The Thompson Center (former Barn ), Lackman Rd, Lenexa

Transcription

1 The Thompson Center (former Barn ), Lackman Rd, Lenexa Designed for 8 Hours of CPE; 6.5 Hours CFP approved; 8 Hours KS CLE and Kansas Insurance Department Credits approved; 6.5 hours MO and IA CLE approved KSCPA & FPA Members $ (includes lunch from Panera) STEERING COMMITTEE Gerald C. Steffes, CPA/PFS, CFP, Chair Nancy Toelkes, CPA Jerry Love, CPA, PFS, CFP Staff Liaisons: Mary R. MacBain & Marlene Shellenberger President, Steffes Financial, Ltd., Overland Park Controller, Capital Title Insurance Company, Topeka Jerry Love CPA, LLC, Abilene TX The KSCPA Financial Planning Workshop is designed to update experienced financial planners and to help those interested in becoming financial planners learn more about the field. The program is presented by experienced, credentialed professionals. Topics include early retirement due to disability, the Affordable Care Act, planning for social security, roadmap to financial freedom along with updates on the economy and IRA retirement planning. Two lunch breakouts are available on the new AICPA financial planning standards and a unique session entitled Health is Wealth. This is the place to meet the leaders and to brainstorm with colleagues about the state of the art in the practice of financial planning. Click Here to Register and to learn more about the program or go to and click on program in the program calendar.

2 Schedule of Events May 5, 2014, Lenexa 08:00am 08:20am 08:25am 08:25am 08:55am 08:55am 09:45am 09:45am 09:55am 09:55am 10:45am 10:45am 11:35am 11:35am 12:00pm 12:00pm 12:30pm Registration Welcome Gerry Steffes, Conference Chair Update on Economic Trends Gerry Steffes, CPA/PFS, CFP, Steffes Financial, Ltd., Overland Park Learn the latest economic trends and management strategies within the current investment environment. Early Retirement Due to Disability- CFP Approved 1 hour What is the impact of taking early retirement due to a permanent disability or illness? What are the emotional aspects of retirement? This session provides a discussion of special-needs trust, long-term care insurance, and disability insurance. Break 10 minutes Affordable Care Act (ACA) - CFP Approved 1 hour Matt Krull, Consultant, CBIZ MHM LLC, Leawood Learn about the impact of ACA on the individual market and small businesses and what this means to your clients. Planning for Social Security- CFP Approved 1 hour With Baby Boomers turning 62 plus by the thousands on a daily basis, CPAs are frequently being asked questions such as: When should I begin benefits? Do I get an increased benefit based on my spouse s record? What happens to our benefits when one spouse dies? What happens if I have been divorced? What happens if I become disabled or die? Will SS be there when I want to retire? How is my benefit computed? Do I get to stop paying into Social Security since I am now receiving benefits? This session covers these issues and more. Grab n Go Lunch Break-out sessions offered in Lower and Upper Levels: Financial Planning Standards Update Upper Level Learn about the new AICPA Financial Planning Standards. Health is Wealth Can Alzheimer s Be Prevented? Dr. Eric Vidoni, University of Kansas Alzheimer s Disease Center Lower Level This session is in memory of Dennis Gershick, JD, CPA/PFS, CFA, who helped to educate CPAs and attorneys across the country over several years on wealth management, business valuation, and taxation topics. He passed away in December. In one of Dennis sessions about wealth management, he asked the participants, What is wealth? He said, Health is wealth. Dennis was only 57 years old when he passed away. Dr. Vidoni educates participants on how individuals can maintain this wealth.

3 Schedule of Events, May 5, 2014, Lenexa (cont.) 12:30pm 01:20pm 01:20pm 02:35pm 02:35pm 02:50pm 02:50pm 02:55pm 02:55pm 03:45pm 03:45pm Preparing to Retire Creating a Dress Rehearsal of your Future- CFP Approved 1 hour Retirement is on the horizon have you saved enough to live comfortably? What are the advantages to postponing retirement? This session explores planning strategies, timelines, and resources to help relieve anxiety about retirement. IRA Retirement Estate Planning Are You on Solid Footing on a Glass Floor? CFP Approved 1.5 hours James Rapp, JD, Schmiedeskamp, Robertson, Neu & Mitchell LLP, Quincy, IL This session provides a wealth of information concerning estate planning issues related to Individual Retirement Accounts. It includes the significance of IRAs in estate planning, distribution of IRA benefits, use of rollover and stretch IRAs, beneficiary designation pitfalls and opportunities, naming trusts as beneficiaries, and other estate planning issues related to IRAs such as creditor protection and planning issues for second or subsequent marriage. 529 Education Savings Program - An Update Scott Gates, JD, Director of LearningQuest Program and General Counsel Kansas State Treasurer s Office 529 plans in both Kansas and Missouri represent a meaningful way to save for college and save taxes at the same time. Scott briefly updates participants on the program and helps to educate those who may not be familiar with the benefits. Break 5 minutes Roadmap to Financial Freedom - CFP Approved 1 hour Gerry Steffes, CPA/PFS, CFP, Steffes Financial, Ltd., Overland Park This session offers tools to help your clients prioritize, organize, and maintain their financial documents. Learn about financial planning software and on-line calculators as additional resources available to your client. Adjourn

4 Speaker Bios (cont.) Gerald (Gerry) Steffes, CPA/PFS, CFP President, Steffes Financial, Ltd., Overland Park Gerald Steffes is a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner practitioner. He received a Bachelor s Degree in accounting from Kansas State University in 1984 and is a member of the American Institute of CPAs and Kansas Society of CPAs. Gerald has served on the Board of Directors of the Kansas Society of CPAs and is Chair of the Kansas Society of CPA s Personal Financial Planning task force. He is Past President of the Kansas Society of CPA s Metro Chapter, and is a past Adjunct Faculty Member of the College for Financial Planning in Denver, Colorado. He has lectured on tax and financial planning topics for the Kansas Society of CPAs, Missouri Society of CPAs, Johnson County Community College, and the University of Missouri, Kansas City, School of Law. Jerry Love, CPA, PFS, CFP, CVA, ABV, CITP, CFF, CFFA Jerry Love CPA, LLC, Abilene, TX Jerry Love graduated from Abilene Christian University. In addition to being a CPA, he has also earned the designation of CVA, ABV, CFF, PFS and CFP. He is the sole owner of Jerry Love CPA, LLC. In , Jerry served as Chairman of the Texas Society of CPAs (TSCPA). In , Jerry was the recipient of the TSCPA "Distinguished Public Service Award." In 2006, CPA Magazine listed Jerry as one of the 100 Most Influential Practitioners in America. In 2009, CPA Magazine listed Jerry as one of the 40 Top 40 Tax Advisors to Know During a Recession. Community Involvement Over the past 35 years has served as President or Chairman of more than 14 (fourteen) nonprofit organizations and for several of these organizations he held this office for multiple years. In addition to these roles he has served on over 45 other nonprofit organizations boards in a variety of offices and roles. In , Jerry was the recipient of the TSCPA "Distinguished Public Service Award." Awards/Recognitions o Texas Association of Museums Jo Stewart Randel Outstanding Trustee Award 2006; awarded annually to a person who has made a significant impact on Texas Museums. o Texas Society of CPAs - Distinguished Public Service o Texas Society of CPAs - Outstanding Chapter Award /97 o Abilene Cultural Affairs Council - Art Award 1991 as Outstanding Individual o Outstanding Volunteer Fund Raiser - by National Society of Fund Raising Executives o Texas Jaycees - Selected as one of Five Outstanding Young Texans o Abilene Jaycees - Outstanding Young Abilenian o Eagle Scout

5 Speaker Bios (cont.) James A. Rapp, JD Schmiedeskamp, Robertson, Nue & Mitchell LLP, Quincy, IL James A. Rapp serves a wide range of clients with a depth and breadth of legal experience. His primary focuses are estate and trust planning and administration, elder law, real estate, business organization and succession planning, education law, agriculture law, and banking law. Jim has extensive experience in estate, trust, and business planning, as well as real estate matters. He represents individuals and businesses, many from the agriculture community. Jim represents businesses in their general operations, transfers, and acquisitions, among them a worldwide manufacturer of agriculture equipment, along with many regional and local retailers, construction companies, design firms, service organizations, banks, and many others. Jim also handles real estate matters, whether residential, farm, commercial, or industrial. Nationally recognized in education law, Jim represents colleges and school districts, in addition to individual teachers, parents, and students. With special interest is school safety, he has twice represented the National School Safety Center before the United States Supreme Court, written extensively in this area, and was a speaker at the National Press Club following the tragic Columbine High School shooting. He was also invited to consult with former Secretary of Education Dick Riley on school safety issues. Jim has been a hearing officer for the Illinois State Board of Education in teacher dismissal matters. Professionally Jim is a charter member and current vice-chair of the Illinois Supreme Court s Minimum Continuing Legal Education Board; a member of the American Diabetes Association s School Litigation Work Group which works to protect the rights of those with disabilities in schools; and is a member of the American Arbitration Association s Panel of Arbitrators. He is a frequent speaker on legal topics to both professional and lay groups. Among civic volunteer activities, Jim is a current member and past president of the John Wood Community College Foundation Board of Directors. He has served on the Board of Directors of the Land of Lincoln Legal Assistance Foundation; past president and board member of the United Way of Adams County, Illinois, and the Quincy Symphony Orchestra Association, and a past officer and board member of the Historical Society of Quincy and Adams County. He has assisted in the organization of many non-profit groups. Scott Gates, JD Director of LearningQuest Program and General Counsel Kansas State Treasurer s Office Scott Gates serves the citizens of Kansas as Director for the LearningQuest 529 Education Savings Program and as the agency s General Counsel. Gates is charged with overseeing the program s operations, which encompasses over 160,000 accounts with over $3 billion in assets. Prior to joining the Treasurer s Office in 2005, Gates worked as a Staff Attorney for the Kansas Department of Administration for 12 years and served as a Research Attorney for the Kansas Court of Appeals for two years. Gates is a native Kansan and a graduate of Sumner Academy in Kansas City, Kansas, the University of Kansas, and the University of Kansas School of Law. He and his wife, Kathleen, live in Lawrence with their two sons. He has been a LearningQuest account holder since Scott serves as a volunteer for his sons boy scout troop and in his local church.

6 Speaker Bios (cont.) Matt Krull, GBA Consultant/Broker, CBIZ, Leawood, KS Service Specialties Mid/Large Market Consulting Self Funding/Alternate Funding Health Care Reform Compliance Employee Benefits Consulting Risk Management Wellness Consulting Business Experience Matt s employee benefits career started with CBIZ Benefits & Insurance Services in Matt s responsibilities include working with employers in the management of their employee benefit programs and specializing in health and welfare plans. Currently, Matt uses his expertise to develop creative solutions for the many difficult challenges encountered in the employee benefits environment. Strategic planning, Health Care Reform consulting, cost containment, and effective communication for benefit programs have been Matt s focus. Education Matt earned a Bachelor of Science in Marketing & International Business from Kansas State University. Professional Designations and Involvement Matt has his Group Benefits Associate (GBA) designation through The University of Pennsylvania s Wharton School of Business. He is an active member of the Employee Benefits Professional Association, National Health Underwriters, and Council of Insurance Agents & Brokers. Matt recently served as the National Alumni President for Rockhurst High School. Matt is a member is active member in the Visitation parish. Matt completed the U.S Department of Justice FBI Citizen Academy and is a member of the FBI Citizens Academy Alumni Association. The Citizen s Academy hosts a cross section of approximately 27 community, business, civic, religious, and non-profit leaders to learn firsthand about FBI operations and programs. Matt is alum of the Centurion s Leadership Program, a 2 year leadership program through The Greater Kansas City Chamber of Commerce. Eric Vidoni, PT, PhD Research Assistant Professor, Department of Neurology, University of Kansas Eric Vidoni is a physical therapist licensed in Kansas and Research Assistant Professor in the Department of Neurology at the University of Kansas Medical Center. His research focus is using brain imaging and other techniques to quantify change in our independence for daily activities as we age or develop Alzheimer's. Eric's interest in movement and how we interact with our environment began with his undergraduate coursework, culminating in a Bachelor's of Science in Kinesiology from the University of Illinois, Urbana- Champaign in After a year of working as a research coordinator studying visual attention at the Beckman Institute for Advanced Science and Technology at Illinois, he resumed his formal education at the University of Kansas Medical Center in the Department of Physical Therapy and Rehabilitation Science. There, Eric entered a joint PT/Ph.D. program to receive both clinical and research training in physical rehabilitation with a particular emphasis on brain function. Under the mentorship of Dr. Lara Boyd, PT, Ph.D., he became interested in how individuals learn new skills. Specifically, his dissertation work explored the role of sensation in learning new movements following brain damage. Because of his dual research and clinical perspectives, he has become interested in the greater role cognition plays in performing daily activities such as bathing, dressing or preparing a meal that are central to the view of ourselves as independent individuals. Graduating in January 2008, Eric joined the KU ADC as a Postdoctoral Fellow. After taking a faculty position in 2010 with the

7 Department of Neurology, Eric was named the assistant director of the KU ADC. He is responsible for promoting KU ADC resources to investigators interested in AD and ensuring that those projects are completed successfully with the help of the center.