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2023-02-16 LIVE & BROADCAST CE - 4 HOURS

 

Registration Fee:  NAIFA/SFSP Members - FREE

                                Non-Members - $45

 

Call 317-844-6268 for registration questions.

February 16, 2023

(All times are ET)

8:00 am - In person registration

8:20 am - Zoom login (broadcast only)

8:30 am - "Market Update", Sean Ryan

9:30 am - "Retirement Income Backstop", Kimberly Lipps

10:30 am - "2023 Social Security Update", Charo Boyd

12:30 am - Dismissal

Register for live presentation

 

OR

  

Register for Zoom Webinar (Non-members call 317-844-6268 for payment prior to Zoom Webinar)

Session live from:

MassMutual Training Room, 900 E. 96th St., Indianapolis, IN 46240 (map)

8:30 am - 9:30 am


               "Market Update"


Sean Ryan, CIMA®, AIF®

Senior Regional Director,

Russell Investments

(1 hour Indiana Insurance CE approved, 1 hour CFP CE approved, 1 hour CLE CE approved)

Sean Ryan is a Senior Regional Director for Advisor & Intermediary Solutions at Russell Investments.  He is responsible for the service, growth, and expansion of the retail investment market in Indiana, Kentucky and Southwest Ohio.  He has been in the financial industry for 16 years. 

 

Sean consults advisors on business development, practice management, marketing, capital markets and sales of Russell Investments' products.

Sean has Series 63 and Series 65 licenses, qualifying him as both a securities agent and an investment advisor representative.
 

Course Description
 

This presentation is designed to explore the current markets and look back historically at what has occurred.  We will look at equity, fixed income, real assets and the global outlook of the market taking into consideration global inflation.  We will look at taxes and the impact of fund sell offs and capital gains.  We will discuss how to stay invested using long-term investing trends and the history of the 60/40 portfolio.  We will be pulling together outlooks that cover expectations for economic growth, unemployment, interest rates and more.  Giving insight into the trends likely to shape global economies and markets in 2023.
 

Learning Objectives
 

  1. Attendees will learn about the asset class update, economic indicators dashboard, and historical volatility.
     

  2. Attendees will learn about current market investments and their impact on equity, fixed income and the impact of rising interest rates, and real assets with a review of the infrastructure sector.
     

  3. Attendees will learn about the global outlook including inflation, taxes andthe impact of fund sell offs and capital gains, and how to stay invested using long-term investing trends.

 

Sean Ryan 2021.jpg
Kimberly Lipps 2022.jpg

9:30 am - 10:30 am


               "Retirement Income Backstop"


Kimberly Lipps
Regional Vice President
John Hancock

(1 hour Indiana Insurance CE approved, 1 hour CFP CE approved, 1 hour CLE CE approved)

Kimberly Lipps joined the financial services industry upon graduating from Butler University. She is a 27-year veteran of the life insurance industry, spending 20 of those years at John Hancock. During her career, she has supported independent producers, wire houses, and IMO's with case design and outstanding service both pre- and post-sale. She spent several years specializing in John Hancock's long-term care product portfolio where she developed a special passion to educate producers on the need and design due to a long-term family illness.  She enjoys assisting in charitable planning and business succession.

Kimberly currently serves as the Regional Vice President for life insurance sales responsible for all distribution relationships in Indiana and Michigan. She works closely with distributors and their partners to help them facilitate life insurance coverage for clients.

When she's not talking about life insurance, Kimberly enjoys spending time with family and attending Butler basketball and Colt’s football games.

Course Description
 

This presentation is intended to provide participants with a planning solution to client's fear of outliving their income.  It reviews retirement income planning and how the way a client's accumulation (working) years projections cannot be the same as the client's distribution (income) years projections.  It reviews the various income risks a client faces during their distribution years and uses a case study to illustrate how the solution works.  The seminar is concluded with a Q&A session.

 

10:30 am - 12:30 pm

 

"Social Security Update and Case Studies 2023"

Charo N. Boyd

Public Affairs Specialist

Social Security Administration

                         (2 hours Indiana Insurance CE approved, 2 hours CFP CE approved, 2 hours CLE CE approved)

Charo N. Boyd is the Social Security Administration’s (SSA) Public Affairs Specialist for the Indianapolis metropolitan and Southern Indiana area.  She is responsible for informing the public about SSA programs and benefits.  She is often the guest speaker for retirement and disability seminars.  She has also trained HR Managers, Financial Planners, Tax Preparers, Social Workers, Case Managers, Disability Advocates, and Attorneys on various SSA topics.

 

Charo has been employed with SSA since 2002.  She began her career as a claims representative in the Downtown Indianapolis District SSA office.  She has worked as an Insurance Specialist in all areas of the Title II Program (Medicare, Retirement, Survivors, and Disability Insurance Benefits). 

 

Charo has a B.S. in Psychology (Magna Cum Laude) and an M.S. in Guidance & Counseling with a concentration in clinical and organizational counseling all from Tennessee State University.
 

Course Description:


Charo Boyd will conduct an interactive webinar.  She will explain entitlement factors for retirement, spou8se, survivors, and disability benefits.  She will xplain how age and wages affects benefits.  She will also provide a Medicare overview with an emphasis on enrollment periods and update regarding higher premiums for individuals with higher incomes.  She will demonstrate online tools including mysocialsecurity, applications, benefit calculators, and the earning test calculator.  A special emphasis will be given to applying these factors via case study reviews.

Learning Objectives:

 

  1. Attendees will learn social security entitlement factors for retirement, spouse, survivors and disability benefits and how age and wage affect sbenefits.
     

  2. Attendees will be provided with a Medicare overview with an emphasis on enrollment periods and update regarding higher premiums for individuals with higher incomes.
     

  3. Attendees will learn how to utilize online tools including mysocialsecurity, applications, benefit calculators, and the earning test calculator.

Charo Boyd 2021.jpg

12:30 pm

 

Dismissal


Questions?  Call us at 317-844-6268.

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