Confirmation of Attendance Form - SFSP · We have applied for two hours of continuing education in...
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The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals • Nov. 2010 Video Training Conference Thursday, Nov. 18, 2010 Confirmation of Attendance Form To confirm your attendance, please advise us no later than Noon. on Tuesday, Nov. 16. You can confirm your attendance via one of the following ways: __ Complete this form and fax it to Omaha SFSP at 397-0283 (no cover page necessary) __ Mail to: Omaha SFSP at P.O. Box 24133 • Omaha, NE 68124 __ Call the Omaha SFSP/Creative Association Management office at 397-0280. Simply leave a voicemail message if no one is available to take your call. __ Send an e-mail to the Omaha SFSP office at [email protected] __ I plan to attend the Omaha SFSP Videoconference on Thursday, Nov. 18! YOUR NAME _________________________________________________ GUEST NAME(S) ______________________________________________ COMPANY __________________________________________________ Topic: “Health and Wealth Considerations for the Business Owner” Location: Happy Hollow Country Club 1701 S. 105th St. Program: 8 a.m. to 10:30 a.m. Sign-in With Hot Breakfast Buffet Available Starting at 7:30 a.m. Cost: FREE for SFSP Members and First-Time Guests $25 for All Others (payable at the door by cash or check) ADVANCE REGISTRATION APPRECIATED — SEE THE REGISTRATION FORM FOR MORE INFORMATION! YOUR RSVP IN ADVANCE IS APPRECIATED! Continued On Page 2 This month’s program covers issues a business owner faces on the transfer of his or her business. It considers planning strategies used to transfer the business (either to heirs or to a stranger), how to structure the busi- ness for sale to an outsider, and what the financial planner needs to know to achieve these objectives. Related issues of new tax laws, financial reform legislation, and the possible return of the estate tax also will be addressed. The program also considers Medicare and the use of long-term care as they relate to the ongoing well-being of the seller and as part of the incentive package to sell the business. Health and Wealth Considerations for the Business Owner While the unifying thread of the example cases is that all the business owners are either at or approaching retirement, the planning con- cepts discussed are applicable to all business owners, irrespective of their age when initiat- ing this planning. By the end of the program, you will un- derstand: • The health and wealth issues confronting business owners when selling their business; • Appropriate strategies for transferring a busi- ness to heirs or to a stranger; • How to structure a business for transfer and the possible use of long-term care as part of the incentive package; and • The role of life insurance for the business owner or spouse in the transfer process. Who should attend? Financial planners, in- surance producers, investment advisors, retirement counselors, estate planners, and business planners. We have applied for two hours of continuing education in the following areas: Nebraska and Iowa Insurance, CLE, CPE, CFP®, and PACE credits. Moderator • Richard M. Weber, MBA, CLU, is secre- tary-elect of the Society of FSP and a 42-year veteran of the life insurance industry. He has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of life insurance in the broader context of financial planning. Panel of Experts • Lisa McAree, CLU, LTCP, is president of The McAree Company, a subsidiary of LTC Glo- bal, a national senior market-focused company. Lisa has focused on long-term care (LTC) fund- ing and executive benefit planning for the past 18 years. She also has served on many indus-
Transcript of Confirmation of Attendance Form - SFSP · We have applied for two hours of continuing education in...
The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals • Nov. 2010
Video Training ConferenceThursday, Nov. 18, 2010
Confirmation of Attendance FormTo confirm your attendance, please advise us no later than Noon. on Tuesday, Nov. 16.
You can confirm your attendance via one of the following ways:
__ Complete this form and fax it to Omaha SFSP at 397-0283 (no cover page necessary)
__ Mail to: Omaha SFSP at P.O. Box 24133 • Omaha, NE 68124
__ Call the Omaha SFSP/Creative Association Management office at 397-0280.Simply leave a voicemail message if no one is available to take your call.
__ Send an e-mail to the Omaha SFSP office at [email protected]
__ I plan to attend the Omaha SFSP Videoconference on Thursday, Nov. 18!
YOUR NAME _________________________________________________
GUEST NAME(S) ______________________________________________
COMPANY __________________________________________________
Topic:“Health and Wealth Considerations
for the Business Owner”
Location:Happy Hollow Country Club
1701 S. 105th St.
Program:8 a.m. to 10:30 a.m.
Sign-in With Hot Breakfast BuffetAvailable Starting at 7:30 a.m.
Cost:FREE for SFSP Members
and First-Time Guests$25 for All Others
(payable at the door by cash or check)
ADVANCE REGISTRATIONAPPRECIATED — SEE THE
REGISTRATION FORMFOR MORE INFORMATION!
YOUR RSVP IN ADVANCE IS APPRECIATED!
Continued On Page 2
This month’s program covers issues abusiness owner faces on the transfer of his orher business. It considers planning strategiesused to transfer the business (either to heirsor to a stranger), how to structure the busi-ness for sale to an outsider, and what thefinancial planner needs to know to achievethese objectives. Related issues of new tax laws,financial reform legislation, and the possiblereturn of the estate tax also will be addressed.
The program also considers Medicare andthe use of long-term care as they relate to theongoing well-being of the seller and as part ofthe incentive package to sell the business.
Health and Wealth Considerations for the Business OwnerWhile the unifying thread of the example
cases is that all the business owners are eitherat or approaching retirement, the planning con-cepts discussed are applicable to all businessowners, irrespective of their age when initiat-ing this planning.
By the end of the program, you will un-derstand:• The health and wealth issues confronting
business owners when selling their business;• Appropriate strategies for transferring a busi-
ness to heirs or to a stranger;• How to structure a business for transfer and
the possible use of long-term care as part ofthe incentive package; and
• The role of life insurance for the businessowner or spouse in the transfer process.
Who should attend? Financial planners, in-surance producers, investment advisors,retirement counselors, estate planners, andbusiness planners.
We have applied for two hours of continuingeducation in the following areas: Nebraska andIowa Insurance, CLE, CPE, CFP®, and PACEcredits.
Moderator• Richard M. Weber, MBA, CLU, is secre-tary-elect of the Society of FSP and a 42-yearveteran of the life insurance industry. He hasbeen a successful agent, an insurance companyexecutive, and now a consultant to insurers andtheir agents on the topic of life insurance inthe broader context of financial planning.
Panel of Experts• Lisa McAree, CLU, LTCP, is president ofThe McAree Company, a subsidiary of LTC Glo-bal, a national senior market-focused company.Lisa has focused on long-term care (LTC) fund-ing and executive benefit planning for the past18 years. She also has served on many indus-
President’s Message
The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals PAGE 2
From Rob Wellendorf, CLU
Continued From Page 1
try boards and advisory councils, including theBoston Chapter of FSP.
• Daniel A. Prisciotta, CFP®, CPA/PFS,ChFC is managing partner with Equity Strate-gies Group where he brings 25 years ofexperience to his clients. He has also coachedand developed other financial advisors to helpbuild successful practices and is regarded as anational specialist in the areas of business exitplanning and estate planning.
• Frank L. Rainaldi, CLU, ChFC, is one ofthe insurance industry’s leading educators. Heserves as a special consultant to several majorfinancial institutions in the areas of estate, busi-ness, and retirement planning and is the authorof “The Kugler System,” a complete marketingand training system for estate, business, andretirement planning.
“Turbulence and Trouble;Consumers Turn to Professionals”— Just imagine this as the headlinein tomorrow’s newspaper.
There has never been amore important time in the his-tory of our country for financial serviceprofessionals to be involved in their clients’lives. It seems like in the 20+ years I have beenin this business, the pendulum has moved abit from do-it-yourself financial planning toneeding a professional relationship. Back andforth, back and forth. Today, in my opinion,the pendulum is clearly in (and arguably be-yond) the range of “seek professional adviceimmediately.”
Whether it is capital gains treatment, or-dinary income tax, estate tax, stepped-up basis,carryover, AAA, cost-basis, health care reform,101(j), state long-term care programs, gen-eration-skipping tax, etc., etc. — everythingwe really know today could be turned upsidedown tomorrow.
I was fortunate to be able to attend theFSP Forum held last month in Orlando. At the
meeting, we looked at just a sliver of thesepotential scenarios and outcomes. To identifyall the potential outcomes, the calculation be-comes exponential. When matching our needto completely comprehend the technical withthe very soft side of providing advice to ourvarious client profiles, our role in this world ishighlighted, emphasized, and exclaimed!
As if we did not already feel so needed byour clients, the demand is clearly reflective inthe location of the pendulum.
When you read the headlines tomorrow, Iknow you are prepared to assume your role.Thank you — to all of our members — foreverything you do!
Nov. 18Video Training Conference
8 to 10:30 a.m.“Health and Wealth Considerations for the Business Owner”
Jan. 13, 2011Special 75th Anniversary Reception
(Mutual of Omaha Home Office)Time and details to be announced
Feb. 17, 2011Video Training Conference
8 to 10:30 a.m.“Back to the Future: Estate Tax Avoidance”
Please note the following dates on your calendar and plan to attend!
Omaha Chapter Calendar of Events
All programs are scheduled to be held at Happy Hollow Country Club, 1701 S. 105 St., unless otherwise noted.
Board meetings are held the first Wednesday of every month from 8 to 9 a.m. at Financial Visions, 10555 N. 115 St., #200.
March 2011Insurance Ethics Program
Date and details to be announced
April 14, 2011Chapter Luncheon (Topic TBA)
11:30 a.m. to 1 p.m.
May 19, 2011Video Training Conference
8 to 10:30 a.m.Topic TBA
Nov. 18Video Training
Conference
The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals PAGE 5
The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals PAGE 6
Omaha Chapter Membership UpdateWELCOME to the following members whorecently joined the Omaha chapter:
Name CompanyKirby McDonald ...................... QA3 FinancialKimberly Kropp ...................... Moylan Kropp.................................... Retirement Planning
Adrian Lape-Brinkman ..... Koski Professional.......................................................... Group
Matthew Peters ................. Lammers & Peters........................................... Wealth Planning
THANK YOU to the following members whohave renewed their memberships:Name CompanyMichael Arehart ..... Lifetime Financial GroupJoseph Aschenbrener ........ Mutual of OmahaNancy Ashley .................... SilverStone GroupJoseph Barker ........................... Mass MutualMichael Beacom ......... FW Investment CentreSteven Becker ................... Mutual of OmahaRakesh Bedi .... Mutual Trust Financial GroupBrett Berg .................................... Boys TownBarbara Bergmeier .... Physicians Mutual LifeBrenda Biede ............................... State FarmRichard Buchmann ...................... State FarmCecil Bykerk ................ CDBykerk ConsultingDarren Carlson ................ Carlson & BurnettJames Christensen ................ INSOURCE, Inc.Timothy ConnorDavid DeBoer .................... Mutual of OmahaThomas Dice .. Dice Financial Services GroupLew Doane ........................ Doane AssociatesChuck Doane .................... Doane AssociatesPeggy Duncan ................... Mutual Of OmahaRichard Dwornik ..................... Dwornik LawJohn Emery .................. John Emery & Assoc.David Emry ...................... Darst & AssociatesSteve Evans ......... Ameritas Financial ServicesJohn Fangman ...... Active Management GroupBrian Farris .................. QA3 Financial GroupPaul Folkers ......................... Midwest CapitalBarton Greenberg ...... Barton Greenberg Ins.Ted Hall ........................ Great Western BankJohn Haver ........................ Mutual of OmahaArt Jetter ............................... Art Jetter & Co.Gordon Keator ................. SilverStone GroupShirley Keen ..................... SilverStone GroupNick Kelley .............. Kelley Financial ServicesAlbert Kerkhove ...................... Kerkhove LawSteven Kryger ........... Union Bank & Trust Co.James Lammers .... Lammers Financial AdvisorsMichael Larkin .................. Mutual Of OmahaRichard Lipprand .................... OCI Solutions
Robert Luebbert ... Robert J. Luebbert, AttorneyMark Lyons ....................... Mutual of OmahaCarl MammelJames McGill ..... McGill, Rediger & SimmonsNorajane McIntyre ................. John HancockTeresa Milner ............... QA3 Financial GroupTodd Morris ......................... Midwest CapitalDon Mundy .................. The Solutions GroupRobert Murphy ............ Physicians Mutual InsStacie Neussendorfer ........ Orizon Investment........................................................ Counsel
Chuck Olson ...... OCI Ins. and Fincl. ServicesEvan Olson ........................ Tagge-Rutherford........................................... Financial Group
Kevin Pearce ..................... Mutual Of OmahaDale Percival ...................... Financial VisionsTed Perry ................................ New York LifePauline Pesek ............................... State FarmKevin Petersen .............................. State FarmSteve Pflanz ........................... Pflanz & Assoc.Doug Pikop ...................... Thrivent Financial............................................... For Lutherans
Patrice Pirsch .......... Lincoln Financial GroupJeri Regan ................................. Mass MutualSteven Rohrig .................... Mutual of OmahaDan Scholz ........................ Ameritas Life Ins.Sol Schwartz .......... United Life Insurance Co.Jeff Sharp ......................... SilverStone GroupRebecca Smart ........................ Central States.......................................... Health & Life Co.
Larry Smith .................................. State FarmLizanne Stene ................... SilverStone GroupDennis Stessman ................ Prudential Select.................................................... Brokerage
Mary Stivers ...................... Mutual of OmahaGuy Strevey ................... Guy Strevey & Assoc.Mike Struebing .... Heritage Financial ServicesKirk Swartzbaugh .......... Swartzbaugh-Farber................................................. & Associates
Terry Taege ..................... AAA Life InsuranceScott Taylor .......................... Midwest CapitalMatthew VandenackJohn Vergamini ....................... New York LifePhil Vogel ................ Vogel Financial ServicesTom Von Riesen ............... SilverStone GroupMark Weber ............... SilverStone Group IncNeil Welch ............. Central Financial ServicesRob Wellendorf ........ FFG Executive SolutionsRaymond Welsh ........... Continnum FinancialDonna Zach ..................... SilverStone GroupKeith Zuhlke ...................... Farm Bureau Life
Now is a great time for new members to join.You can join online at www.financialpro.org,or contact Chapter Executive Joe Pittman at 397-0280 or via e-mail at [email protected] torequest a membership application.
The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals PAGE 7
As a Financial Service Professional, youneed a relationship with an organizationthat understands the financial planningprocess. This organization would nevermarket products only. Rather, they wouldpromote planning concepts that make youlook great to your clients.
1055 N. 115th St., Ste. 200 • Omaha, NE 68154Toll Free (866) 725-0777 • Local (402) 884-4777
E-Mail: [email protected] • www.arkgroup.com
We do not want to be your “brokerage shop.”We want to be your “Brokerage Planning Specialists” and assist you inhelping your clients with what is RIGHT for their unique circumstance.
Asset Accumulation* Life Insurance* Health Insurance* Disability Insurance* Critical Insurance
An example of our approach to your client’s portfolio protection needs:Asset Preservation* Life Insurance* Annuities* Long-Term Care* Medicare Supplement
Advanced Needs* Executive Benefits* Employee Benefits* Qualified Benefit Plan* Business Continuation
YOUR BROKERAGE PLANNING SPECIALISTS
The ArkGroup
SFSP-Omaha HeadquartersP.O. Box 24133
Omaha, NE 68124
RETURN SERVICE REQUESTED
2010-2011 Board of Directors & Executive CommitteePresident
Robert Wellendorf, II, CLUFFG Executive Solutions
(402) [email protected]
First Vice President and Programs ChairJohn Vergamini, CLU, ChFC
New York Life(712) 323-1900
Second Vice President and Membership ChairPatrice Pirsch, CLU, FLMI, RHU
Lincoln Financial Group(402) 361-2865
Secretary/TreasurerRichard Lipprand, CFP®, CLU, ChFCOCI Insurance & Financial Services
(402) [email protected]
Immediate Past PresidentDale Percival, CLUFinancial Visions(402) 934-7236
Directors:Charlotte Beardmore, CLU
State Farm(402) 292-8200
Richard Dwornik, J.D., MBADwornik Law
(480) [email protected]
Al Kerkhove, J.D.Kerkhove Law
(402) [email protected]
Ron Lee, J.D., CLU, ChFCMutual of Omaha(402) 351-5228
Stacie Neussendorfer, CFP®, J.D.Orizon Group
(402) [email protected]
Niel Nielsen, J.D.Law Office of Niel D. Nielsen, P.C., L.L.O.
(402) [email protected]
Chapter ExecutiveJoe Pittman
Creative Association Management Co.P.O. Box 24133
Omaha, NE 68124(402) 397-0280, Fax (402) 397-0283
Visit www.financialpro.org — your link tosociety events, current information, educational
programs, and much, much more.
For information on local chapter news andevents, log on to www.sfsp.net/omaha.
