If you would like to give a presentation to our Chapter or have an idea for a future speaker, please contact Chapter Executive, Roxanne McGettigan, with the speaker name and topic.
November 3, 2023
Melissa Kemp, CFP, AEP, CAP, CNAP, Premium Organization
The Updated CFP Board of Standard New Ethics Course with Real World Application
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 15, 2023
Bryce Gill, First Trust Portfolios
Volatility Has Arrived
Steve Cobb, CID Capital
Overview of Private Equity Value Creation Model: Lower Middle-Market Buyouts
Dr. Matt Will, The University of Indianapolis
The Banking Sector Meltdown
August 11th CE-PD Meeting
CE Presentations:
Kitrina Wright, CPA
Tax Tips for Advising Small Business Owners
Bryan Langdon
Planning Tools for Long-Term are
PD Presentation:
Brian Wright, CFP, MBA and Kitrina Wright, CPA
Thinking Like a CFO: Drive Better Results for your Business AND your Business Owner Clients
May 19, 2023
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 10, 2023
Cozy Whitman, 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:
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
December 2, 2022
Melissa Kemp, CFP, AEP, CAP, CNAP, Premium Organization
The Updated CFP Board of Standard New Ethics Course with Real World Application
Dr. Gerry Beyer, Texas Tech
Estate Planning for Virtual Property - Electronic Communications, Cryptocurrency & Non-Fungible Tokens and the Metaverse
Greg Wright, MBA, CFE, CFP, CLU, ChFC, Certified Fraud Examiner
White Collar Psychopaths: Is your Best Client a Psychopath? Maybe even your Boss?
Advanced Planning Breakout:
Brian Eagle, JD, Eagle & Fein, P.C.
Employee Stock Ownership Plans
September 30, 2022
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:
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 CE-PD Meeting
Keynote:
David Rutherford, National Speaker and Performance Coach (and past Navy Seal)
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 13, 2022
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
Advanced Planning Breakout:
Eben Burr, Loews Asset Management
Where Markets and People Collide, Building Process and Portfolios to Turn Challenging Markets into Opportunities
February 11, 2022
Rob MacPherson CAP and Sarah Weaver JD, 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
NexGen Breakout Session:
Isaiah Douglass MBA, CFP, CEPA, Vincere Wealth Management
Bitcoin: The Adoption Story of the Decade
Amy Corbin ED, Indiana ABLE Authority
ABLE Accounts: How Individuals with Disabilities Can Save Money and Not Risk Losing Their Benefits
November 19, 2021
Daniel J. Candura, CFP, Candura Group
Ethics CE: CFP Board’s Revised Code and Standards in 2021
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 17, 2021
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
August 13, 2021
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
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 Talent in a Post Covid-19 World
May 7, 2021
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
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 12, 2021
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 ChangedBrian 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
November 20, 2020
Daniel J. Candura, CFP, Candura Group
Ethics CE: CFP Board’s Revised Code and Standards
Amy Florian, CEO of Corgenius
Communicating with Clients through COVID, Grief and Other Crises
September 18, 2020
David Lebovitz, J.P. Morgan Asset Management
Guide to the Markets 2020 (3rd Quarter)
John Olivieri JD, Barnes & Thornburg LLP
Indiana’s Directed Trust Statute and What it Means for Financial Advisors
Greg Geisler, PhD Indiana University-Bloomington
How to Save the Most Tax When Donating to Charity
Charo Boyd MS, Social Security Administration
Understanding Social Security Retirement, Spouse and Survivors Benefits Update 2020
August 21, 2020
Dr. Peggy Marshall, The Global Institute of Organization Coaching
The Coaching Selling Connection
Greg Wright, MBA, CFE, CFP, CLU, ChFC, Certified Fraud Examiner
Theft of $450,000 – a Nickel at a Time
March 6, 2020
Colleen Denzler, CFA, Smith Capital Investments
2020 Themes: Transformative Events in the New Year
Philip Walker, Finance of America Reverse
Managing Sequence of Returns Risk with Home Equity
Eben Burr, Towes Corporation
Advanced Planning Session: Managing Investment Behavior
Brian Eagle JD, Eagle & Fein, P.C.
Top 5 Estate Planning Considerations for 2020
November 22, 2019
Daniel J. Candura, CFP, Candura Group
New Standards for a Fiduciary World: Understanding CFP Board’s Revisions
Victor Ricciardi, BBA, MBA, APC; Social Science Research Network
Financial Behavior: The Psychology of Client Communications
Shelley Specchio, MIBOR Realtor Association and Julie Downey, Realtor
The CFP®/REALTOR Advantage, Building Clients for Life
September 20, 2019
Alex Glass, Indiana Securities Commissioner
Senior$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
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
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
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
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
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
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
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
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
Daniel J. Candura, CFP, Candura Group
Ethics 2016
Don Marsh, Mature Marketplace
Understanding the 50+ Mature Marketplace
September 9, 2016
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
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
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
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 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
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
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
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 Trus