PLEASE NOTE - SPECIAL LOCATION - CARSON GROUP IN OMAHA

There will be 5 hours of CE and the lunch break will be 30 minutes, with the afternoon session running from 12:30-2:30 PM - with a Zoom option available for those of you unable to attend in-person at Carson Group in Omaha.  We hope you will join us!

AGENDA (ALL TIMES LISTED ARE CENTRAL TIME)

8:30 AM - Check-in
9:00-10:00 AM - Managing Student Loan Debt
10:00-11:00 AM - Creative Retirement Solutions for Small Businesses
11:00-12 Noon - Positioning for Today's Market
12 to 12:30 PM – Lunch (buffet available for in-person attendees)
12:30 to 1:30 PM – The US Economy - Returning to a New Normal
1:30 to 2:30PM - Understanding the Impact of Client Psychology on Financial Decision-Making

PROGRAM OVERVIEW

Managing Student Loan Debt

This presentation will provide knowledge and tools for ways to manage and repay student loan debt, and to empower attendees to share these tools with their clients.  You will leave with knowledge of how federal student loans work and how to manage repayment, ways for students and recent graduates to prepare themselves for financial wellness, and opportunities for loan forgiveness.

Creative Retirement Solutions for Small Businesses

This one-hour CE program is designed to equip CFP professionals with advanced strategies for addressing the unique retirement planning needs of small business owners. The session will explore traditional and creative retirement plan options, including SEPs, SIMPLE IRAs, Solo 401(k)s, and defined benefit plans, while delving into innovative equity-based compensation solutions such as stock options, phantom stock plans, and Stock Appreciation Rights (SARs). Participants will also gain insights into tax-efficient strategies and learn to customize retirement plans to align with small business growth objectives. Discussion of practical examples will enhance learning and provide actionable tools for advising small business clients.

Positioning for Today's Market

James Casler from Lord Abbett will present Positioning for Today's Market. In this insightful session, James will share Lord Abbett's 2025 market outlook, providing a comprehensive macroeconomic perspective on the economy. He will also explore investment solutions tailored to the opportunities and challenges anticipated in the year ahead.

The US Economy - Returning to a New Normal

Inflation has decreased sharply but remains above its target. Unemployment has stayed low despite elevated interest rates. The Federal Reserve has cut their policy rate from its highest rate in more than a decade, but it remains higher than expected. What is the role of large federal deficits? Are high policy interest rates and above-target inflation the new normal? What do these trends mean for bonds and mortgages? This presentation will provide an economic update and discuss tools to better understand the current state of economy.

Understanding the Impact of Client Psychology on Financial Decision-Making

Humans tend to make emotional decisions rather than rational ones. This can lead to decision making errors and create behavior gaps, making it harder to reach a goal or desired outcome. This session, which qualifies participants for 1 hour of CFP® CE, will deliver a better understanding of how people make decisions. The theory and practice of the decision-making equation can help financial professionals better recognize decision making errors and influence client decisions and behaviors, to improve financial planning outcomes. This is incredibly powerful and beneficial, because even the best financial plan is only as good as the client's willingness to implement it.

FEATURED SPEAKERS

Managing Student Loan Debt  - Quinn Hejlik, Financial Aid Counselor, Creighton University   

Quinn Hejlik is a Financial Aid Counselor at Creighton University, and works primarily with graduate and professional students. He has been in this role for 3 years, in financial aid for 4 years, and in university administration for 8 years. Along with processing financial aid and ensuring federal compliance, Quinn focuses on outreach to current and prospective students to promote financial literacy, and to make the sometimes-less-than-clear world of financial aid transparent and easy to navigate. Quinn graduated from the University of Iowa with a bachelor’s degree in history and international studies, with a focus in 20th century Central and Eastern Europe.

Creative Retirement Solutions for Small Businesses - Peter Langdon, Attorney, Koley Jessen

As a trusted partner and counsel, Peter Langdon works with companies in all aspects of employee benefits, including nonqualified deferred compensation, qualified retirement plans, and health and welfare benefits as well as general employment law matters. Peter can navigate the complex legal aspects of executive compensation, employee benefits, and employment law while simultaneously explaining those complexities in a clear and concise manner. He understands the importance of finding creative and effective solutions to complex problems. Peter is a Shareholder with the law firm Koley Jessen, P.C., L.L.O. and he received his J.D. from Creighton University School of Law and LL.M. in taxation from Villanova University School of Law.

Positioning for Today's Market - James Casler, Regional Manager, Advisor Services, Lord Abbett

James Casler is responsible for working with financial advisors, investment advisors, and wealth managers to help them identify investment solutions for their clients that best address portfolio needs. He is based in Iowa and Nebraska.

Mr. Casler began his career at Lord Abbett in 2014 as a Regional Manager. Prior to joining Lord Abbett, he was a Regional Vice President, External Wholesaler at John Hancock Investments. He also worked as a Regional Vice President, External Wholesaler at Genworth Financial and a Financial Advisor at Morgan Keegan & Co. He has been in the financial services industry since 2004.

Mr. Casler earned a BS in business management with a finance concentration from North Carolina State University. He also is a holder of the Chartered Retirement Planning Counselor (CRPC) designation.

The US Economy - Returning to a New Normal - Colin O'Reilly, Associate Professor of Economics, 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.

Understanding the Impact of Client Psychology on Financial Decision-Making - Karen Keithley, Business Consultant, Osaic

Karen is a results-focused business consultant, coach, and strategist to wealth management professionals and their teams who are interested in building deeper client relationships, increasing business growth, and implementing tactics to manage a more profitable and efficient practice.

With over 25 years of industry experience, Karen began her career in her family’s financial planning firm, helping to grow the business and execute a planned transition, before pivoting into coaching and consulting. She earned her bachelor’s degree from the University of Iowa and a master’s certificate in Financial Psychology & Behavioral Finance from Creighton University. She holds the Behavioral Financial Advisor™ and Financial Behavior Specialist® designations.

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