Kansas State University Foundation

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KSU Foundation

Schedule of Events

Tuesday, April 24, 2018

8:00 a.m.–9:00 a.m.        Registration & Continental Breakfast

9:00 a.m.–9:15 a.m.        Welcome

9:15 a.m.–10:15 a.m.      Trends in Insurance and Securities Planning, Ken Selzer, KS Insurance Department, Topeka, KS

10:15 a.m.–10:35 a.m.    Coffee Break

10:35 a.m.–11:35 a.m.    Industry Changes and Things to Think About, Brian Leitner, Mariner, Overland Park, KS

11:35 a.m.–11:50 a.m.    Transition to Lunch

11:50 a.m.–1:00 p.m.      Luncheon & Award

1:00 p.m.–2:00 p.m.       How Advisors Can Thrive by Embracing Fintech and Goals-Based Investing, Bill Martin, INTRUST, Wichita, KS

2:00 p.m.–2:20 p.m.       Break

2:20 p.m.–3:20 p.m.       Charitable Estate Planning: Tax Reform and Smart Charitable Strategies for your Clients, Kent Sedlacek, K-State Foundation, Manhattan, KS

2:20 p.m.–3:30 p.m.       Student Engagement/Sponsor Session

3:30 p.m.–5:00 p.m.       Spending in Retirement, Chris Browning, Texas Tech University, Lubbock, TX

5:00 p.m.–6:30 p.m.       Reception


Wednesday, April 25, 2018

7:30 a.m.–8:15 a.m.       Breakfast

8:15 a.m.–9:15 a.m.       Helping Families Plan for Higher Education Expenses & Understand Student Loans, Jodi Kaus, K-State Powercat Financial, Manhattan, KS

9:15 a.m.–9:30 a.m.       Break

9:30 a.m.–10:30 a.m.     Estate Planning following the Tax Cuts and Jobs Act, Andy Ellis, Arthur Green, Manhattan, KS

10:30 a.m.–11:30 a.m.   Love & Money, Sonya Britt-Lutter, K-State Personal Financial Planning, Manhattan, KS
11:30 a.m.–12:30 p.m.   Lunch Buffet & Final Remarks

12:30 p.m.–2:30 p.m.     ETHICS** (2 hours) –CFP® Ethics – The New Horizon, Linda Leitz, Peace of Mind Financial, Colorado Springs, CO