Broker Check

Past Events

January, 2015; Lincoln Financial Advisors National Planning Conference - PEAK 2015

This is a conference attended by 100’s of Lincoln advisors that is designed to allow them to delve deeper into areas specific to their practice. 

Bill spoke in a workshop on “Risk Management and Capital Needs Analysis”.  He spoke about how to determine the short term and long term needs for life insurance. 

February, 2015;  Estate Analysts of Western New York,  Buffalo, NY

This is the local organization for the National Association of Estate Planners and Councils, a national association for estate planning professionals.

Bill spoke at the February meeting on the topic of the “FAILED ESTATE PLAN”.  He discussed what could go wrong with estate planning and reviewed a case study with the professionals in attendance.

April, 2015:  The Resource Group Annual Meeting;  Las Vegas, NV

The Resource Group is an alliance of top tier professionals within the Lincoln Financial Advisors organization.  Bill spoke on retirement income planning for clients and the pitfalls that can negatively effect their achievement of their financial goals both pre- and post-retirement.

August, 2015:  Empire Farm Days; Dairy Profit Seminars; Seneca Falls, NY

Empire Farm Days is an annual agribusiness show that draws approximately 40,000 attendees.

Diann spoke to seminar attendees regarding the elements involved in succession and estate planning.  Sample plan examples were shown and discussed.  A group discussion followed the formal presentation.

October, 2015:  Fall Focus;  Atlanta, GA

Fall Focus is attendee by approximately 200 Lincoln Financial Advisors planners from across the nation.  The purpose is to provide in-depth information to improve their planning skills and knowledge.  Often CE credit is provided.

“DAMIT! The Process of Estate Planning” was the title of Bill’s presentation made to a full conference room.  He reviewed the five key elements of estate planning.