COURSE DESCRIPTIONS SCHEDULE OF EVENTS

Transcription

1 2017 Join your professional peers at a leading educational event for wealth management professionals! This year s sessions will challenge you to rethink traditional assumptions & planning practices to improve your clients future & your practice. The event will provide five hours of continuing education credit for CFP, CIMA, Nebraska & Iowa Insurance, CPE (Accounting), CLE (Legal) and PACE. Key Sponsors

2 COURSE DESCRIPTIONS Bill Bengen, CFP - Creator of the 4% Withdrawal Rule for Retirees: How to Recognize and Correct a Failing Retirement Portfolio Withdrawal Plan - This one-hour program will present a process for detecting and fixing a retirement portfolio withdrawal plan which appears to be failing; i.e., at risk of failing to provide the desired longevity. Attendees of this program will learn the fundamentals of the 4% rule : what it means, when & how to use it; historical precedents for failed portfolio withdrawal plans; how to determine whether a current portfolio withdrawal plan is failing; and techniques for fixing a failing retirement plan. The program will also review three case studies to illustrate these principles. Richard DeFusco, Ph.D., CFA - Chair, Department of Finance, UNL: Projecting Future Investment Returns; Realistic Return Expectations for the Coming Years - Market returns on stocks and bonds over the next decade are expected to fall short of historical averages, according to 2017 estimates by market analysts. This program will provide a broad overview of the methodology used for calculating our market return estimates and highlights the importance of maintaining long-term financial objectives that are based on reasonable expectations. Mark A. Wynegar, CFA - President, Portfolio Manager, Tributary Capital Management: A Portfolio Manager's Perspective on Mutual Fund Selection, & Insights into Fund Management - This program will describe concepts useful for evaluating mutual funds, and provide an in-depth look at the presenter s process for implementing a mutual fund s investment philosophy. Attendees of this program will come away with ideas that will assist them in assessing and selecting mutual fund investments. Jamie Hopkins, Esq., MBA, LLM, CLU & RICP & Assoc. Professor of Taxation at The American College: Housing Wealth - This one hour program will cover six different strategies for tapping into home equity to support a retirement income plan for clients. The program will review home equity literacy of Americans, what clients want with housing in retirement, tools for incorporating home equity into retirement income planning and effective uses of reverse mortgages. End Of Life Planning- This one hour program will cover a process for developing a quality end of life and estate plan for clients while addressing digital estate planning complications. Attendees will come away knowing the checklist of documents needed for estate planning, best practices for dealing with digital assets and common estate planning mistakes with ILITs. Troy Runnells, Asst. Director of Utah Educational Savings Plan: 529 Plans: Benefitting Your Clients, Their Children and You! - This presentation will educate financial advisors about the benefits of enrolling a 529 plan for their clients, including a review of the costs of higher education, 529 plan overview and tools for advisors. Eric Cott of the Options Industry Council & Bill Ryan of the New York Stock Exchange: Options: Understanding & Overcoming Client and Advisor Fears - As Advisors and their clients build investment portfolios, they usual focus on traditional asset classes like equities, fixed income, and cash. Often times this approach does not fully solve for managing risk when markets are volatile or if the market is in a lower yielding environment. Exchange-listed options may help advisors and their clients build strategies that protect and enhance their portfolios. In this discussion, you will hear from industry professionals on how and why options may solve client problems and have a better understanding of how advisors use options to grow their practices. Mark A. Weber, J.D., ChFC, CLU, CAP, AEP of SilverStone Group: Philanthropy: Helping Clients Determine Their Position on the Legacy Spectrum - In this program, Mark A. Weber, author of The Legacy Spectrum, will address how to: 1. assure your clients that emotionally they "have enough" 2. help your clients get comfortable with how much to leave their children and 3. leave a significant charitable legacy simply by changing how you ask the question. William Bill Meyer, Founder and Managing Principal of IncomeSolver.com: Why the Conventional Wisdom is Rarely an Optimal Retirement Income Strategy - In this session you ll learn that, properly viewed, funds in a tax-deferred account are just as tax efficient as funds in a Roth, and that a tax-efficient withdrawal strategy can help a portfolio last years longer than following the conventional wisdom. Tony Sorrentino, J.D., ChFC, CLU, CPA, CFCI of SilverStone Group: The Future Cost of Medical Care (Employer Based, Exchange or Medicare): Why It Deserves a Much Closer Look and a Seat at the Financial Planning Table - This program will review options for medical care cost projection, regardless of the basis for coverage. Drew Weitz, Director of Equity Research and Portfolio Manager with Weitz Investment Management, Inc.: Fireside Chats to Fireside Tweets: The Changing Media Landscape - The Media Landscape is evolving at an ever-quickening pace. Technology has enabled new entrants to disrupt near-monopoly business models, while consumers enjoy unprecedented choice of both entertainment content and how they access it. The breakout session will offer an overview of the current state of the industry and identify key questions confronting today s media investors.

3 SCHEDULE OF EVENTS 8:00-8:30 AM Check-in, Breakfast & Business Partner Interaction 8:30-9:30 General Session 1 William Bill Bengen: How to Recognize and Correct a Failing Retirement Portfolio Withdrawal Plan 9:30-10:00 Business Partner Interaction & Coffee Break 10:00-10:50 Breakout Session 1 Mark A. Wynegar: A Portfolio Manager's Perspective on Mutual Fund Selection, & Insights into Fund Management 10:00-10:50 Jamie Hopkins: Housing Wealth: 6 Different Strategies for Integrating Home Equity into a Client s Retirement 10:00-10:50 Troy Runnells: 529 Plans: Benefitting Your Clients, Their Children and You! 10:50-11:10 A Business Partner Interaction & Coffee Break 11:10 AM - 12:00 PM Breakout Session 2 Eric Cott and William Ryan: Options: Understanding & Overcoming Client and Advisor Fears 11:10 AM - 12:00 Mark A. Weber: Philanthropy: Helping Clients Determine Their Position on the Legacy Spectrum 11:10 AM - 12:00 William Bill Meyer: Why the Conventional Wisdom is Rarely an Optimal Retirement Income Strategy 12:00-1:10 Lunch, Business Partner Interaction & Networking 1:10-2:00 Breakout Session 3 Tony Sorrentino: The Future Cost of Medical Care (Employer Based, Exchange or Medicare): Why It Deserves a Much Closer Look and a Seat at the Financial Planning Table 1:10-2:00 Drew Weitz: Fireside Chats to Fireside Tweets: The Changing Media Landscape 1:10-2:00 Jamie Hopkins: End of Life Planning: Best Practices and Key Mistakes Clients Make 2:10-3:00 General Session 2 Richard DeFusco: Projecting Future Investment Returns; Realistic Return Expectations for the Coming Years 3:00-4:00 Cocktails, Business Partner Interaction & Networking This event will provide five hours of continuing education credit for CFP, CIMA, Nebraska & Iowa Insurance, CPE (Accounting), CLE (Legal) andpace.

4 2017 Wealth Management Conference Attendee Registration Form Tuesday, October 17, :30 am 3:00 pm Creighton University Heider College of Business 602 North 20th Street, Omaha, NE I am a: FPA Nebraska Member CFA Society of Nebraska Member Non-Member Student First/Last Name Industry Designations Company Address City State Zip Phone Fax Choose One: FPA/CFA Member Earlybird $79 (through 9/30/17) FPA/CFA Non-Member Earlybird $99 (through 9/30/17) FPA/CFA Member $99 (starting 10/1/17) FPA/CFA Non-Member $119 (starting 10/1/17) Student $29 Online registration is available at FPAnebraska.com Concurrent Sessions (please select one in each time frame this will help greatly with CE reporting): 10:00 a.m.: Mark Wynegar Jamie Hopkins Troy Runnells 11:10 a.m.: Eric Cott Mark Weber William Bill Meyer 1:10 p.m.: Tony Sorrentino Drew Weitz Jamie Hopkins Payment Options: VISA Mastercard American Express Discover Paying By Check* Name on Card Card Number Exp Date Billing Address of Card City/State/Zip (of billing address of card) Security Code On Back Of Card Authorized Signature * Make check payable to FPA Nebraska Note: When you provide a check as payment, you authorize us to either use information from your check to make a one-time electronic fund transfer from your account or to process the payment as a check transaction. When we process the check, funds may be withdrawn from your account as soon as the same day we receive your payment. You will not receive your check back from your financial institution. Signed Date Mail completed form to: FPA Nebraska PO Box Omaha, NE OR FAX TO: Questions? Joe Pittman at fpa@cam-omaha.com or call Refunds for cancellations before October 6, 2017 may be granted upon written request and decision of conference management, less an administrative fee of $25. No refunds for cancellations or no shows after October 6, 2017; however, you may send a substitute.

5 FPA Nebraska PO Box Omaha, NE Proudly Sponsored By: Key Gold Silver