2021-09-16 LIVE & BROADCAST CE - 4 HOURS
Registration Fee: NAIFA/SFSP Members - FREE
Non-Members - $45
Call 317-844-6268 for registration questions.
Watch Parties: Following state and local pandemic guidelines, we are again using Watch Parties in key locations around the state. Watch parties allow a group of people to gather locally and participate in Zoom presentations. Benefits of watch parties include:
networking with others
possible better online connection (larger screen, faster connection, etc.
individuals don't interface with Zoom (registration, connection)
face-to-face discussion group
Watch Party Locations (limited seating):
Fairway Independent Mortgage, 112 N. Main Street, Crown Point , IN 46307, (219) 281-3213 - 10 seats
Longsworth Law Office, 7030 Pointe Inverness Way, Suite 330, Fort Wayne, IN 46804, (260) 436-1555 - 6 seats
Fairway Independent Mortgage, 615 Ferry St., Lafayette, IN 47901, (765) 714-6097 - 6 seats
Fairway Independent Mortgage, 12415 McKinley Hwy, Mishawaka, IN 46545, (574) 544-6610 - 10 seats
September 16, 2021
(All times are ET)
8:00 am - In person registration
8:20 am - Zoom login (broadcast only)
8:30 am - Life Insurance an Essential Planning Vehicle, Paul DeCoursey
9:30 am - Special Needs Trusts and ABLE Accounts to the Rescue, Gordon Homes
10:30 am - Six Hills Winery: Planning for Business Owners, Their Families, and Their Estates, Aaron Miller
12:30 pm - Dismissal
Register for Zoom Webinar (Non-members call 317-844-6268 for payment prior to Zoom Webinar)
MassMutual Brokerage, 900 E. 96th St., Suite 300, Indianapolis, IN 46240 (map)
8:30 am - 9:30 am
"Life Insurance an Essential Planning Vehicle"
WestPoint Financial Group
(1 hour Indiana Insurance CE & CFP CE approved)
Paul DeCoursey entered the financial services business in 1974. During his career, Paul has assisted hundreds of individuals in creating financial strategies for themselves, their families and businesses. However, he has never lost sight of the importance of building long-term relationships with each and every client: “What is most important to me is to understand my clients’ needs and educate them sufficiently enough so they can make informed decisions”.
Paul’s efforts are dedicated to helping small business owners protect the investment they have made in their business. He also helps individuals face the challenges of retirement without compromising the value of their estate or lifestyle.
Paul has dedicated his time to a number of local organizations. He is past President of Highland Golf and Country Club. He is a graduate of The United States Military Academy and he is a Trustee Emeritus of The West Point Association of Graduates.
Paul resides in Indianapolis with his wife Carol. They have four children and seven grandchildren.
To learn more about Paul’s services, he may be contacted directly or you may call Kelly Kelnhofer for additional assistance at: 317-208-6342.
Paul DeCoursey is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory office 900 East 96th Street, Suite 300 Indianapolis, IN 46240 Phone (317) 469-9999. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Expected discussion topics in this session include:
Bond alternative & paradigm diversification
Cushion account/pension alternatives
Problems facing retirees, maximizing income & reducing risk
Protecting estate assets
9:30 am - 10:30 am
"Special Needs Trusts and ABLE Accounts to the Rescue"
Gordon Homes, Jr., CLU®, ChFC®, CLTC, CFP®
Financial Planner, Special Care Planner
WestPoint Financial Group
(1 hour Indiana Insurance CE & CFP CE approved)
Gordon Homes is a Financial Advisor with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients. He aims to help clients achieve lifelong financial freedom by building long-term working relationships based on mutual respect, ongoing education and comprehensive planning.
Prior to joining WestPoint Financial Group, Gordon spent 35 years with MetLife as a Financial Planner, emphasizing his work as a Special Care Planner.
He says, “My passion to serve is born out of my personal journey as a parent of a child with special needs. As a Special Care Planner, I help families who have children or other dependents with special needs address the serious questions concerning their future well-being. I work together with parents or caregivers to help ensure lifetime care and quality of life.” He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.
A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning issues, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He is also active in local communities as a member of over 20 support networks in Indiana and Kentucky.
He is also member of several professional organizations, including the National Association of Insurance and Financial Advisors (NAIFA), Estate Planning Council of Indianapolis (EPCI), Lifetime member of Million Dollar Round Table (MDRT), and Financial Planning Association (FPA), where he served as President.
This workshop will the past present and future of Special Needs Trust and how they compare to ABLE accounts. The class will explore the different type of Special Needs Trusts and the problems they solve. Also, where ABLE accounts fit in. Expected topics include:
First Party, Third Party, Pooled and Miller Trusts: what each does and the situations they are designed for.
Tax implications of each Special Needs Trust
Special Needs Trust Funding
Real Life Case studies
ABLE accounts – History, 2017 Jobs Act Enhancements and future of ABLE accounts
ABLE Case Studies
10:30 am - 12:30 pm
"Six Hills Winery: Planning for Business Owners, Their Families, and Their Estates"
Aaron Miller, MBA, CFP®
Certified Financial Planner
Miller Wealth Advisors
(2 hours Indiana Insurance CE & CFP CE approved)
Aaron Miller is a financial advisor in Indianapolis, IN with Miller Wealth Advisors. He is a
CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Life Underwriter®
(CLU) designation from The American College of Financial Services. Aaron graduated from
Purdue University with a Bachelor of Science in Mechanical Engineering and an MBA with a
major in Finance from Indiana University. He serves clients both locally and across the U.S. with
investment management and comprehensive financial planning services.
Aaron is currently the past president of the Central Indiana chapter of SFSP and serves on the
board of directors for Lutheran Child and Family Services in Indianapolis.
This session is a case study that revolves around the issues of the fictitious Six Hills Winery. The heads of the family-owned business are sisters, and the owners and their husbands want to retire. Each owner has children, both working in the business and outside the business. Although this is not a true story, the concerns are very real. The issues are common to most family-owned business owners. The problems and roadblocks to the successful transfer of the business from one generation to the next are those shared by many.
Expected topics to be discussed:
Overview of the Six Hills Winery business
Assign audience role playing
Immediate issues at hand to discuss
Questions each group will review from their role’s perspective