November 3rd Quarterly Meeting
Melissa Kemp, CFP, AEP, CAP, CNAP, Premium Organization
The Updated CFP Board of Standards - New Ethics Course (the presentation will not be placed here).
To receive your Ethics CFP CE, you must submit the form "Request for CE Credits", which will be also be emailed to all attendees PRIOR to November 3rd. Melissa will give out two code words, one at the beginning and one at the end of the course. WRITE THESE DOWN as you must add these code words onto the Request for CE Credits. You will have 48 hours after the presentation is completed to submit the form.
Sarah Weaver, JD Central Indiana Community Foundation
Your Partner in Philanthropy: Community Foundation Tools for Charitable Giving and Estate Planning
David Gilreath, CFP, Innovative Portfolios
Is Fear Costing your Clients Millions?
September 15th Quarterly Meeting
Bryce Gill, First Trust Portfolios
Volatility Has Arrived
Steve Cobb, CID Capital
Overview of Private Equity Value Creation Model: Lower Middle-Market Buyouts
Bill Sweitzer, Guaranteed Rate
Serving our Military and Veterans through the VA Loans (the presentation is too large to be placed here).
Dr. Matt Will, The University of Indianapolis
The Banking Sector Meltdown
August 11th CE-PD Meeting
AFTER THE KEYNOTE, THE ROOM WILL BE DIVIDED INTO TWO; THE LARGE SIDE WILL HAVE THE CE PRESENTATIONS; THE SMALLER SIDE WILL HAVE THE PRACTICE DEVELOPMENT PRESENTATIONS.
ONCE THE ROOM IS DIVIDED YOU WILL PICK WHICH SIDE YOU WOULD LIKE TO BE ON. YOU MAY SWITCH SIDES AFTER THE FIRST PRESENTATION.
Kitrina Wright, CPA
Tax Tips for Advising Small Business Owners
Planning Tools for Long-Term Care
Katrina Terry, CEH
Cybersecurity in the Financial Industry: Mitigating Risks, Protecting Clients and Addressing the Dark Side
Brian Wright, CFP, MBA & Kitrina Wright, CPA
Thinking Like a CFO: Drive Better Results for your Business AND your Business Owner Clients
May 19th Quarterly Meeting
Greg Geisler, PhD, Kelley School of Business, Indiana University
A Comparison of the Tax Efficiency of Decumulation Strategies
Brian Eagle, JD, Eagle & Fein, P.C.
Beneficiary Designations and Planning Considerations Following the SECURE Act
Annalee Kruger, President of Care Right Inc.
How Caregiving Impacts AUMs
March 10th Quarterly Meeting
Cozy Whittman, College Inside Track
Student Loan Forgiveness - Understanding the Changes
Melissa Justice, The Arc of Indiana Master Trust
The Arc Master Trust: a pooled special needs trust
NEXGEN Breakout for up to 30 during Melissa's presentation:
Justin Schuhmacher, JD, Indiana Estate and Elder Law
Estate Planning 101
Charo Boyd, Social Security Administration's Public Affairs Specialist
Social Security Retirement, Spouse, and Survivors Benefits Update 2023 with Case Studies
Handout: SSA 2023 Update