Join us for our Final 2021 CE Day - Either in-Person or Online!

Please note: This CE Day is offered as a hybrid meeting – half and full day registrations are available for both in-person or online formats.

8:30 AM: Check-in, coffee & juice available

9AM – 12PM: Morning Session

This session offers three hours of CE for CFP, NE & IA Life Insurance, Legal, Accounting and PACE (pending approvals).

• 9AM – 10AM

Estate Planning for Financial Professionals, Nate Patterson, Koley Jessen P.C., LLO

This presentation will explore estate planning for financial professionals. We will cover basic elements of estate plans, relevant taxes to consider, common estate planning structures, relevant documents as well as estate and trust disputes and charitable planning.

• 10AM – 12PM

Medicare, Medicaid, or Both for People Under 65 with Disabilities: A Panel Discussion, David Thompson, Burnett Wilson Law, LLP, Steve Schmidt, Carlson & Blakeman, LLP, BevVan Phillips, Key Complete Therapies and Stephanie Swerczek, Simplified Financial Solutions

Are you prepared for questions from your clients about Medicare, Medicaid, or both for people under 65 with disabilities? Depending on their circumstances, individuals under the age of 65 with disabilities can qualify for either Medicare or Medicaid, and sometimes both. Each benefit program has its own eligibility criteria and services. Understanding the relationship between the two can be confusing. We have been collaborating to find answers for the people we serve in our practices and sharing that information in a series of webinars with people needing services and professionals. Your clients seek your expertise.  This information will help you be an even better resource for families with diverse needs.

12:00 PM Lunch Buffet (included in all full day and half day registrations)

1PM – 4PM: Afternoon Session

This program will provide three hours of ETHICS for NE and IA Insurance CE, CLE, CPE and PACE, pending approvals. This course also will provide three hours of GENERAL CFP credit (pending approval).

Choice and Consequences – An Ethics Program Like No Other! Jerome Mayne

Vulnerabilities exist for everyone in today’s business world. While checklists, policies and fraud prevention technologies are invaluable, they do not account for the human factor. Following policies and procedures, and completing checklists isn’t enough. Side- stepping one’s instinct to inquire and investigate is a product of ethical complacency, indecision, and the lack of confidence in making tough choices in difficult situations.  These actions lead to a lack of trust of an industry, a tarnished reputation of a company and the complete psychological collapse and loss of freedom of good people.

Jerome’s intimate story will help you identify your vulnerabilities. You'll take away all the lessons you need to make the best decisions in impossible situations and save everything you’ve worked for.

For over 2 years his name was Federal Inmate Number 08657-041. Before that, Jerome Mayne was the founder and CEO of two corporations, respected in the financial community and the father of two young boys. In 1999 he received a 21-month prison sentence for conspiracy to commit mail fraud, wire fraud and money laundering – crimes that took place four years earlier. On November 4th, 1999, he reported to the Federal Prison in Yankton, South Dakota and his career and his life were changed forever.

For the past 15 years Jerome has been speaking on fraud and ethics for associations and Fortune 500 companies in Canada, Mexico and the United States. He has appeared on numerous panels, radio shows and web-cast productions as a self-taught expert on fraudulent behavior. He is the author of the book Diary of a White Collar Criminal.

Register online or contact the FPA Nebraska office. Registration fees can be paid online or at the door by cash, check or credit card.

If you register for the virtual option, you will receive an email containing the link to join and further instructions.