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Feb. 21, 2018 – Medicare (CE) & VTC – Cybersecurity for the Financial Advisor (no CE)
February 21 @ 10:30 am - 2:30 pm
11:30 am – Registration
12:00 pm – 12:50 pm – Understanding The Medicare Maze
Michael Curtiss, Medicare Insurance Specialist; Vrabec Insurance
(1 hour of Insurance CE pending)
Mike is solely focused on helping individuals evaluate and enroll in Medicare insurance options that best meets their needs. The opportunity to work with Vrabec insurance developed after Mike completed his succession plan and sold his financial services business in 2015.
In 2000 Mike transitioned from the corporate world into the financial services industry, and in 2003 founded Envisioning Financial, Inc. which he owned and operated until selling the business in 2015. Prior to that, Mike had over twenty-five years with General Motors, Allison Engine Company and Rolls-Royce North America. The last seven years were spent as Director of Employee Benefits where he was responsible for the design, implementation and administration of employee benefit plans for all Rolls-Royce Indianapolis Operations.
Mike’s formal education consists of an industrial engineering degree from General Motors Institute (now Kettering University) and a Masters in Business Administration from Indiana University, Kelly School of Business.
Mike, through Vrabec Insurance, is a sponsor of the Greater Indiana Chapter of the Financial Planning Association.
Medicare is a federal program covering almost 60 million Americans. Still, most have at best a sketchy understanding of how it works and what it means to them individually. This presentation will provide an overview covering the history of Medicare, enrollment guidelines, how Medicare integrates with other insurance and a discussion of the importance of planning for healthcare costs in retirement. Attendees will learn:
- The basic components of Medicare (Parts A, B, C, D) and the relationship of Medicare to private insurance programs
- The importance of those approaching Medicare eligibility to be proactive in their planning to avoid penalties and other adverse consequences
- The potential magnitude of healthcare-related costs (both Medicare and non-Medicare) in retirement
1:00 pm – 2:30 pm – VTC – Cybersecurity for the Financial Advisor: Protecting Your Office (no CE)
Barely a day passes without news of a data breach that could potentially affect vast numbers of unsuspecting people. The reports of cybercrime can indeed be daunting; regardless of the size of your company, the risks are very real. Add to that concerns about industry regulations and the impact can seem overwhelming. Can advisors keep their client data secure affordably and conveniently? Fortunately, the answer is yes, as attendees at this latest FSP webinar will discover. Join us as two noted authorities on cybersecurity address issues of concern to financial advisors.
At the conclusion of the webinar attendees will have an understanding of:
- The allure of cybercrime and why almost any business or individual can be a target
- An advisor’s legal and regulatory responsibilities
- How to assess your vulnerability
- Common attack methods and steps you can take to combat them
- Affordable, practical techniques to protect your network
Who Should Attend?
Advisors across all sectors of financial services, including: Financial Planners, Investment Advisors, Insurance Producers, Attorneys, Estate Planners, CPAs, Retirement Counselors, Business & Compensation Planners.
Appropriate for advisors at all levels of technical expertise, as the program addresses issues that all advisors face in their practices.
Steven Ryder is the President and Founder of True North Networks, LLC. True North is a leading national provider of managed hosting, technology and security services within the financial services industry. In 2015, True North launched SecureWorkplace®, a suite of cybersecurity services designed to reduce the likelihood of a successful cyber-attack on their clients. Prior to starting True North, Mr. Ryder worked in the financial services industry serving as Vice President of two banks, managing relationships with Fannie Mae’s largest New England clients, and was the CFO of the largest real estate company in New Hampshire. Steven speaks at varies venues throughout the country each year on cybersecurity.
Matthew Meade is the co-chair of Buchanan Ingersoll & Rooney’s Cybersecurity and Data Protection Group. He regularly assists clients with breach response, information and records management and other areas regarding data security. He has helped retailers, hospitality providers, educational institutions, investment advisors, banks, energy companies, county governments, law firms, a fraternal society and health care providers craft strategies and policies to keep their data safe and respond to cyber security incidents including providing assistance with investigations, communication with law enforcement, and notification to impacted individuals and appropriate regulators. He helps clients identify business risks associated with the use and storage of sensitive information. Matt regularly advises clients on security breach notification laws and other U.S. state and federal data security requirements (including laws regarding disposal of records). Matt drafts agreements and policies and procedures addressing issues related to data use, privacy and security and conducts training sessions related to the policies. He also has prepared document retention and management policies and developed associated training programs. Matt serves on the Steering Committee for the Sedona Conference Working Group 11 on Data Security and Privacy Liability, which brings “together lawyers, judges, policy makers, security experts, technologists and business leaders to identify and develop principles and best practices that will constructively resolve issues surrounding data security and privacy liability.” Matt speaks and writes regularly on data security and is a co-chair of the ABA’s Second Annual National Institute on Cybersecurity.
If you have a problem contacting your local Chapter, call 800-392-6900 (M-F, 9 a.m. – 4:30 p.m. ET) or contact us via email at Info@SocietyofFSP.org
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