2021-05-20 BROADCAST CE - 4 HOURS

We recently received word of the untimely passing of David Gresham from OneAmerica.  Our condolences to David's family and friends, and to those impacted by his life.  We fondly remember David as a guest speaker at past NAIFA events.  As David was scheduled to be the opening speaker at our May 20th meeting, we will instead offer the recorded CE presentation Simplifying the Retirement Planning Landscape by Jamie Hopkins.

 

Registration Fee:

NAIFA/SFSP Members - FREE

Non-Members - $50 (payment due before CE credits reported)

Call 317-844-6268 for registration questions.

Address payment to NAIFA-Indiana and send to:

NAIFA-Indiana, PO Box 459, Fishers, IN 46038

Questions, contact Sandy Gray at 317-844-6468 or email

May 20, 2021

(All times are ET)

  8:20 am - Zoom login

  8:30 am - Simplifying the Retirement Planning Landscape, Jamie Hopkins

  9:30 am - Retirement Planning with Diversified Income, John Wetzel

10:30 am - Medicare Presentation, John Means & Holly Fisher

11:30 am - Retire on Purpose Beyond Financial Planning: Creating the Life You Want, Traci Anderson

12:30 pm - Dismissal


Register for Virtual Attendance via Zoom Webinar

 

Add to your calendar

8:30 am - 9:30 am

"Simplifying the Retirement Planning Landscape"

Jamie Hopkins, ESQ., MBA, CFP, LLM, CLU, ChFC, RICP

Director of Retirement Research; Carson Consulting

Finance Professor of Practice; Heider School of Business at Creighton University

(1 hour Indiana Insurance CE & 1 hour CFP CE approved)

Jamie Hopkins is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, Investment News and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.

Noted industry recognition include:

  • American Bar Foundation Fellow

  • American Bar Association Top 40 Young Attorney

  • InvestmentNews Top 40 Under 40 Financial Services

  • Trusts & Estates Distinguished Author

Program Overview:

The CARES Act and other stimulus packages are meant to provide relief during the 2020 global pandemic. Many provisions create both concern and opportunities for retirement income planning this year and in the near future. Stimulus packages actually cause additional stress to an individual’s retirement plan if you are not aware of all the requirements. In addition to the CARES Act, other significant changes such as The Secure Act make retirement income planning more complicated in 2020 and beyond. Join Jamie Hopkins for an informative webinar on simplifying the retirement planning landscape in light of the new legislation and stimulus packages. 

 Attendees will Learn:

  • Impact of The CARES Act on the economy and retirement income planning

  • Potential additional stimulus packages and their impact on the retirement planning landscape

  • How to simplify the complexity of new legislation and stimulus packages so you can talk with clients and help them make informed decisions

 

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9:30 am - 10:30 am

 

"Retirement Planning with Diversified Income"

John Wetzel
Regional Marketing Director

Penn Mutual
 

(1 hour Indiana Insurance CE & 1 hour CFP CE approved)

John started his career as an internal wholesaler with Integrity Life Insurance, a subsidiary of Western Southern Life Insurance. His primary focus was on helping clients invest for, live in, and mitigate risk during retirement. John joined Penn Mutual in 2012 as the region's first Internal Marketing Representative. During that time he learned how to design and implement the advanced strategies Penn Mutual is known for.

In this session, John discusses Retirement Income Diversification.  He addresses the concerns of retirement including alternate sources of retirement income, market downturns, and portfolio strengthening.  He will offer a strategy for retirement and discuss each component which includes the benefits of having life insurance, life insurance income vs. investment income, locking in losses, and how this strategy strengthens the portfolio.

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10:30 am - 11:30 am

 

"Medicare Presentation"

(1 hour Indiana Insurance CE & 1 hour CFP CE approved)


John B. Means, MA, RHU, LUTCF, FIC

Senior Marketing Manager

Midwest Insurance Marketers of America

John Means has over 40 years in the insurance business with specialization in Medicare and Senior Insurance Products.  He is a brokerage insurance owner and consultant for Senior Marketing.  He is a nationally recognized speaker and trainer, having trained over 4000 agents for many major national companies.  John is a main platform speaker for motivational and training sessions all over the United States.

 

He developing complete senior marketing programs from agent training to upper management education on senior insurance.  Currently, he is the Senior Marketing Manager for Midwest Insurance Marketers of America, and a board member and advisor to Means and Associates Insurance.

Holly Fisher

Vice President of Marketing and Sales

Midwest Insurance Marketers of America

Holly Fisher  is currently Vice President of Marketing and Sales of Midwest Insurance Marketers of America. Midwest is an Indianapolis, Indiana based insurance brokerage agency, established in 1988 as a major sales, marketing and product distribution organization for various life and health insurance carrier products.  She has been with Midwest for 32 years. 

 

Midwest's employee base has a combined experience of over 100 years in the industry.  Their product portfolio consists of individual/group major medical plans, life, disability income, senior long term care, Medicare supplement, and senior medical advantage plans.

In this session, John and Holly will discuss the Medicare program.  They will provide an introduction to the program and give an overview of key components including:

  • Part A

  • Part B

  • Medigap / Supplements

  • Premium means testing

A brief Q & A session will be held at the end of the session (time permitting).

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11:30 am - 12:30 pm

 

"Retire on Purpose Beyond Financial Planning: Creating the Life You Want"


Traci Anderson

Executive Director
Stability Financial

(1 hour Indiana Insurance CE & 1 hour CFP CE approved)

Traci is an Executive Director with Stability Financial, a firm with offices in Denver, CO and San Diego, CA. She specializes helping financial advisors and insurance producers build their business and strengthen client relationships. As a National Speaker, she has helped advisor’s and their clients navigate a wide range of topics including Medicare, Social Security, Retirement Planning, Tax strategies and Women and Investing. She has nearly a decade of experience helping clients identify and appraise the value and quality of their advisor relationship including planning and leveraging their advisor’s knowledge. Traci utilizes simplicity and education to help clients realize more meaningful engagements with their advisors as an ongoing practice that will impact their planning success. She also specializes in providing Advisors valuable feedback and client insights to help them identify and capitalize on actionable cross sale opportunities, emerging demographics and trends impacting their marketing strategies.

Tapping into a broad range of knowledge acquired over the past 20 years in the financial industry, Traci is a storyteller who draws upon her experience from various roles including business banker, real estate broker, financial advisor, Investment Advisor Representative and Director of Seminar Marketing to simplify complex concepts and add context for practical application.  As the mother of three daughters, Traci is passionate about empowering women to proactively seek information and education to manage their financial future, inspire them to embrace their economic importance and encourage them to seek financial advisor partners who can help them navigate their options and opportunities.

Traci  is a member of NAIFA California. She attended Spelman College in Atlanta and holds a Series 6, 7, 63 and 24. Traci  resides in Southern California and is a native of Colorado. She has been married for 30 years and has four adult children and a dog named Ralph. Traci obtained her motorcycle license in 2020 and now rides a Kawasaki Ninja sport bike. She considers herself a news junkie and enjoys reading, traveling and roller coasters.

Overview:

Society spends a lot of time talking about retirement planning. But, arguably, we’ve been too myopically focused on the discussion. Our formula has been M (money) + R (retirement) = H (happiness). But, for many retirees, once they retire, that equation doesn’t add up. We are leaving out a fundamental part of the equation, P (purpose). In this presentation, Traci will discuss some of the challenges and opportunities retirees experience in retirement once they realize that money can’t buy happiness.

Register for Virtual Attendance via Zoom Webinar

 

Add to your calendar

Questions?  Call us at 317-844-6268.