placed here)


May 7th Meeting

Eric Cockle, Chubb and Chris Novotney, MJ Insurance
The Overlooked Gap in Financial Advice: Why and How Providing Guidance on Property and Casualty Insurance Can Help Clients and Advisors (Presentation will not be placed here).

Gerry Beyer, Texas Tech University School of Law
Your Pleasure or Business Cannabis Client: It's High Time Estate Planners Know What to Do

Valerie Brennan CPA, PFS, Somerset CPA's and Advisors
COVID Legislation, Tax Update and Where We Go From Here

March 12th Meeting
Brad Coffing, MIBOR and Julie Downey, Century 21 Scheetz
The CFP/REALTOR Advantage: What's the Market Like Post COVID and How Real Estate Investment Opportunities Have Changed

Brian Eagle, JD, Eagle & Fein
Top 5 Hot Topics in Estate Planning for 2021

Jack Broyles, CEO of Jack Broyles and Associates
The Alzheimer's Tsunami - Preparing for the Worst
His presentation is copyrighted and will not be placed on the website