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.

October 21, 2014 Lunch & Learn

Teresa Eagan
A Perspective for Today's Long Term Care Solutions

Estimated Future Cost of Care and Policy Benefits with Inflation Increases

Differences Between 30-Day and 60-Day


September 19, 2014 Quarterly Meeting with CFA Society Presentations:


William Smead
Well Known Fact

Laird Landmann
Active Bond Management: Behavioral Biases and Cyclical Phenomenon Driving Risk and Opportunities in Fixed Income   (The attached PP is 32 MB due to videos being embedded. When you click on the link, you will be led to another link provided by Laird. Follow the directions to then download it - but due to the size it may not work on your computer). 

He is also bringing handouts with him

Bob Mauterstock, CFP, ChFC, CLTC
Bridging the Gap, Creating an Intergenerational Plan for your Clients
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
There will not be a PP or handouts during this presentation.

Jeremy Pemberton (substituting in for Jeremy will be Lori Perro)
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

Mapping a Path Forward - A Framework for Bond Investing Today

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

Mark Maddox
A Word of Advice

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

Brenda Wheeler
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
Legal Planning for Asset Protection of Modest-Sized Estates

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

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



November 22, 2013 Presentations:

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


Lori Epstein, JD, MetLife
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
An Overviewof Special Needs Trusts and The Arc of Indiana Master Trust



September 20, 2013 Presentations:

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

Additional Handouts:
Recently Published Retirement Research

Retirement Issue Briefs


Jay Mooreland, The Emotional Investor
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
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
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.
Charitable Gift Planning with Donor Advised Funds: Beyond the Basics


May 17, 2013 Presentations:

Scott Steele CFA, PIMCO
"Putting Markets in Perspective"


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


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


Barry Flagg, CFP, CLU, ChFC, Veralytic, Inc.
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.
"Your Retirement - Your Way: Succession-Planning Concepts to Preserve the Value of your Business"

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

"Guide to Retirement"