2021-02-18 LIVE & BROADCAST CE - 4 HOURS

 

Registration Fee:  NAIFA/SFSP Members - FREE

                                Non-Members - Available to members only

 

Call 317-844-6268 for registration questions.

February 18, 2021

(All times are EST)

8:00 am - In person registration

8:20 am - Zoom login (broadcast only)

8:30 am - Tax-Advantaged med./fringe Emp. Ben.; adapting to ever-changing regs. & limits, McNeil Lunenburg

9:30 am - Big Plans start with a simple choice:  College Choice 529, Phillip Waddles

10:30 am - Economic and Market Review, Sean Ryan

11:30 am - Reverse Mortgages:  The Cinderella of Retirement Planning?, Harlan Accola

12:30 pm - Dismissal

Register to attend face-to-face (limited seating)

OR

Register for Virtual Attendance via Zoom Webinar

 

Add to your calendar


NAIFA/SFSP Member - FREE

Non-Member - For members only

Fairway Independent Mortgage Corp., 8200 Haverstick Rd., Suite 115, Indianapolis, IN 46240 (map)

8:30 am - 9:30 am

               "Tax-Advantaged medical/fringe Emp. Ben.; adapting to ever-changing regs. and limits"

McNeil Lunenburg

Regional Director

Total Administrative Services Corporation (TASC)

(1 hour Indiana Insurance CE & CFP CE approved)

McNeil is a Regional Director for Total Administrative Services Corporation (TASC), serving Michigan and Northern Indiana. He has experience with the implementation and compliance of TASC’s Section 105 HRA, Section 125 Cafeteria Plans and is an expert in ERISA, HIPAA, ACA Reporting and all Department of Labor requirements for employee benefit plans. He has a demonstrated track record of success with his varied and innovative marketing strategies.


He works with insurance professionals, accounting and tax professionals, and financial advisors, personally helping them develop and administer employee benefit programs. His expertise and prior experience with training both brokers and agents in the insurance industry serve him well in helping to develop and/or design employee benefit Plans in today’s challenging marketplace.


Prior to working as an RSD, McNeil worked in other arenas within TASC, such as Customer Relations, C-Stat Specialist, and as a Business Technology Liaison. McNeil received his Bachelor’s Degree in Industrial Engineering from the University of Wisconsin, Madison.


His goal is to utilize his enthusiasm and experience while improving the bottom line savings of his Clients through a Section 105 Health Reimbursement Arrangement (HRA) and other health benefit programs.

of National Associates of Insurance and Financial Advisors, a Million Dollar Round Table, past qualifier Top of Table, and is in the local leadership for the Exit Planning Institute.

9:30 am - 10:30 am

"Big Plans start with a simple choice:  College Choice 529"

Phillip Waddles, MBA
Senior Institutional Relationship Manager

Ascensus College Savings

                         (1 hour Indiana Insurance CE & CFP CE approved)

Phillip Waddles is the Senior Institutional Relationship Manager for the CollegeChoice 529 Direct Savings Plan. His keen understanding of 529 plans in general, and CollegeChoice 529 in particular, make him a valuable resource for spreading the word about the importance of college savings.

Phillip brings passion, excitement, and commitment to the topic of saving for college, and can inspire any audience to take action to prepare for higher education.

Phillip has vast experience in working with organizations and individuals about college savings:

• Over 10 years of experience in Financial Services.

• Educational background:

- Masters of Business Administration (MBA) from Indiana State University.Bachelor of Arts (BA)

- Public Relations/Business Management from Pittsburg State University.

• FINRA Series 6 and 63 licenses.

10:30 am - 11:30 am

"Economic and Market Review"


Sean Ryan, CIMA®, AIF®

Senior Regional Director

Russell Investments

(1 hour Indiana Insurance CE & CFP CE approved)

Sean Ryan is a Senior Regional Director for Advisor & Intermediary Solutions at Russell Investments. Sean’s tenure and experience in the industry makes him an expert in his field.  He is a culture carrier at Russell Investments, helping to cultivate and develop the next generation of talent.  Sean leads a team focused on improving financial security for people.  The team serves this goal in partnership with experienced advisors across Indiana, Kentucky and Southwest Ohio, delivering insights, expertise, tools, and advice. Sean joined Russell Investments in 2006 as an Associate Regional Director.


Prior to joining Russell Investments, Sean was a financial consultant for Strong Capital Management, located in Menomonee Falls, WI.  He worked in a number of roles at Strong Capital Management with both investors and financial advisors starting in 1999.

   
Sean has called the Indianapolis area home for the past 10 years.  He lives there with his wife of over 20 years and his two teenage boys.  They are avid fans of the outdoors, travel and all Wisconsin sports.

11:30 am - 12:30 pm

 

                       "Reverse Mortgages:  The Cinderella of Retirement Planning?"

                      Harlan J. Accola, CRMP

                         National Reverse Mortgage Director
                        Fairway Independent Mortgage Corp.

                        (1 hour Indiana Insurance CE & CFP CE approved)

Harlan Accola has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty and favorite has always been working amongst the 62 plus age group with over 1,000 Reverse Mortgages which has been the most rewarding part of his career. He is now the Reverse Mortgage Director for Fairway Independent Mortgage Corporation.


His presentations will give you a very different perspective.  He often asked his clients and professional partners, “If what you thought you knew about mortgages and financial planning was wrong, when would you want us to tell you?”

Description: Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort"-- the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking.  The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82.  With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing.


Learning Objectives:  The course will be covering How a Reverse Mortgage can:

  • reduce tax obligations

  • decrease Sequence of Returns Risk

  • increase Portfolio Survivability

  • effect your Retirement Income Efficiency

Register to attend face-to-face (limited seating)

OR

Register for Virtual Attendance via Zoom Webinar

Questions?  Call us at 317-844-6268.

Add to your calendar

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