$0 – $35

SFSP Central Indiana Chapter Quarterly Meeting - March 6, 2019

Event Information

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Location

Location

Woodland Country Club

100 Woodland Lane

Carmel, IN 46032

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

Description

SFSP Members & Invited Guests: Free; Non-members: $35

Limited seating

Questions, or to register by phone, call 317-844-6268.

Location: Woodland Country Club, 100 Woodland Lane, Carmel IN 46032


Agenda

8:00 am – Registration

8:30 am – 12:00 pm – CE sessions


8:30 am – “11 Mistakes Business Owners Make”
Paul DeCoursey, Estate Planning Specialist/Financial Advisor, WestPoint Financial Group
(1 hour of Insurance CE pending)

Paul DeCoursey entered the financial services business in 1974. During his career, Paul has assisted hundreds of individuals in creating financial strategies for themselves, their families and businesses. However, he has never lost sight of the importance of building long-term relationships with each and every client: “What is most important to me is to understand my clients’ needs and educate them sufficiently enough so they can make informed decisions”. Read more

In this session, Paul will identify and discuss the common mistakes that the typical business owners make.

9:30 am – “Planning with Business Owners, Their Families and Their Estates (A Case Study)”
Aaron Miller, MBA, CFP®, Certified Financial Planner, Miller Wealth Advisors
(2.5 hours of Insurance CE pending)

Aaron Miller understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and he puts his clients—and their needs—first. Read more

Aaron will lead the discussion on this case study about the fictitious Adams Family and their common planning and life insurance concerns. All attendees will be encouraged to be engaged and involved in the discussion. Topics include:

  • Case Profile
  • Business Planning Concerns
  • Business Succession Planning
  • Estate Planning and Taxes

12:00 pm – Adjournment

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Date and Time

Location

Woodland Country Club

100 Woodland Lane

Carmel, IN 46032

View Map

Refund Policy

Refunds up to 1 day before event

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