Join us for these high quality and timely educational programs on Friday, May 17th - with a Zoom option available for those of you unable to attend in-person at Carson Group in Omaha.  

Please note - special LOCATION - Carson Group in Omaha

We are trying a few things differently for this one!  A different location and new schedule.  There will be 4 hours of CE and the lunch break will be 30 minutes, with the afternoon session running from 12:30-1:30 PM.  We hope you will join us!

AGENDA (ALL TIMES LISTED ARE CENTRAL TIME)

8:30 AM - Check-in, coffee & juice will be available
9:00-10:00 AM - Know Your Worth - Driving Enterprise Value and Exploring Succession Options
10:00-11:00 AM - EFTs in Financial Planning and Beyond 
11:00-12 Noon - A Financial Planner's Guide to Charitable Giving Strategies
12 to 12:30 PM – Lunch (buffet available for in-person attendees)
12:30 to 1:30 PM – Crafting Legacies Together: Elevating Advisor Skills for Deeper Family Bonds

PROGRAM OVERVIEW

Know Your Worth - Driving Enterprise Value and Exploring Succession Options 

This course will focus on differing valuation methodologies, key drivers that effect valuation, and methods to maximize your enterprise value.  We will also discuss possible options when the time comes to explore succession and continuity.

EFTs in Financial Planning and Beyond
Exchange-Traded Funds (ETFs) have seen rapid growth over the past several years as investors favor a more efficient vehicle than the traditional mutual fund. That growth has varied and evolved over the years. The more than 3,000 US listed ETFs today offer better options than ever before to achieve client objectives and allocate portfolios with precision and efficiency. 

A Financial Planner's Guide to Charitable Giving Strategies
This presentation is designed to equip financial planners with comprehensive knowledge and practical skills to effectively advise clients on charitable giving options. This presentation will discuss various charitable giving vehicles, tax implications, and strategic planning techniques. 

Crafting Legacies Together: Elevating Advisor Skills for Deeper Family Bonds
This session is designed to elevate financial advisors' skills beyond the spreadsheet, focusing on the nuanced art of discovery, behavioral coaching, and fostering deeper connections with clients' families. Through a combination of exercises and storytelling, participants will learn how to uncover the stories behind the numbers, guide clients through complex emotional landscapes, and build lasting family legacies. The objective is to transform advisors into trusted family partners, ensuring financial plans resonate on a personal level and span generations.

FEATURED SPEAKERS

Know Your Worth - Driving Enterprise Value and Exploring Succession Options - Michael Belluomini, Vice President, Mergers & Acquisitions and Michael Wieger, Vice President, Mergers & Acquisitions, Carson Group

Michael Belluomini, Vice President, Mergers & Acquisitions, Carson Group

Michael is responsible for leading the external M&A strategy for Carson Group. As a leading acquirer of independent wealth management firms, Carson has completed close to 100 wholly owned, minority and sub acquisitions. Michael provides solutions for successful business owners looking for liquidity or succession options, help with driving growth or freeing up additional capacity.

Prior to joining Carson Group, Michael spent more than 17 years with one of the nation's leading independent broker/dealers as a business development executive and consultant. He is a proud graduate of Creighton University.

Michael loves travel with his beautiful wife, Allison, and enjoys being in the kitchen preparing meals for his kids, Gemma and Luca.

Michael Wieger, Vice President, Mergers & Acquisitions, Carson Group

Michael leads internal M&A strategy for Carson Group. He has structured deals for Carson Partners along with minority and majority interest deals for Carson ranging from $30 million in AUM up to $7 billion in AUM. Mike and his team focus on consulting with all of Carson’s partners across the country on their own acquisitions and corporate governance.

Michael is an attorney by trade and before joining Carson he spent time in Big 4 accounting consulting on Enterprise Risk Management systems and IPO readiness.

Michael and his wife Hannah have two young boys Emmett and Harrison. Outside of work Mike enjoys coaching his boys’ sports teams, traveling with the entire family, and getting out on the golf course whenever possible.

EFTs in Financial Planning and Beyond - Grant Engelbart, Vice President, Investment Strategist, Carson Group

Grant Engelbart serves as Vice President, Investment Strategist for Carson Group. In this role, Grant is part of the team responsible for the management of the Carson Investment platform, In-house Carson model portfolios, and contribution to the overall asset allocation viewpoints of the investment team.

Before joining Carson, Grant was the Deputy CIO of ETFs and SMAs at Brinker Capital Investments (part of Orion Advisor Solutions). At Brinker, Grant was part of the discretionary investment team responsible for many assets across investment vehicles, and managed accounts ranging from individual 401ks to large university endowments. Prior to joining Brinker Capital Investments, Grant held positions at CLS Investments (which has since rebranded to Brinker Capital Investments), TD Ameritrade, and State Street Corporation.

Grant is a CFA® Charter holder, holds the Chartered Alternative Investment Analyst (CAIA) designation, DACFP Certificate in Blockchain and Digital Assets, Candriam Certificate in Sustainable and Responsible Investing and Series 65 registration. He is a member of the CFA® Society of Nebraska and the CAIA Chicago chapter. He has contributed to numerous publications and is an active contributor to commentary related to the ETF industry.

A Financial Planner's Guide to Charitable Giving Strategies - Courtney Foltz, Tax & Estate Planning Attorney, McGrath North Law Firm, Omaha, NE

Courtney’s practice focuses on advising individuals, families, and public and privately held companies on a broad array of business and tax matters.  She provides strategic and pragmatic counsel in all aspects of estate planning, business succession, charitable giving, trust administration, and business entity formation.  Courtney works directly with clients on a day-to-day basis drafting wills and powers of attorney and preparing basic and advanced trust documents necessary to preserve family wealth and minimize tax consequences.

Crafting Legacies Together: Elevating Advisor Skills for Deeper Family Bonds - Brady Marlow, Director, CPC Wealth Strategy, Carson Group

Brady helps founder/CEO’s across the country strategize their next evolution. His experience as an entrepreneur dates back to 2001 when he started his own practice. Now at Carson, Brady is a Senior Wealth Strategist on the Carson Private Client team.

He is passionate about people who are intentional about elevating others. He enjoys asking his clients thought-provoking questions to help them uncover the map within themselves. 

Brady is a Certified Exit Planner™ and holds several other designations including CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, an advanced certification for financial advisors experienced in asset protection and tax planning, and the Accredited Estate Planner® designation. He also proudly holds a Chartered Advisor in Philanthropy® designation, which promotes collaboration through a multidisciplinary approach and serves to bring out the giving nature in people.

Brady serves on the Omaha Community Foundation board and serves as the Chair of the Omaha Venture Group, which makes grants to local non-profits and has a mission to develop professionals passionate about community giving.

Outside of work, you can find Brady and his partner, Natalie, traveling to a beach whenever possible. They feel truly blessed to enjoy supporting their 16-year-old daughter Kennady in all that she does.

CE CREDITS

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

REGISTRATION FEE

• $75 FPA Member - Full day
• $50 FPA Member - Half Day
• $100 Guest - Full Day
• $70 Guest - Half Day

REGISTRATION OPTIONS

• Register online by selecting the "Register" button below
• Call Ginger Jelinek at 402-525-0663 or e-mail [email protected]
• Zoom registrants will receive an e-mail with the login information the day before the program

QUESTIONS

Contact Ginger Jelinek at 402-525-0663 or e-mail [email protected]