PLEASE NOTE - SPECIAL LOCATION - FNBO IN OMAHA

Pending approvals, the morning session will provide three hours – and the afternoon session will provide two hours – of continuing education credits for CFP, NE & IA Insurance, CLE Legal (NE), CPE Accounting, and Professional Recertification (formerly PACE).  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 FNBO 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 - Direct Indexing: The Next Big Industry Disrupter
10:00-11:00 AM - 2025 Market & Economic Outlook
11:00-12 Noon - Redefining and Articulating Value for the Modern High Net-Worth (HNW) Client
12 to 12:30 PM – Lunch (buffet available for in-person attendees)
12:30 to 1:30 PM – Advanced Estate Planning Topics
1:30 to 2:30 PM – The Powers and Fiduciary Duties of Trustees in Nebraska

PROGRAM OVERVIEW

Direct Indexing: The Next Big Industry Disrupter

Since the creation of the mutual fund in 1924, a series of disrupters have changed the way retail investors access the market.  From mutual funds to index funds, to ETFs to SMAs – and now into Direct Indexing.  Let’s investigate what Direct Indexing unlocks for investors and financial advisors, particularly through tax management and customization.

2025 Market & Economic Outlook

Ian will provide financial professionals with an update on the current economic environment, fixed income markets, and equity markets. Attendees will gain insights into macroeconomic trends, policy impacts, and market dynamics to help them guide client conversations and portfolio decisions.  This presentation will cover a broad macroeconomic update including inflation, interest rates, market broadening, and economic trends. It will also provide insights into the fixed income market examining yield trends, credit spreads, and opportunities in bonds. Additionally, we will explore the equity market, discussing factor analysis, earnings trends, and valuation considerations. Finally, we will highlight key investment implications and strategies for positioning portfolios in the current environment.

Redefining and Articulating Value for the Modern High Net-Worth (HNW) Client

Today’s high-net-worth (HNW) clients expect more than expert technical advice — they seek advisors who can anticipate and proactively plan for needs that come with their complex enterprise, communicate with clarity and confidence, and design a plan that reflects their values, challenges, and goals. In this session, we’ll explore how to build a dynamic value proposition and client experience model that resonates with sophisticated clients. Through the lens of behavioral finance and real-world case examples, attendees will learn how to deepen trust, differentiate their services, and drive meaningful business development outcomes.

Advanced Estate Planning Topics

This advanced-level session explores sophisticated estate planning strategies designed to help high-net-worth families manage wealth transfer, minimize estate tax exposure, and ensure business continuity. The program focuses on appreciation-shifting techniques such as GRATs and IDGTs, liquidity planning approaches to meet estate obligations, and the critical integration of estate plans with succession strategies for closely held family businesses. Attendees will gain actionable insights to support complex client needs and enhance multigenerational planning conversations.

The Powers and Fiduciary Duties of Trustees in Nebraska

This session provides an in-depth overview of the legal framework governing trustees in Nebraska. Financial professionals will gain an understanding of both the powers statutorily granted to trustees and the fiduciary duties imposed upon them under Nebraska law. The program will examine the intersection of trust terms, statutory authority, and fiduciary obligations — equipping attendees to better advise clients on trust structures, trustee responsibilities, and risk considerations in estate and trust administration.

FEATURED SPEAKERS

Direct Indexing: The Next Big Industry Disrupter - Christopher Nebons, Executive Director, Eaton Vance Distributors, Inc

Chris is an executive director of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM). He is a regional director for the firm’s wirehouse and independent/financial institution sales teams, marketing Eaton Vance, Parametric, Atlanta Capital, Calvert and MSIM products in Iowa, Nebraska and South Dakota. He joined Eaton Vance in 2008. Morgan Stanley acquired Eaton Vance in March 2021.

Chris began his career in the investment management industry in 2004. Before joining Eaton Vance, he worked on the Fed Funds brokerage desk at Tullett Prebon Americas Corp.

Chris earned a B.A. from Providence College.

2025 Market & Economic Outlook - Ian McGregor, Vice President, First Trust Portfolios

Ian McGregor is responsible for First Trust’s Financial Professional relationships in Kansas, Nebraska, and South Dakota. He works closely with each financial professional to provide them with industry leading economic and market commentary, portfolio analysis, and practice management consulting. Ian’s specific focus is Exchange-Traded Funds and Separately Managed Accounts. His relationships include Registered Investment Advisors, Wirehouses and Independent firms.

Ian started his financial services career as a member of First Trust’s Fixed-Income Capital Markets group where he engaged in institutional sales and trading. Prior to his current role, he was a member of the portfolio management team for the firm’s Actively Managed Fixed-Income solutions. In this capacity, Ian provided product management and performance insight to the First Trust sales team’s institutional and financial professional clients.

Ian earned a B.A. from Wheaton College.

Ian and his wife Bre are natives of Kansas City, and love great BBQ, Midwest sports, and outdoor activities. Ian is also a private pilot and enjoys taking friends and family on day trips.

Redefining and Articulating Value for the Modern High Net-Worth (HNW) Client - Abby Arcishewsky, President & Founder, Archway Strategy & Consulting

Abby Arcishewsky is a seasoned growth strategist with over 18 years of experience in the financial services industry, including leadership roles within private client firms and multi-family offices. Throughout her career, she has remained focused on serving high-net-worth individuals and families, helping advisory firms elevate their approach to meet the increasingly complex needs of this sophisticated client base.

Her expertise lies in developing and implementing high-impact business development and marketing strategies designed to attract, engage, and retain top-tier relationships. As the founder of Archway Strategy & Consulting, Abby works closely with professional service providers to refine their value propositions, optimize client experiences, and drive sustained revenue growth through intentional relationship-building.

She holds the Certified Exit Planner (CExP) and Chartered Advisor in Philanthropy (CAP) designations and is recognized for her ability to blend strategic insight with a deeply human-centered approach to advisory growth.

Advanced Estate Planning Topics - Gary Gotsdiner, Attorney, McGill Gotsdiner Workmann Lepp and Aimee Cizek, Attorney, McGill Gotsdiner Workmann Lepp

Gary Gotsdiner is a native of Nebraska and graduated with honors from Denver University. He attended law school at the University of Nebraska and graduated with honors in 1978. Upon graduation, Gary immediately joined the firm and has been on its Board of Directors since 1988. He serves as the Chairman of the Board. 

Gary’s primary practice areas include mergers, divestitures, acquisitions, finance and banking, corporate law, and tax and estate planning. Gary has significant experience with closely held and family-owned businesses including governance, management, succession, and estate planning for their owners. 

Since 2007, Gary has been selected by his peers for inclusion in The Best Lawyers in America® in fields including Closely Held Companies and Family Business Law, Corporate Law, and Mergers and Acquisitions Law. Gary was named the Best Lawyers’ 2018 Corporate Law “Lawyer of the Year” and Best Lawyers’ 2014 Mergers and Acquisitions Law “Lawyer of the Year” for Omaha. He has also been selected to the Nebraska Super Lawyers list for Mergers and Acquisitions, Business/Corporate Law and Real Estate. 

He is a Fellow of the American and Nebraska State Bar Foundations and was honored in 2019 to receive the Nebraska State Bar Foundation’s Lifetime Achievement Award. Most recently, Gary was nominated by his peers for membership to The Corporate Lawyers and The Real Estate Lawyers Guide.

Aimee Cizek is an Omaha native and earned two Bachelor of Arts degrees in 1998 from the University of Nebraska-Lincoln, where she founded the Phi Alpha Delta Pre-Law International Fraternity’s local chapter. Upon graduation, she worked for the Nebraska State Legislature for two years before attending Creighton University School of Law and earning her Juris Doctorate in 2003.  Aimee began her legal career as a Deputy Douglas County Attorney prosecuting violent crimes against women and children and training law enforcement and healthcare professionals in evidence collection and trial testimony. 

Aimee went into private practice in 2007 at Stalnaker, Becker & Buresh, P.C. where she applied her trial skills to civil litigation in the areas of construction and real estate law.  Aimee truly enjoys working with individuals, families and small businesses and has built a strong estate planning and trust and probate administration practice over the years. In 2021, Stalnaker, Becker & Buresh, P.C. integrated its practice with McGill, Gotsdiner, Workman & Lepp, P.C. where Aimee continues to use her litigation and transactional experience to help clients develop comprehensive business and estate plans.

Aimee is licensed to practice law in both Nebraska and Iowa. She is a member of the Nebraska State Bar Association, Omaha Bar Association, and Commercial Real Estate Women and volunteers for Project Pink’d and St. Vincent de Paul.

The Powers and Fiduciary Duties of Trustees in Nebraska - Bryan Roberston, Director Trust Services, Wealth Management, fnbo

As a Trust Services Director at FNBO, Bryan works as part of a team to deliver a wide range of complex estate and trust planning and administrative services.

CREDENTIALS

Bryan is actively licensed in Nebraska as an attorney and as a CPA. He received his law degree from the Nebraska College of Law and his masters and bachelors accounting degrees from the University of Nebraska – Lincoln. Bryan is an adjunct professor of accounting at Nebraska Wesleyan University. Bryan has taught, since 2014, the Individual Income Tax course every Fall semester and the Corporate Income Tax course every Spring semester. 

COMMUNITY INVOLVEMENT

Bryan is actively involved in the community. That service includes a current role as president of the Lincoln United Way board of directors and numerous leadership roles on the boards of CHAD, Juvenile Diabetes, the Nebraska Society of CPAs, the American Red Cross, NET, the United Way Foundation, and Junior Achievement. Bryan is a long-time member of the planning committees for the Gradwohl Estate and Business Planning and NSCPA Fall Conference programs. He’s presented at the Great Plains Federal Tax Institute and the Gradwohl conferences and he’s written a number of published articles including recent pieces on split interest trusts and on burdens of proof for Nebraska marital dissolution purposes.

CE CREDITS

Pending approvals, the morning session will provide three hours – and the afternoon session will provide two hours – of continuing education credits for CFP, NE & IA Insurance, CLE Legal (NE), CPE Accounting, and Professional Recertification (formerly PACE).

REGISTRATION FEE

• $75 FPA Member - Full day
• $50 FPA Member - Half Day
• FPA Member Season Pass - (previously purchased)
• $100 Guest - Full Day
• $70 Guest - Half Day
• Guest Season Pass - (previously purchased)

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]