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      Complimentary 2-Hour CLE with Lunch - Supreme Court Approved in Columbus

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      August 28, 2019

      Wednesday  11:00 AM

      21 East State Street
      Columbus, Ohio

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      Complimentary 2-Hour CLE with Lunch - Supreme Court Approved

      Complimentary 2-Hour CLE with Lunch - Supreme Court Approved Join Tom Wyatt and Eddie Knezevich with Lifetime Financial Growth at Serendipity Labs for a complimentary 2-hour CLE with lunch included. The following courses will be covered: Ensuring Income Throughout Your Next Now™ - (1 Hour) Presenter: Eddie Knezevich Have you ever found yourself asking the following questions: Will I outlive my savings? How will I spend my time in retirement? How much will things really cost when I retire? Will I have enough income to maintain my lifestyle in retirement? Will I have enough money to leave my family protected? This course provides a detailed snapshot of the retirement crisis currently facing Americans, with the goal of creating a new understanding of retirement. This includes looking at the various retirement risks, sources of income during retirement and how to begin building a successful foundation to achieve your future financial goals. Understanding Premium Financing (1 Hour) Presenter: Tom Wyatt This course will explain what life insurance premium financing is, where it is used, who is using it and why it is so popular. The course covers some of the important due diligence factors that need to be considered when evaluating the various premium financing programs that are available in today's marketplace. Also covered will be some of the key risks that need to be considered, and we’ll review of some tax issues that are raised. Finally, four case studies will be reviewed that pull together all of the previously mentioned concepts. Lunch will be provided by the sponsors below: Thomas D. Wyatt, JD*, CFP® AIF – Lifetime Financial Growth Tom is the Executive Director of Retirement and Distribution Planning for Lifetime Financial Growth (LFG). In this role, he leads the retirement planning initiative for LFG, which is a regional privately-held wealth management firm with hundreds of representatives, across Pennsylvania, West Virginia, Kentucky, Michigan, Indiana and Ohio. He also serves as President of the LFG office in Columbus, OH. Tom has been working in the areas of Qualified and Non-qualified retirement plans, executive benefit programs, charitable planning and individual financial planning since 1998. Tom is a multi-year qualifier and member of Million Dollar Round Table (MDRT), Court of the Table, and Top of the Table. Tom is a 2003 graduate of the Capital University Law School in Columbus, OH. Tom is admitted to practice law by the Ohio Bar and the The United States Supreme Court. Tom is also a graduate Magna Cum Laude of the University of Toledo School of Business, with areas of concentration in Economics, Finance and Management. Tom holds the CFP® (Certified Financial Planner®) Certification. The CFP® certification is awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. Tom also holds the Accredited Investment Fiduciary (AIF) designation, indicating particular focus in helping retirement plan sponsors to select and manage their retirement plans and investments available therein. Tom is an active member of various industry organizations, including the National Association of Plan Advisors (NAPA), the Society of Financial Service Professionals (FSP), the American Association of Life Underwriters (AALU), General Agents and Managers Association (GAMA), The Million Dollar Round Table, and the Columbus Bar Association. He has served in leadership roles in the FSP since 2010 and currently serves as a board member on the National Board of the Society of Financial Service Professionals. Tom holds the FINRA Series 7, 24 and 63 securities registrations and various insurance licenses. Tom is a licensed life and health insurance agent, a resident licensee in Ohio, and a nonresident in most other states. Tom is securities licensed in multipe states Tom has personal planning and business planning clients from coast to coast, and Tom’s Corporate retirement planning clients range from closely held businesses with only a few associates to firms with several thousand employees. Eddie Knezevich - Lifetime Financial Growth Eddie is a Financial Advisor/Investment Advisor Representative with The Capital Group at Lifetime Financial Growth. He and his team take the unique approach of specializing in cleaning up and organizing individuals/business owners’ financial junk drawers. Their mission is to guide clients from where they currently are today, to ultimately where they want to go in the future both personal and financially. They have built a series of exercises/meetings they refer to as ‘financial fitness’ and ‘financial home building’, that uncover and lay out the path to prosperity. Lifetime Financial Growth is a privately-owned wealth management firm. The focus of Lifetime Financial Growth centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, Lifetime Financial Growth envisions and enhances our clients' goals by designing a customized strategy and creating a lifemap to protect and grow their wealth.

      Categories: Business & Networking

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