Deadline for refunds is five days out from the event date.
Program Schedule
9:00 am.
Speaker: Brian Seigel, JD., AEP®, Director of Advanced Planning - BUI
Topic: Recent Developments in Estate Planning 2022
About the talk: High-net-worth clients seemingly breathed a sigh of relief when 2021 ended without significant tax reform. However, the political landscape hasn’t changed, and neither has the current law, which means the estate tax exemption will be cut in half in less than four years. Wealthy clients are not out of the woods yet with possible tax reform, and it remains essential for them to be proactive with their estate and tax planning. This presentation will provide professionals with an update of the estate and tax planning landscape for wealthy clients in 2022 along with planning trends from 2021, and essential strategies to consider going forward.
10:00 am.
Stephanie Martinez, JD., Founder - The Estate Planner LLC
Topic: : Your clients speak crypto – do you?
About the talk: Advising clients in the era of decentralized finance, blockchain and web3.
11:00 am.
Speaker: Tabitha Atwell, JD., Attorney - Affinity Law Group
Topic: The Value of Elder Law to the Financial and Insurance Professional
About the talk: This presentation will be an introduction to the area of elder law for financial and insurance professionals. With and aging population, we need an understanding of proactive planning for clients who have concerns about the rising cost of nursing home card and what capacity looks like for those individuals. We will also address how elder law attorneys, financial professionals and insurance professionals can work together for the benefit of the client. The purpose of the program is to provide some general knowledge about elder law and proactive planning.
12:00-12:45 pm. Lunch Sponsored by YouthBridge Community Foundation
1:00 pm.
Speaker: Rick Cordaro, Disability Income Regional Vice President – Principal Life Insurance Co.
Topic: Draft a Plan to Help Protect Business Owners
About the talk: This one-hour course examines the different solutions that business owners can use to protect themselves and their business from the threat of a disability.
1:45 pm. Ice Cream Break Sponsored by Polaris Law Group
2:00 pm.
Speaker: Bill Emmons
Topic: The Economic and Financial Outlook for St. Louis and the Nation”
About the talk: Bill will address the Economic outlook for the St. Louis and the nation. Where there are opportunities and where there is risk.
3:00 pm.
Topic: The Life Cycle of Planning
Panelists:
Barbara Carswell, CEO Youthbridge Community Foundation
James Carlton, Carlton Insurance State Farm
Meagan Dowd, Marsh McLennan Agency
Adam Hautly, Thrivent
Scott Stork, Polaris Law Group
About the presentation: This panel of professionals, including an attorney, financial advisor, property and casualty insurance advisor, and charitable giving specialist, will discuss the needs of a family over a life cycle. The panel will begin by discussing the needs of a young family and follow them throughout their lives, as they journey from having young children, tweens and teenagers, to college-aged children and through retirement. Topics addressed will include: the different stages of financial planning as a family’s priorities change; estate planning throughout the different stages of life and how to prepare for a decline in health and mental abilities; the role of insurance (property & casualty, life, disability, long-term care) in the planning process; and, when and how a family should think about charitable giving.
4:00 pm. Happy Hour Sponsored by Affinity Law Group