Past Events

Multi-Generational Legacy Planning

Speaker: Ross M. Sims, III, J.D. | Date: April 16th, 2019 | Time: 6pm

Description: Ross M. Sims, III, J.D., is a Corporate Vice President with the Advanced Planning Group based in Dallas and will be providing an informational workshop created specifically to explore an estate planning opportunity designed to provide for your children, your grandchildren and your own retirement.

Addressing Six Key Areas of Capital Accumulation and Protection

Speaker: Ross M. Sims, III, J.D. | Date: November 15, 2018  |  Time: 6pm

Description: Ross M. Sims, III, J.D., is a Corporate Vice President with the Advanced Planning Group based in Dallas and collaborates with clients in the identification and implementation of optimal estate and business planning strategies.

Child Gifting

Speaker: Daniel Diiorgi, LPC | Date: November 14, 2018  |  Time: 6pm

Description: Daniel Diiorgi, LPC is a consultant who specializes in identifying key areas of risk in a portfolio as well as favorable methods for transference of wealth. Join us for a discussion on tools that can be utilized to develop a unique and lasting gift that will grow with children and have a significant impact through out their lives.

2018: Advisor Symposium

Speakers: Martin Shenkman, JD & Robert Keebler, CPA/PFS | Date: November 6, 2018

Description: Join us for a discussion on Issues of Interest to Advisors Today. This is a four-hour symposium designed to address trust planning, in addition there will be an overview of the new Section 199A as it relates to estate planning and business planning as well as how to use non-grantor trusts under the new Tax Act. This symposium provides for CE credit in certain circumstances.

Integrated Approach to Retirement Planning

Speaker: Dr. Michael Finke, CFP® | Date: September 26, 2018

Description: Dr. Michael Finke, CFP®, is Dean and Chief Academic Officer at The American College and is a nationally renowned researcher with a focus on the value of financial advice, financial planning regulation, investments and individual investor behavior. Join us for a discussion on strategies for maximizing retirement income, including insurance solutions based on proven, award-winning retirement research.

How Guaranteed Income fits in the Portfolio

Speaker: Dr. Wade D. Pfau, CFA® | Date: November 14, 2017

Description: Dr. Wade D. Pfau, CFA®, is a Professor of Retirement Income in the PhD in Financial and Retirement Planning program at The American College of Financial Services. Join us for a discussion on building integrated retirement income strategies using traditional investments, income annuities and whole life insurance.

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