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GSTLCE

Thursday, April 25, 2019, 2:00 PM


Joint Education Day Approved for 7 hours of L&H in MO and IL, CFP and CLE Certificate of attendance given out for CPE Greater St Louis Financial Symposium April 25, 2019 7:15-8am Breakfast Sponsored BUI 8-8:50am Topic: Learning to Divorce Speaker Laura Boedges, CFP®, CDFA®, RICP® About the talk: This presentation illustrates how the financial impact of divorce is important to any professional’s practice. It will provide tools for professionals to advocate for their clients to their mutual benefit. Not approved for L&H 8-8:50am Topic: Everyday Lessons from Celebrity Estates – Part IV Speaker: Brian Seigel About the talk: Through a fun analysis of the estates of some familiar faces, this presentation will help provide attendees with an understanding of their everyday clients’ estate planning needs and how to uncover them. Attendees will learn how to introduce estate planning to their clients thus providing significant value and, as a result, improve client relationships. If you’re interested in increasing your comfort level in discussing estate planning with your clients, this is a meeting you won’t want to miss. Sponsored by BUI 9:950am Topic: FinTech: The Future of Advising Speaker: Dr. Erika Rasure About the talk: Explore some of the facts and fallacies surrounding the FinTech buzz and what it means for financial planners and clients. Sponsored by Maryville University Not approved for L&H 9-9:50am Topic: Making Retirement More Efficient Speaker: Michael McGlothlin of Ash Brokerage About the talk: Program summary and learning objective MAKING RETIREMENT INCOME MORE EFFICIENT Dramatic shifts are taking place in the retirement planning landscape. Improve your planning strategies with proven product and allocation ideas that meet best interest standards for many Americans. Mike will present studies that show how guaranteed income increases the likelihood of retirement success. He’ll also show you proper use of allocation strategies with guaranteed income to optimize your clients’ portfolios. Sponsored by Ash Brokerage 10-10:50am Topic: Introduction to Annuities Speaker John Olsen, CLU, ChFC About the talk: About the talk: In this session, we will describe the various types of commercial annuity contracts, how they differ, some annuity truisms, some common annuity myths, and how mortality credits work. 10-10:50am Topic: Qualified Plan Life Insurance Solutions Speaker: Andrew Weinhaus About the talk: You will hear a brief history of life insurance in qualified plana and how including life insurance in a qualified plan can reduce the impact of taxes. Sponsored by PennMutual 11:11:50am Topic: Income Protection Solutions for Key Employees Speaker Rick Cordaro, DIA, DIF, LUTCF About the talk: This course will educate the producer on the benefits of salary continuation and executive bonus programs. With this knowledge, the producer will be able to assist their employer clients in designing effective programs. Sponsored by Principal 11-11:50am Topic: Upstream Basis Planning Speaker: Keith Herman About the talk: How clients can utilize the unneeded estate/gift tax exemption of an older family member or friend to increase the income tax basis of assets upon the older individual's death. 12:15-12:45pm Lunch Sponsored by YouthBridge Community Foundation 1-1:50pm Topic: Estate Planning 101 Speaker: Scott Stork and Raymond Chandler About the talk: What are the basics of estate planning that every financial professional needs to know Sponsored by Polaris Not approved for L&H 1-1:50pm Topic: Bring Split Dollar Back: Loan Based Split Dollar Speaker: Morgan F. Scott About the talk: The program will describe how recent changes in the tax law create an opportunity for income tax leverage to owners of C-corporations through the use of loan-based split dollar. Sponsored by Columbus Life 2-2:50pm Topic: When the Claim Gets Made Speaker: Sharon Gorman About the talk: Clients purchase LTC Insurance and then put it away, only making premiums, otherwise,

Cost: $35.00 - $1500.00
Tickets: https://st-louis-education-day-llc.ticketleap.com/gstlce/

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660 Maryville Centre Drive
Saint Louis, MO 63141

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