Past Events

February 25, 2021 Life Viatical Settlements and the Benefits of Reviewing Existing Policies
Gary McCall and Paula Goodhew, German American
November 19, 2020 Federal Tax Impacts of the CARES Act and Beneficiary Babel: Differences in Beneficiary Designation Terminology, Options, Defaults & Strategies Among Major Custodians
Isabel Santner, BKD and John Hurlow, Joseph Manley and Derek Grimmer, Hurlow Wealth Management Group, Inc.
September 17, 2020 Estate Planning in a Pandemic: Lessons Learned and Tips
Rodney Retzner, Dave Mitchell and Dawn Craft
August 20, 2020 Market Outlook and Behavioral Finance Implications for Investing
Patrick Gilkey, First Financial Bank and Tim Back, First Financial Bank
February 20, 2020 Succession Planning for Small/Family Businesses and Retirement, Sunsets & Dreams
Brad Minor, Thomas Wagner, Blue & Co., LLC and Jeff Curtis and Gary Lents, The Watermark Group
November 21, 2019 The Current State of Long Term Care: How Best to Advise Clients on Long Term Care Options
Paige Freitag, Freitag & Martoglio, LLC, Michelle Prather, AUL, Adam Warner of Ash Brokerage, Rebecca Vaughan, Indiana Partnership, Blake Reed, Voelz, Reed and Mount
September 19, 2019 Proper Drafting of POAs and Health Care Directives; Post Death Responsibilities; Medicaid Myths
Lora Mount
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