2014 Personal Financial Planning Conference October 22 Ritz Charles, Overland Park

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1 8:00 a.m. Registration and Continental Breakfast with Vendors 8:30 a.m. The Alphabet Soup of Estate Planning Melinda Ward, Attorney, J.D., LLM, Van Osdol & Magruder, PC, Kansas City Do you know the ABCs of sophisticated estate planning? Do you understand how a GRAT works? When and why to recommend an FLLC to a client? Been seeing a lot of IDGTs lately? When and why are SLATs recommended in estate planning? Explore each acronym and a few more Find out when and why each may (or may not) be appropriate for your high net worth clients 10:10 a.m. Refreshment Break 10:20 a.m. Federal Individual Income Tax Update Joe B. Marchbein, CPA, Jack P. Fitter, CPA, APC, Chesterfield Understand the impact of the American Tax Relief Act Explore the 3.8% net investment income tax Discuss current IRS rulings and court decisions 11:10 a.m. Retirement Planning from a Female Perspective Kimberly Bridges, PhD, CFP(R), CPWA(R), CDFA, Overland Park Women make up a large and growing economic force and control roughly half of the wealth in the United States. However, as a group they have reported high levels of dissatisfaction with the financial services industry. In order to better serve their female clients, financial professionals should make an effort to better understand the unique challenges women face in planning their financial future. Learn what makes women different from men from an historical and financial perspective Discuss challenges women face when planning for retirement Address the needs of this growing market segment 12:00 p.m. Networking Luncheon 12:45 p.m. Still Dismal? The Economy at the End of the Year of Recovery Chris Kuehl, Ph.D., Managing Director, Armada Corporate Intelligence, Kansas City

2 This was to be the breakout year, the one that allowed the economy to surge and leave the recession behind. It certainly didn't start out that way but things got better as the year progressed. How much better and what kind of problems will await us as we wrap the year up and look towards 2015? 2:25 p.m. Refreshment Break 2:35 p.m. Investments Raj C. Udeshi, Hidden Levers, New York, NY Discuss asset correlation techniques What impact risk X has on a slate of various asset classes/investments 4:15 p.m. Adjourn

3 Meet the Speakers Kimberly Bridges, Ph.D., CFP, CPWA, CDFA Kim Bridges earned a BS in human ecology and an MS in family studies with an emphasis in family financial planning from Kansas State University, and a doctorate in personal financial planning from Texas Tech University. Her dissertation research focused on women s financial issues. Kim has ten years of experience in the financial services industry. Professionally, Kim holds the CERTIFIED FINANCIAL PLANNER, Certified Private Wealth Advisor, and Certified Divorce Financial Analyst designations, and is a member board of directors of the Financial Planning Association of Greater Kansas City. Chris Kuehl, Ph.D. Dr. Chris Kuehl is a managing director of Armada Corporate Intelligence in Kansas City where he provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations and is also the economic analyst for several state accounting societies including Missouri, Kentucky, Tennessee and Kansas. Prior to starting Armada, he was a professor of economics and finance teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. You may also recognize Chris as the author of Business Intelligence Briefs and Executive Intelligence Briefs. Joe B. Marchbein, CPA Joe Marchbein is with Jack P. Fitter, CPA, APC in Chesterfield where he specializes in tax planning, research and review, and IRS examinations and procedures. He is an adjunct at Fontbonne University for various tax classes and has written many articles on taxation for several publications and has been a discussion leader at various conferences and webinars. He is active in the MSCPA and AICPA serving on committees and task forces. Raj Udeshi Raj has a background in Emerging Markets sales and trading, at Bank of America Securities, GFI Group, and Enlace S.A (boutique LatAm inter-bank broker). On the Street, Raj dealt in interest rate swaps, credit risk derivatives, inflation-linked bond swaps, and FX options for the G7 and Latin America. Raj was previously a member of Xolia, a fin-tech startup whose decision-making technology helped users choose the right online broker, life insurance policy, and credit card for their needs (Xolia acquired by GetSmart.com in 2001). Prior to HiddenLevers, Raj was Head of Business Development for Social Amp, a social media analytics startup and Facebook Preferred Developer (Social Amp acquired by Merkle Inc. in 2012). He is a graduate of Northwestern University and the Pepperdine School of Law. Melinda M. Ward, J.D., LLM Mindy Ward is a partner and department chair of the estate planning group of Van Osdol & Magruder, P.C. in Kansas City. She practices in the areas of tax, business and estate planning. She previews and prepares analysis and recommendations on estate, business, gift and generation-skipping transfer tax issues, including development of complex estate and business plans. Ms. Ward works with clients in the preparation of estate and business planning documents and prepares federal and state estate, gift, corporate and generation-skipping transfer tax returns, as well as fiduciary income tax returns for estates and trusts. She also advises clients in all types of fiduciary controversies and litigation.

4 The 2014 Personal Financial Planning Conference is a presentation of the MSCPA Educational Foundation and the FPA of Greater Kansas City. Pay the member fee if you are an FPA member, an MSCPA member, a member of another state society, an attorney or a non-cpa staff member working for a Society member. Pay the nonmember fee if you are a CPA but are not a member of the MSCPA or another state society. If you have a need for accommodation at the conference because of a disability or for some other reason, please notify the FPA of Greater Kansas City at Location Ritz Charles 9000 W. 137 th St. Overland Park, KS Continuing Education Recommended CPE Credit: 8 hours CFP credit: 8 hours approved Kansas insurance credit: 8 hours approved Missouri insurance credit: 8 hours approved We Are Going Paperless Registrants will be ed a link to handout materials one week prior of the Conference to print or download materials. Cancellation Policy Cancellations received within 5 working days prior to the class will receive a full refund, anything received after that date will be charged a $30 cancellation fee. No refunds or transfers will be given for no-shows. Questions If you have any questions or requests, please notify the FPA of Greater Kansas City at or brandy@fpakc.org

5 Course Code: PFP-14/D Name: Designation(s): Company: Address: City/State/Zip: Phone: Registration Type: FPA Member $195 Non-Member $260 Payment Information: Visa MasterCard American Express Discover Check Enclosed Credit Card # Expiration Date Signature To register by phone: Call (in MO) or To register by fax: Fax your registration to to pay by credit card. Fax and phone registrations must include a credit/debit card number and expiration date To register by mail: Mail checks, payable to: MSCPA Educational Foundation PO Box St. Louis, MO Mail credit/debit card payments to: MSCPA Educational Foundation, P.O. Box St. Louis, MO pwoods@mocpa.org