Join us for these high quality and timely educational programs for you on Friday, January 26th - with a Zoom option available for those of you unable to attend in-person at Mahoney State Park in Ashland.  

AGENDA (ALL TIMES LISTED ARE CENTRAL TIME)

8:30 AM - Check-in, coffee & juice will be available
9:00-10:00 AM - How Coaching Can Transform Your Life & Your Business
10:00-11:00 AM - Municipal Bonds: Refresher & Tax Considerations
11:00-12 Noon - Is a Soft Economic Landing Possible?
12 to 1 PM – Lunch (buffet available for in-person attendees)
1 to 2 PM – How to Fix the Financial Beliefs Which Undermine Financial Plans
2 to 3 PM - Panel Discussion: Get Paid What You're Worth!

PROGRAM OVERVIEW

How Coaching Can Transform Your Life & Your Business 

Even those whose practice spans decades and boasts a sizeable AUM can benefit from working with a business coach. A coach is a second set of eyes and a guiding pair of hands that’ll keep you on the path toward success when you’re stuck in a routine.

Click here for the presentation.

Municipal Bonds: Refresher & Tax Considerations

This session will be a refresher on municipal bonds and special tax considerations as interest rates increase.  Topics will include: the types of municipal issuers, repayment and credit risk considerations, special features of municipal bonds, the IRS's de minimis rule and its implications for both taxes and secondary market liquidity.

Click here for the presentation.

Is a Soft Economic Landing Possible?

Policy makers at the Federal Reserve are attempting to rein in inflation from its highest levels in 40 years.  They are trying to do this without tipping the economy into a recession, pulling off a so-called soft landing.  Their success or failure will determine the path of interest rates and the well-being of the broader economy.  Policy makers and financial markets face the additional challenge of limited real time information about the state of the economy.  This presentation will provide an update and discuss tools to better understand the current state of the economy and to help interpret the path of monetary policy.

Click here for the presentation.

How to Fix the Financial Beliefs Which Undermine Financial Plans

This program presents the importance of understanding a client's financial beliefs, since those beliefs drive financial behaviors.  The presentation provides information regarding the different major types of belief scripts clients typically hold and how to assess these beliefs.  A discussion on the published research and clinical trial results also helps summarize best-practice.  Lastly, there will be a discussion on the actions which planners can use to help clients achieve their financial goals through financial psychology applied techniques.

Panel Discussion: Get Paid What You're Worth!

This session reviews the state of the entry-level planning positions, including job responsibilities, compensation and career paths.  The presentation examines differences in compensation between types of firms, business models, firm sizes and geography, as well as highlights the potential pros and pitfalls of the various career paths, and helps participants develop the skills and confidence to negotiate their compensation and career path.

FEATURED SPEAKERS

How Coaching can Transform Your Life & Your Business - Greg Opitz, Executive Business Coach, Carson Group

Greg has been working with advisors for his entire professional career. Before joining Carson Coaching in May 2006, Greg served seven years as Managing Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their business and their lives.”

Municipal Bonds: Refresher & Tax Considerations - Melissa Woodley, Ph.D., CFA, Associate Professor of Finance, Heider College of Business, Creighton University

Melissa Woodley, Ph.D., CFA, is an Associate Professor of Finance in the Heider College of Business at Creighton University, where she has been on faculty since 2012.  Her primary research interests are bond markets and investments.  She has published in journals including The Financial Review, the Journal of Accounting and Finance, the Journal of Applied Finance, and the Journal of Trading. She is currently the co-editor of the Journal of Financial Research.

Prior to joining Creighton, Professor Woodley served on the faculty at Samford University and at the University of Alabama at Birmingham.  She served as 2019 VP-Program for the Souther Finance Association and is a SFA Past President.

Is a Soft Economic Landing Possible? Colin O'Reilly, Associate Professor of Economics, Heider College of Business, Creighton University

Colin O'Reilly is an Associate Professor of Economics in the Heider College of Business at Creighton University where he teaches courses on Macroeconomics and Money and the Financial System.  He is also the director of teh Menard Family Institute for Economic Inquiry and serves on the executive committee of the Association of Private Enterprise Education.  Since receiving his Ph.D. in economics from Suffolk University in 2014, he has published more than a dozen scholarly articles studying economic development.  More recently, Colin has written Op-Eds and policy briefs on the economic effects regulation.

How to Fix the Financial Beliefs which Undermine Financial Plans - Edward Horwitz, Ph.D., MBA, CFP, FBS, ChFC, CLU, CSA, Associate Professor of Practice - Department of Economics & Finance, Heider College of Business, Creighton University

During his 35+ year career in the financial services industry, Dr. Horwitz has educated tens of thousands of agents, financial planners, wealth managers, and consumers, in the field of personal finance and risk management.  He recently served as Creighton's Chief Risk Officer & Vice President of Enterprise Risk Management.  Ed is currently an Associate Professor of Practice in the Economics and Finance Department at Creighton's Heider College of Business.  Ed also serves as the Mutual of Omaha Endowed Faculty in Enterprise Risk Management.

Dr. Horwitz is the co-author of the best-selling book Money Mammoth (2021) and has published articles which have appeared in numerous media outlets including, Money Magazine, The Wall Stree Journal, CNBC, and MSNBC. Ed has provided advice and counsel to all likes of individuals from lower income peopel struggling with debt issues, to musicians, members of the enteratinment industry, professional athletes and professional sports teams.

Panel Discussion: Get Paid What You're Worth!

Panelists: Barbara Rizvi, Director of Financial Planning, FNBO; Nick Shannon, Founder, Prestige Wealth; Chris Tooker, Professor of Personal Finance, College for Financial Planning

Moderator: Katie Bruno, Financial Advisor, Morey & Quinn Wealth Partners

Moderator: Katie Bruno, Financial Advisor, Morey & Quinn Wealth Partners

Katie Bruno is a financial advisor with Morey & Quinn Wealth Partners.  She is a CERTIFIED FINANCIAL PLANNER ™ Professional and a Certified Divorce Financial Analyst.  Katie holds a bachelor's degree in business management and a master's degree in Investment Management and Financial Analysis, both from Creighton University.  She has a Nebraska Life and Health license and the Series 7, 66, 9 and 10 licenses.  In 2021, Katie was selected as a recipient of the Midlands Business Journal's 40 Under 40 Award, honoring local entrepreneurs, executives and professionals.  She is a passionate and committed leader in the Omaha community, where you can find her in several professional and community organizations including the Omaha Public Library Foundation, the Financial Planning Association of Nebraska, the Women's Center for Advancement, and the 100 Women Who Care Omaha.  She is currently teaching retirement planning as an adjunct professor in the Heider College of Business.  Katie is an avid reader, enjoys cheering on the Creighton Bluejays, traveling and hanging out with her dog, Jake.

Barbara Rizvi, Director of Financial Planning, FNBO

Barbara serves as a Financial Planner for FNBO's Wealth Management division.  She specializes in providing comprehensive and personalized financial planning that incorporates investment, retirement, tax, protection and estate planning strategies.

Barbara's passion for helping people make informed financial decisions reaches beyond the office.  She is an active volunteer and board member of Volunteer's Assisting Seniors, a local non-profit and regional SHIP office committed to making sure all seniors receive unbiased education and information regarding Medicare (benefits, enrollment, problem resolution) and property-tax relief through Nebraska's Homestead Exemption program.  She is also very active on the board of her homeowner's association and SID.

Family time is spent exploring the world with her husband, trying to master her vegetable gardening and landscaping craft and wrangling her two rowdy pups.

Nick Shannon, Founder, Prestige Wealth

Nick Shannon, CRPC® is a Magna Cum Laude graduate of California State University, Bakersfield.  He earned a Business Administration degree while playing on the NCAA Division I baseball team.  Nick earned an Organizational Leadership certificate from Harvard Business School and has the CHARTERED RETIREMENT PLANNING COUNSELOR® (CRPC®) designation from the College for Financial Planning.

Before founding Prestige Wealth, LLC - Nick excelled in progressive roles with some of the largest financial institutions int he world (LPL Financial, Merrill Lynch, Edward Jones, Prudential Financial, and Ameritas).  As a Financial Advisor, Nick partnered with over 400 individuals, families, and businesses in Omaha to plan for their financial goals.  As a Managing Director in Omaha, Nick was responsible for leading Financial Advisors in Nebraska, Iowa, North Dakota and South Dakota.  After several years of successful leadership experience, he returned to private practice.

Nick is originally from Arizona, which holds a special place in his heart.  Nick met his wife Lindsay in 2013.  They moved to Lindsay's home state of Nebraska.  Nick and Lindsay have 3 wonderful boys - Austin (2016), Cameron (2019) and Jordan (2022).  Outside of Prestige Wealth and his family, Nick is proud to serve his community. He serves on the Investment and Finance committees for the Ronald McDonald House Charities of Omaha.  He serves on the board of TeamMates of Elkhorn, the MCC Foundation, the Salvation Army Echelon - Omaha, and as a NexGen board member of the National Financial Planning Association (FPA).  He serves as a volunteer head baseball coach for the Elkhorn Athletic Association and volunteers at Life Church Omaha.

Chris Tooker, Professor of Personal Finance, College for Financial Planning

Chris Tooker is a Professor of Personal Finance at the College for Financial Planning, a past President of the Kiwanis Club of Omaha, and the current President of the Downtown Omaha Rotary Foundation.  After completing rigorous financial development training programs at a major wire house firm and one of the largest life insurance providers in the country, Chris was recruited by Carson Group where he serves as the retirement plan subject matter expert for hundreds of advisors.

Chris graduated summa cum laude from Creighton University's Heider College of Business with degrees in financial analysis and economics.  He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®.  Additionally, Chris earned the CIMA® designation from Wharton, the CPWA® designation from Chicago Booth, and a Master of Science degree in Financial Services from the American College of Financial Services.

Chris is a lifetime member of the National Council of Corvette Clubs, winner of the Wally Award from the National Hot Rod Association (NHRA), and an avid EDM music fanatic.  He enjoys working out and encourages his clients to live a healthy lifestyle.  Chris attends Our Lady of Lourdes Parish in Omaha with his family and enjoys downtime at the Field Club of Omaha.

CE CREDITS

The morning session will provide two hours CFP® credits, CLE Legal credits (NE), CPE Accounting credits, Professional Recertification (formerly PACE) credits and Insurance credits for both NE & IA, pending approvals.

The afternoon program will provide two hours CFP® credits, CLE Legal credits (NE), CPE Accounting credits, Professional Recertification (formerly PACE) credits and one hour Insurance credits for both NE & IA, pending approvals. 

REGISTRATION FEE

• $75 FPA Member - Full day
• $50 FPA Member - Half Day
• $250 FPA Member Season Pass - includes 5 CE Days
• $100 Guest - Full Day
• $70 Guest - Half Day
• $375 - Guest Season Pass - includes 5 CE Days

REGISTRATION OPTIONS

• Register online by selecting the "Register" button below
• Call FPA Nebraska Exec Director Joe Pittman at 402-397-0280 or e-mail him at [email protected]
• Zoom registrants will receive an e-mail with the login information the day before the program

QUESTIONS

Contact Executive Director Joe Pittman at 402-397-0280 or e-mail him at [email protected].