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Schedule of Events

Thursday, April 18, 2019

7:30–8:15 a.m.Registration and Continental Breakfast
8:15–8:30 a.m.Welcome
8:30–9:20 a.m.Long Term Care – Four Options
David Mack, Thrivent Financial, Manhattan, KS
9:30–10:20 a.m.Understanding Public Benefits – Special Needs Planning
Jason Salinardi, Sandberg Phoenix, Kansas City, MO
10:20–10:40 a.m.Break
10:45–11:45 a.m.Millennials: A Generational Approach to Financial Planning
Nathan Harness, Texas A&M University, College Station, TX
11:45 a.m.–12:45 p.m.Lunch
Personal Financial Planning Program Updates
Martin Seay, Kansas State University, Manhattan, KS
1:10–2:00 p.m.Navigating the Medicare Maze
Deb Wood, Central Kansas Extension District, Salina, KS
2:10–3:00 p.m.2019 Estate Planning Update
Tim Larson, Larson & Brown, PA, Wichita, KS
3:00–3:15 p.m.Break
3:15–4:05 p.m.Charitable Estate Planning: Tax Reform and Smart Charitable Strategies for your Clients
Kent Sedlacek, KSU Foundation, Manhattan, KS
4:10–5:00 p.m.Equity Allocations in Retirement Accounts Among Young Adults
Stu Heckman, Kansas State University, Manhattan, KS
5:00–6:30 p.m. Reception – (registration area)

 

Friday, April 19, 2019

7:15–8:00 a.m.Registration and Breakfast
8:00–8:50 a.m.Achieving Dominance in Today’s Financial Services Arena
Josh Jones, Advisors Excel, Topeka, KS
9:00–9:50 a.m.Economic and Market Outlook: Risks and Opportunities
Bill Martin, INSTRUST Bank, Wichita, KS
9:50–10:10 a.m.Break
10:10–11:00 a.m.Permanent Life Insurance - Is It Right for Our Clients?
Blaine Cash and Dillon Mack, Thrivent Financial, Manhattan, KS
11:15 a.m.–12:15 p.m.Networking lunch
12:30–2:30 p.mCFP® Ethics – Kicking It Up a Notch
Linda Leitz, Peace of Mind Financial Planning, Inc., Colorado Springs, CO