Meeting Handouts

Beginning in 2013, all handouts for the Quarterly Meetings, CE Day and Lunch & Learns will be available on this page of our website one week prior to the date of the particular meeting. Feel free to print out the handouts and bring them with you.

 

September 19, 2014 Quarterly Meeting with CFA Society Presentations:

 

William Smead
Handout:
Well Known Fact

Laird Landmann
Active Bond Management: Behavioral Biases and Cyclical Phenomenon Driving Risk and Opportunities in Fixed Income
Bringing handouts with him

Bob Mauterstock, CFP, ChFC, CLTC
Bridging the Gap, Creating an Intergenerational Plan for your Clients
Handouts:
Hold a Successful Family Meeting
My Digital Estate
Third Party Sharing of Information

Terry Tolliver
How You and Your Clients Can Avoid Scams and Prevent Identity Theft
Bringing handouts with him

Morton Marcus
Current Economic Conditions and their Implications for the Futur
e
There will not be a PP or handouts during this presentation.

Jeremy Pemberton
Handouts:
Using Direct Real Estate as a Fixed Income Alternative

 

 

August 15, 2014 CE-Half Day Presentations:

Tim Hays, CFS
Advanced Tax Planning Strategies
Bringing handouts with him

Jason Andrews, CFP, CRPC
Your Retirement Your Way: Succession Planning Concepts to Preserve the Value of your Practice

Jerry Cowan, Esq.
Hot Topics, Recent Developments and Tips in Estates
Bringing handouts with him

 


May 16, 2014 Presentations:

Charles S. de Segundo, CFA
Handouts:

Powerpoint:
Mapping a Path Forward - A Framework for Bond Investing Today

Extra Handout:
Mapping a Path Forward - A Framework for Bond Investing Today

Mark Maddox
Handouts:
A Word of Advice

Brad Wethington, CLU, ChFC, LUTCF
Handouts:
Healthcare Reform - Between the Marketplace and the Employer Shared Responsibility

Brenda Wheeler
Handouts:
Incorporating Housing Wealth in the Retirement Distribution Phase


March 17, 2014 Presentation at Pacer Event:

Troy Patton, CPA/ABV, The Archer Funds
The Investment Road Map and the Detours Ahead

 

February 14, 2014 Presentations:

 

Anna Howard JD, Severns Associates
Handouts:
Legal Planning for Asset Protection of Modest-Sized Estates

William R. Emmons, Federal Reserve Bank of St. Louis
Handouts:
The Economic and Financial Outlook for 2014

Brian Reno CMPS, CLA, Perl Mortgage
Handouts:
Real Estate & Mortgage Planning for Retirement

 

 

November 22, 2013 Presentations:

Daniel J. Candura, CFP, Candura Group
Handouts:
Ethics for Everyone
It is encouraged for you to bring your smartphone, tablet or laptop for the ethics presentation.

 

Lori Epstein, JD, MetLife
Handouts:
Planning for the Modern Family

Additional Handouts:
Legal & Tax Trends, Part I

Legal & Tax Trends, Part II

Same-Sex Marriage, New Legislative Landscape

 

Melissa Justice, The Arc Master Trust
Handouts:
An Overviewof Special Needs Trusts and The Arc of Indiana Master Trust

 

 

September 20, 2013 Presentations:

Carol Bogosian, CAB Consulting
Handouts:
SOA Research: Perceptions, Management and Misunderstandings of Retirement Risks

Additional Handouts:
Recently Published Retirement Research

Retirement Issue Briefs

 

Jay Mooreland, The Emotional Investor
Handouts:
Solving CLIENT Volatility

 

L. Bryan Carter, Acadian
Frontier Markets Overview
Handouts will be distributed by the speaker prior to his presentation.

 

Duane Thompson, Potomac Strategies, LLC & fi360
Handouts:
Ingraining Fiduciary Principles into your Financial Planning Process

Additional Handouts:
About fi360

Fiduciary Implications of Financial Planning

 

James Miner, Consumer Financial Protection Bureau
The Work of the Consumer Financial Protection Bureau
Handouts will be distributed by the speaker prior to his presentation.

 

 

August 16, 2013 Presentations:

Rick Randall, Randall Law Offices, P.C.
Planning for Mental Disability: Controlling the Loss of Control
Handout #1
Handout #2

Kurt Fancher, Stonegate Mortgage
Handouts:
Dodd Frank and The Mortgage Industry: 'I don't think we're in 2007 anymore Toto!'

Mary Stanley, J.D., CAP, Central Indiana Community Foundation
Mary will not be using a power point presentation - she will be using the attached handouts.
Handouts:
Charitable Gift Planning with Donor Advised Funds: Beyond the Basics

 

May 17, 2013 Presentations:

Scott Steele CFA, PIMCO
Handouts:
"Putting Markets in Perspective"

 

Mike Fodrea, ChFC, CLU, CASL, SunAmerica Retirement Markets
Handouts:
Security and Retirement Planning"

 

Stephen Hammers CIMA, Compass EMP Funds
Handouts:
"An Efficient Solution to Broad Market Indexing"

 

Barry Flagg, CFP, CLU, ChFC, Veralytic, Inc.
Handouts:
Do Internal Fees in Life Insurance Make a Difference?

Life Insurance Product Select & Funding Process Flowchart

 

February 15, 2013 Presentations:

James Reed, JD, Bingham Greenebaum Doll, LLP
Powerpoint Presentation:
"Premarital, Postnuptial and Cohabitation Agreements: the God, the Not-So-Good and the Complicated"

Additional Handouts:
"Premarital, Postnuptial and Cohabitation Agreements: the Good, the Not-so-Good and the Complicated"

Jason Andrews, CFP®, CRPC, Ameriprise Financial Services, Inc.
Handouts:
"Your Retirement - Your Way: Succession-Planning Concepts to Preserve the Value of your Business"


Mark Glatley, VP Ohio Valley Region, JP Morgan Asset Management

Handouts:
"Guide to Retirement"

 

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