NAIFA Wichita Professional Forum 2022

701 Amidon St,Wichita KS 67203

08 March, 2022

Description

Please join the National Association of Insurance and Financial Advisors-Wichita for continuing education on March 8. Insurance CE hours: 5 This event is open to insurance and financial professionals from across the region who want to develop professionally to help better advise their clients. Registration 8:30 a.m. Registration and Sign-In 9:00 – 9:50 a.m. Going Down the Mountain: Retirement IncomeChristopher Palladino, CFP®, ChFC® 10:00 – 11:50 a.m. Common Estate Planning Mistakes and Key Questions to AskThe Fundamentals (and current best practices) of Estate Planning in KansasDoug Coe 12:00 – 12:10 p.m. Legislative Update / Lunch served 12:30 – 1:20 p.m. TBDMark Acre, NAIFA national board 1:30 – 2:20 p.m. Growing Great Insurance Professionals in Our CommunityDr. Rick Muma, Wichita State University President 2:30 p.m. Adjourn 9:00 a.m. – 9:50 a.m. CE Credit: 1 hour General Going Down the Mountain: Retirement IncomeChristopher Palladino, JacksonAs the baby boomer generation enters and nears retirement, they will cross a threshold to a time where they could rely on their accumulated assets. While financial professionals have focused on this demographic for years, there are still misconceptions about how to efficiently grow and distribute the assets baby boomers will come to live on. The conventional wisdom that once served as a guide―such as longevity and sequence-of-returns risk―is no longer suited to manage today's challenges. 10:00 a.m. – 11:50 a.m. CE Credit: 2 hours General pending Estate Planning in KansasDoug Coe, Legacy Legal, LLCPart 1 will be an engaging session on “Common Estate Planning Mistakes and Key Questions to Ask” and will include some audience participation. Part 2 will be “The Fundamentals (and current best practices) of Estate Planning in Kansas", a crash course on the fundamentals of estate planning. It will highlight some of the current practices that are different than even 10 years ago. 12:30 p.m. – 1:20 p.m. CE Credit: 1 hour pending TBDMark Acre, NAIFA National BoardWhat can membership in the National Association of Insurance and Financial Advisors do for you? 1:30 p.m. – 2:20 p.m. CE Credit: 1 hour General Growing Great Insurance Professionals in Our CommunityDr. Rick Muma, Wichita State University PresidentWhat’s in the future for Wichita State University and the financial services industry? WSU president, Dr. Rick Muma, will share his vision for the University and its impact on our region, particularly for those who are looking to enter the finance and insurance field. In the next 10 years the insurance industry will be experiencing numerous retirements. How can we encourage and train our "own" replacements to keep the knowledge and ethics of our industry at the forefront? WSU may be an important part of our succession planning through utilizing work-study and collaboration, as well as evening classes to assist agents and financial advisors in professional development. PresentersChristopher Palladino Chris’ industry experience and product knowledge make him a valuable resource for his representatives. Before joining Jackson in 2014, Chris was a wholesaler with AIG/American General for eight years. Prior to that, he worked as an advisor at Chase and Citigroup for four years. Doug CoeEarly in his career, Doug worked at a leading regional firm where he saw a very broad range of cases. Later he worked at a national firm as a local specialist in their Tax, Trusts, and Estates department. As the founder of Legacy Legal, LLC, Doug focuses his practice on estate planning, probate, trust work, and the related fields. Dr. Rick Muma Richard (Rick) Muma was named the 15th president of Wichita State University in 2021. Born in Wichita and raised in Houston, he earned a Bachelor of Science in Physician Assistant Studies from the University of Texas Medical Branch-Galveston, a Master of Public Health in Community Health from the University of Texas Health Science Center-Houston, and a PhD in higher education administration from the University of Missouri-St. Louis. He has more than 30 years of experience as a professor, administrator, and physician assistant in internal medicine and infectious diseases. REMINDER for Kansas Insurance CE: If you need CE, remember to bring your NPN number.No refunds - substitutions allowedQuestions? Contact Bethel Banzhaf, executive director: [email protected] About NAIFANAIFA is the largest, most influential, and oldest association of insurance and financial professionals in the United States. We represent the lifeblood of an industry that contributes to the financial security of 90 million American families. Our members are motivated to succeed and aspire to reach the top ranks of their profession. They are similarly driven to ensure the success of their clients. NAIFA membership carries an obligation to abide by NAIFA’s Code of Ethics, which requires agents and advisors to always serve their clients’ best interests. They are talented, trusted financial professionals. Find out more here.