January 2020 Member Meeting - Social Security & Estate Planning

January 29, 2020
8:30 AM CST - 1:15 PM CST
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Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/
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Join us for our first Member Meeting of 2020.  Topics include how to avoid negative outcomes in estate planning by developing a quality estate plan; the different strategies individuals can use to maximize their Social Security benefits; how you as a financial planner can play a key role in a successful estate-planning process; and finally a review of tax law changes and where to find opportunities for each of the three key generations.  A more comprehensive description for each session is listed below

Meeting Agenda:
8:30 - Registration and Networking
8:45 - Welcome and Opening Remarks
8:50 – Murphy's Law of Estate Planning, Bethany Canfield - Approved for 1 CFP, 1 WI Ins CE, and 1 IWI CE 
9:40  – Break and Partner Introductions
9:55 – Social Security: Key Concepts & Sophisticated Strategies to Help Maximize Benefits, Jake Anderson -  Approved for 1 CFP, 1 WI Ins CE and 1 IWI CE 
10:45 - Break
10:50 - FPA Wisconsin Business
11:10 - Behind the Scenes - Supporting the Client and the Attorney through the Estate Planning Process, Jeffrey Brooks - Approved for 1 CFP, 1 WI Ins CE, and 1 IWI CE 
12:00 - Break and Lunch 
12:20 – Wealth Planning Across Life Stages, Jeffrey Brooks - Approved for 1 CFP, 1 WI Ins CE, and 1 IWI CE 
1:15 - Adjourn

Presentation Descriptions:

8:50 – Bethany Canfield
Murphy’s Law of Estate Planning
An interactive review of estate planning documents that have failed and what could/should have been done to avoid the negative outcomes. Attendees will learn the shortcomings of some estate plans and by helping clients develop a quality plan, attendees will be protecting themselves and their practice from cases like these. Attendees are encouraged to bring their horror stories to share with the group for discussion if there is time.

9:55 – Jake Anderson
Social Security: Key Concepts & Sophisticated Strategies to Help Maximize Benefits
This session will help you and your clients understand how to view Social Security, how the recent legislative changes have impacted Social Security, and the different strategies individuals can use to maximize their benefits. 

11:10 – Jeffrey Brooks
Behind the Scenes – Supporting the Client and the Attorney through the Estate-Planning Process
While key to a successful estate-planning process, the attorney client relationship faces challenges from the start.  But you as a financial planner can play a key role to elevate the performance by playing a range of supporting roles. Learn how you can do this by working with outside professionals and the importance of building a team approach in the estate-planning process. 

12:20 – Jeffrey Brooks
Wealth Planning Across Life Stages
Out with the old and in with the new!  During this presentation Mr. Brooks will review the 2017 tax law changes and how clients are addressing these changes.  He will provide an overview of what has changed and where to find opportunities for each of the three key generations - Millennials, Gen X, and the Baby Boomers. 

To view the speakers’ bios – click here!

Tickets

$39.00 Member Fee

$139.00 Non-Member Fee

$60.00 First Time Guest

$70.00 Student - CFP Certificant Program

$70.00 Student - Financial Planning Degree Program

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January 2020 Member Meeting - Social Security & Estate Planning

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Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

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