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February 17, 2022 – CE – 4 hours Live & Broadcast
February 17, 2022 @ 8:30 am - 12:30 pm
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Registration Fee: NAIFA/SFSP Members – FREE Non-Members – $45
Call 317-844-6268 for registration questions. February 17, 2022(All times are ET) 8:00 am – In person registration 8:20 am – Zoom login (broadcast only) 8:30 am – Tax-season Essentials for Individual Investors, Sean Ryan 9:30 am – The New Age of Crypto, Gerardo Linarducci 10:30 am – The Taxation of Life Insurance, Thomas Barrett (2 hours) 12:30 pm – Dismissal Register for live presentationOR Register for Zoom Webinar(Non-members call 317-844-6268 for payment prior to Zoom Webinar) Session broadcast live from MassMutual (Training Room), 900 E. 96th Street, Indianapolis, IN 46240 (map) 8:30 am – 9:30 am “Tax-season Essentials for Individual Investors”
Sean Ryan, CIMA®, AIF® (1 hour Indiana Insurance CE approved, 1 hour CFP CE approved, 1 hour CLE CE approved) Sean Ryan is a Senior Regional Director for Advisor & Intermediary Solutions at Russell Investments. In this role, Sean is responsible for the service, growth, and expansion of the retail investment market in Indiana, Kentucky and Southwest Ohio. He consults advisors on business development, practice management, marketing, capital markets and sales of Russell Investments’ products. Expected Agenda: – Market year in review – Who feels the tax pinch from Uncle Sam? – How your investments impact the Form 1040 – Trying to minimize investment taxes – Steps for today to be tax-smart – Q & A 9:30 am – 10:30 am
“The New Age of Crypto” Gerardo Linarducci (1 hour Indiana Insurance CE approved, 1 hour CFP CE approved, 1 hour CLE CE approved) Gerardo Linarducci is a financial professional with an extensive background of how to Protect, Save, and Grow your wealth in a more money efficient way. As you create, and accumulate your wealth, you also need to protect what you have accumulated. There is now both an “Art” and “Science” in achieving this. This is why he uses the economic model, in making more efficient money decisions, He understands the difference between hindsight and experience, “Because I have worked with so many individuals, and families, I have seen and discussed many of the mistakes of the past of others, and I share those mistakes with future prospects.” He believes that is what people are really looking for, when interviewing to hire a financial professional. Recently, Gerardo became the managing Director of Innovative Premier Financial Service, with offices, in Indianapolis, Indiana, and Houston Taxes. Prior to his joining IPFS he served as VP of Representative Development, and training, along with handling business production. Course Description:
– What is cryptocurrency? Understanding term used. – How is Crypto purchased? – Used as part of a client Investment Portfolio? – Crypto used on a daily basis? – Q & A 10:30 am – 12:30 pm
“The Taxation of Life Insurance” Tom Barrett, JD, LLM (2 hours Indiana Insurance CE approved, 2 hours CFP CE approved, 2 hours CLE CE approved) As a member of MassMutual’s Advanced Sales organization, Tom provides Estate and Business Planning support to MassMutual Advisors and Financial Planners. He delivers timely sophisticated estate, business and retirement planning case design assistance to the top tier of advisors and agencies within the MassMutual Financial Network. In addition to this case design work for affluent clients and small business owners, Tom is also actively engaged in all aspects of tax, estate, and business planning training of the MassMutual field force. His duties include development of marketing and sales material in support of the use of life insurance in financial, estate, and business planning. Prior to joining MassMutual in 2016, Tom worked for MetLife in a similar role. Before joining MetLife in 2000, he worked for GenAmerica Financial as an estate and business planning consultant. He has published articles in the Journal of Deferred Compensation, Life and Health Advisor, Small Firm Business Magazine, and the Journal of Financial Service Professionals. Tom graduated from the University of Dallas with a degree in English and a minor in International Studies. He received his law degree from the Washington College of Law at the American University in Washington, D.C. He subsequently received his LL.M. in taxation from the Washington University School of Law in St. Louis. Tom is a member of the Maryland Bar Association. – Key disclosures and Overview – – How is life insurance used? – General taxation benefits of life insurance – What qualifies as life insurance under Federal law – – Product must meet IRC Sec. 7702 – – Failure to meet IRC Sec. 7702 – How distributions are taxed in a life insurance policy – – Non-Modified Endowment Contracts (MEC) – – Modified Endowment Contracts (MEC) – – 1035 Exchanges – Transfer For Value Rule – Taxation of life insurance in business planning strategies – Summary 12:30 pm Dismissal Register for live presentationOR Register for Zoom Webinar(Non-members call 317-844-6268 for payment prior to Zoom Webinar)
Questions? Call us at 317-844-6268. |
