Previous Seminar
2009 Pension Update Presented by Alex Knezevich, CFP, Chartered Life Underwriter, Chief Financial Officer, The Senex Group Sift through the complexities of the new legislation to determine simple, creative and eff ective solutions for your clients utilizing specific guidelines and templates.
Modern Annuity Guarantees Presented by John Kendall, Vice President, AXA Distributors Better understand annuity guarantees, the available options, how they work and whether they have value for your clients.
Section 79 Revisited Presented by Doug Dombey, President, Southwest Financial Group It is easy to overlook but this option works for more clients than you might think. It is alive and well and has been helping people for years. Learn more about why some clients will love what it can do for them.
Charitable Planning Update Presented by Matthew Brown JD, Brown and Streza Discover a workable template to better understand the diff erent types of opportunities available and which will work best for you clients and why. Show your clients there are more ways to make contributions and receive deductions than they might have considered.
Protecting Fiduciary Liability in ILIT’s Presented by Frank Campbell, CLU,ChFC, ASP, Trinity Financial Partners Learn about the objective tool now available to properly protect non-institutional trustees from unnecessary liability.
Life Insurance as an Asset Group Presented by Eric Thibault, Vice President, ING Life This compelling presentation is a cutting-edge re-examination of conventional wisdom regarding life insur ance. This will be an intriguing look at asset management after the meltdown.
Captive Insurance Company Presented by Ken Kotch, Familiarize yourself with this tax and asset protection alternative for business owners so you can be comfortable to recommend it to your clients.
Business Entities Presented by Chris Shumate JD, Albrektson Law Offices Explore the diff erent types of business entities and why they are most appropriate and beneficial in diff erent situations.
Industry Experts
Doug Dombey, President, Southwest Financial Group, Phoenix, AZ • www.southwestfg.com
A graduate of Arizona State University, Doug has been a featured speaker at a number of industry conventions and national meetings on several topics including “Succession Planning for the Family Owned Business”, “The Dynamics of a Successful Family Business”, and “The History, Structuring and Benefits of a Section 79 Permanent Benefit Plan”. In addition to public speaking, he has taught at the Arizona State University Center for Executive Development on the uses of insurance in successful estate, succession and business planning.
Alex Knezevich,CFP, Chartered Life Underwriter, Chief Financial Officer, The Senex Group, Woodland Hills, CA • www.senexgroup.com
Alex is a Partner and the Chief Financial Officer of The Senex Group, an integrated financial services firm specializing in the design, implementation and administration of qualified retirement plans for clients nationwide. The main focus of his practice has been with the problems and challenges unique to small, closely held business owners. He works with professionals custom-designing plans to help clients save money in the most tax-efficient manner.
Ken Kotch,
Upon graduation from Arizona State University College of Law, Ken began his tax consulting career within the Big-4 arena (KPMG), focusing on transactional tax issues and strategic tax minimization (STM). Certified as a NAFTA specialist, Ken has worked for an international law firm in Mexico City, and has also served as a research analyst for the Arizona House of Representatives Financial Institutions and Insurance Committee.
John Kendall, Vice President, AXA Distributors, New York, NY • www. axadistributors. com
Matthew G. Brown JD, Brown and Streza, Irvine, CA • www.brownandstreza.com
Matt has a B.S. in Finance/Economics from the University of California at Davis and Juris Doctor cum laude, from Southern Methodist University School of Law. His focus areas include nonprofit and charitable organizations, charitable giving, private foundations, public charities, and charitable trusts and foundations. He is a member of the National Committee on Planned Giving and the Planned Giving Roundtable of Orange County. Matt also serves on the Planned Giving Advisory Board of Crown Financial Ministries.
Frank M. Campbell, CLU, Chartered Financial Consultant, Accredited Estate Planner, Trinity Financial Partners, Ontario, CA • www.trinityfp.com
Frank has over 35 years experience in the financial services arena. He is a member of the Riverside and San Bernardino Estate Planning Councils; has served as past president of the Arrowhead chapter of Financial Service Professionals; and is a life and qualifying member of the Million Dollar Roundtable, the premier association of financial professionals
Eric Thibault, Vice President, ING Life, Irvine, CA • www.ing-usa.com
Chris Shumate JD, Albrektson Law Offices, Redlands, CA • www.albrektson- law.com
After graduating cum laude from Chapman University School of Law (with certificate in taxes), Chris served as a Deputy District Attorney for Riverside County prosecuting criminals in the Domestic Violence Unit and the Sexual Assault and Child Abuse Unit. Chris and his wife were on the full-time staff of Campus Crusade for Christ from 1999 - 2002, serving as Campus Ministers at Chico State and in Mexico City, and finally serving with the greater U.S. Southwest Region.
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