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

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: www.kitces.com/INDIANA)

 

August 13th Meeting

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

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).
VIEW HANDOUT #1 HERE
VIEW HANDOUT #2 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
VIEW PRESENTATION HERE
VIEW HANDOUT HERE

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
VIEW PRESENTATION HERE

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