Join us for our last Member Meeting of 2019.  Topics include how to make yourself memorable to close more sales, improve your networking skills or enhance your leadership presence; how to make sure that you are discharging your duties to your clients and ensure your accounts are not subject to a claim; the proposed IRA legislation will effect estate planning; and how to potentially build better, more-risk efficient portfolios and “bridge the income gap” through the use of non-traditional and income-focused asset classes and strategies.  A more comprehensive description for each session is listed below.

Meeting Agenda:
8:25 - Registration and Networking
8:40 - Welcome and Opening Remarks
8:45 – Instantaneous Differentiation - How to Make Yourself Memorable - Paul Neuberger, no CE available for this presentation
10:00  – Break and Partner Introductions
10:10 – How to Avoid Getting Sued - Sean Sweeney, approved for 1CFP CE credit and 1 WI Ins CE credit
11:00 - Break & FPA Wisconsin Business
11:10 - 2019 IRA Legislation and It's Potential Impact on Estate Planning - Shayna Borakove, approved for 1 CFP CE credit and 1 WI Ins CE credit
12:00 - Break and Lunch 
12:20 – Building Better Portfolios; Bridging the Income Gap - Alex Runck - approved for 1 CFP CE credit and 1 WI CE credit
1:15 - Adjourn

Presentation Descriptions:

Instantaneous Differentiation – How to Make Yourself Memorable
One of the ultimate secrets to professional success is something that everyone is aware of, but very few people know how to execute: differentiation. When you’re the best person for the job, how do you communicate your value and stand out from the crowd?  And how do you craft that message in a clear, concise, articulate manner that leaves a lasting impression?

Unfortunately, people have a tendency to overlook the characteristics or experiences that make them truly unique and valuable. By taking a step back and focusing on the intangible qualities that are linked to trust and likeability, Paul helps audience members discover how to bring more of themselves to every interaction they have. The result? Instantaneous differentiation—built entirely through authenticity.

This high-energy keynote has been transformational for professionals in a range of industries. Whether you want to close more sales, improve your networking skills, or enhance your leadership presence, Instantaneous Differentiation is for you!

How to Avoid Getting Sued
How do you make sure that you are discharging your duties to your clients and ensure your accounts are not subject to a claim? In this presentation from a securities litigation attorney, learn how to identify what it is that attorneys look for when evaluating potential claims against Broker Dealers and Investment Advisory Firms. Better understand what pitfalls to avoid, how your standard of care is applied in a litigation setting, and how to identify if a new client has a potential claim against their prior financial advisor.

2019 IRA Legislation and It's Potential Impact on Estate Planning
As the first major change to retirement legislation since the Pension Protection Act of 2006, the SECURE Act of 2019 and RESA have caused many estate planners – financial advisors and attorneys alike – to evaluate and potentially rethink how IRAs and other defined contribution plans are coordinated with a client’s estate plan. After a brief historical lesson on estate planning with retirement accounts (with a special emphasis on IRAs), we will discuss the specific provisions of the legislation that will affect these common strategies, and how estate planning may be impacted.

Building Better Portfolios: Bridging the Income Gap
Traditionally, most portfolio optimization has focused on total-return with limited guidance available on how to build effective income oriented portfolios.  With a demand for more predictable returns, increased market volatility, and belief that rates will continue to be low, “Bridging the Income Gap” presentation addresses how to potentially build better, more-risk efficient portfolios and “bridge the income gap” through the use of non-traditional and income-focused asset classes and strategies.

To view the speaker's bios - click here!

Join us immediately following the Member Meeting for a Pints ‘n’ Planning networking event. This will be a great opportunity to continue to build on the connections made during the Member meeting and do some additional networking. While sponsored by NexGen, all are welcome and encouraged to join in on the fun!