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 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