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 - Enable Savings Plan - Savings for Individuals with Disabilities
10:00-11:00 AM - Inherited IRA Planning: Untangling SECURE to Minimize Taxes and Maximize Control
11:00-12 Noon - Operational and Technology Efficient Business Drives Growth
12 to 12:30 PM – Lunch (buffet available for in-person attendees)
12:30 to 1:30 PM – Harnessing AI in Wealth Management
1:30 to 2:30 PM – Investing in an Era of $2 Trillion Deficits and Rising Trade Tensions

PROGRAM OVERVIEW

Enable Savings Plan - Savings for Individuals with Disabilities

This one-hour session provides an in-depth overview of the Enable Savings Plan, a tax-advantaged savings program designed to support individuals with disabilities. Financial professionals and those supporting the financial planning process will learn how the Enable Plan operates, who qualifies, and how it interacts with public disability benefits. We will explore investment options, tax considerations, contribution strategies, and recent legislative updates. Attendees will leave equipped to guide clients, families, and organizations in leveraging this valuable tool to enhance financial independence and quality of life for individuals with disabilities. 

Inherited IRA Planning: Untangling SECURE to Minimize Taxes and Maximize Control

The SECURE Act has dramatically changed the landscape for Inherited IRAs, creating new challenges – but also unique planning opportunities for account owners, surviving spouses, and beneficiaries. In this session, attendees will receive an overview of the rules and apply them to real-world case studies. Regardless of what type of clients you serve, ensure intelligent conversions with intentional IRA planning.

Operational and Technology Efficient Business Drives Growth

Join Jeff Martin, Director of Operations and Service Advisor at DCT Wealth Management, as he shares practical insights from a firm managing over $350 million in assets. This session explores how leveraging technology and refining operational processes can lead to measurable improvements in client service and business scalability. Attendees will learn real-world strategies that helped streamline workflows, improve collaboration, and drive firm growth. Whether you're building infrastructure or optimizing existing systems, this session offers valuable takeaways for improving practice management.

Harnessing AI in Wealth Management

This session will demystify artificial intelligence for financial advisors by covering the fundamentals of AI, exploring ready-to-use ChatGPT applications that can streamline advisory workflows today, and charting Carson Group’s AI evolution—from initial pilots to our future roadmap. Participants will gain both conceptual understanding and practical takeaways to immediately apply AI tools in their practices.

Investing in an Era of $2 Trillion Deficits and Rising Trade Tensions

This session offers a timely and analytical perspective on the evolving U.S. economic landscape, marked by historic deficits and increasing global trade volatility. Participants will gain insight into the implications of federal debt on financial markets, explore the less obvious ways deficits and fiscal imbalances affect asset prices, and assess the impact of tariffs and trade policy on portfolio strategy. Emphasis will be placed on risk management techniques that help financial professionals construct resilient, forward-looking investment portfolios.

FEATURED SPEAKERS

Enable Savings Plan - Savings for Individuals with Disabilities - Stacy Pfeifer, Assistant State Treasurer and Director of the Enable Savings Plan of Nebraska, Nebraska State Treasurer's Office

Stacy is an Assistant State Treasurer, and the Director of the Enable Savings Plan of Nebraska. She has been with the Treasurer’s Office for 13 years and has been the Enable director for 3 ½.  Stacy serves on the ASPN executive committee and is co-chair for the strategic planning committee. She is also the ABLE representative for the NAST Policy and Advocacy Committee. Stacy is also a wife and a busy mom of 6 kids, and in her free time enjoys baking, gardening, canning and singing/playing guitar/organ/piano. She also enjoys volunteering for several different endeavors.

Inherited IRA Planning: Untangling SECURE to Minimize Taxes and Maximize Control - Ryan Yamada, AVP, High Net Worth Client Services, Osaic

As a team lead and consultant for Osaic’s High Net Worth Client Services, Ryan is focused on helping financial professionals acquire and deepen client relationships through advanced planning services and HNW resource coordination. Ryan’s responsibilities are both technical and strategic, serving Osaic’s growing independent advisor base of 11,000 financial professionals. 

Prior to joining Advisor Group in 2021, Ryan held leadership roles in Carson Group’s Advanced Solutions team and Mutual of Omaha Financial Advisors.

Outside of the office, Ryan can be found taking his daughters on walks in downtown Omaha, on the mats with his Brazilian Jiu-Jitsu team, or thinking about his next cooking project.

Operational and Technology Efficient Business Drives Growth - Jeff Martin, Director of Operations and Service Advisor, DCT Wealth Management

Jeff Martin is the Director of Operations and a Service Advisor at DCT Wealth Management. He began his career in finance in 2011 and brings over a decade of experience helping clients pursue their financial goals with clarity and confidence. Jeff is passionate about serving others, whether guiding families through their financial lives or coaching youth sports. He and his wife, Amanda, have three boys and enjoy spending their free time outdoors or anything sports related. 

Harnessing AI in Wealth Management - Leanne Ball, Vice President, Data & Analytics, Carson Group

Leanne Ball is the VP of Data & Analytics at Carson Group, a leading wealth management firm based in Omaha, Nebraska. With a background in math (Nebraska Wesleyan) and Statistics (Texas A&M), she brings nearly a decade of experience in data management, engineering, and analytics to help financial advisors unlock valuable insights. Leanne leads innovative data solutions that support strategic decision-making, with a focus on governance, artificial intelligence, and data warehousing techniques to drive efficiency and growth.

Leanne is passionate about using data to empower financial advisors, streamline operations, and enhance client outcomes. Outside of work, she enjoys CrossFit, running, traveling, and spending time with her family. She’s also pursuing an MBA to further enhance her leadership capabilities.

Investing in an Era of $2 Trillion Deficits and Rising Trade Tensions - Tim Urbanowicz, Chief Investment Strategist, Innovator Capital Management

Tim Urbanowicz, CFA is the Chief Investment Strategist for Innovator Capital Management.  In his role, Tim is responsible for all market research, investment strategy, and model portfolio solutions. Tim is a regular contributor on Fox Business Network, CNBC, Yahoo! Finance, and Bloomberg, discussing his views on the economy and global capital markets.

Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.

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]