Date:  March 16th, 2022

Time: 4:00-5:00 PM

Location: Zoom Meeting

Speaker: Steve Scranton


Steve Scranton is the Chief Investment Officer and Economist for Washington Trust Bank and holds a Chartered Financial Analyst designation with over 30 years of investment and economic experience. Throughout the Northwest, Steve is a well-known speaker on economic conditions and the financial markets. He also actively participates on committees within the Bank to help design strategies and policies related to bank owned investments. As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio Management Group and works closely with clients and relationship managers to design, implement and monitor investment and risk management strategies. As Washington Trust Bank’s Economist, Steve participates in public speaking engagements, as well as authoring many communications, to keep clients and the public informed of economic and investment market conditions.


Topic: Implications of Monetary Policy Regime Change


This session will discuss the change in monetary policy that is about to occur and the implications for the economy and financial markets. Topics that will be included in this discussion are: inflation, consumer spending, interest rates and Quantitative Tightening (QT). The goal of this presentation is to have an interactive discussion that helps participants be proactive in addressing changes that may occur this year.

Date:  November 19th, 2022

Location: Zoom Meeting

Speaker: Wayne Vinson


Wayne E Vinson has been a CPA for almost 30 years and owns a firm in Spokane, Washington. He provides tax preparation services for individuals, corporations, partnerships, and estates. Also, his firm provides financial statement services including audits, reviews, compilations, and preparations. He likes working with small businesses and not-for-profit organizations. He is a member of the AICPA, WSCPA, WAA, and NSA

Topic: Income Tax Update: What's New

Wayne will provide an update on important changes in the Federal Income taxes that apply to 2021 income tax returns and beyond.



Date:  November 17th, 2021

Time: 3:00-4:15PM

Location: Zoom Meeting

Speaker: Meredith Sossman


Meredith Sossman, CFRE, JD is an accomplished development professional and attorney, who has helped non-profits achieve better results through insight and experience in all aspects of giving and non-profit management.  In her ten years with the West Chester University Foundation, she served as a campaign director, associate executive director, in-house counsel and chief development officer.  She successfully led the foundation’s $50 million capital campaign.  Meredith is a principal at MM&C Consulting and works with External link opens in new tab or windowplannedgiving.com to help non-profits exceed their goals by providing experience, insight and proven solutions that drive results while honoring every philanthropist.  She earned her JD at Temple University School of Law and BA at Muhlenberg College.


Topic: Planned Giving Overview


In simple, plain English, Meredith Sossman, Esq., CFRE will present an overview of the most popular planned gifts. An essential webinar for any CEO, CFO, fundraiser or advisor who wants to raise more and larger gifts.

 

The three types of planned gifts covered include:

 

  • Gifts anyone can make
  • Gifts that provide income
  • Gifts that protect assets

 

If you’re a novice, there’s a lot to learn. If you’re a seasoned pro, it will be a great refresher.

Date:  November 17th, 2021

Time: 4:15-5:15PM

Location: Zoom Meeting

Speaker: Paul Nicely


Paul Nicely is a vice president of Eaton Vance Distributors and a regional director for the firm’s independent/financial institution sales team, responsible for marketing Eaton Vance products and services in Washington and Oregon. In his role, he consults with advisors on topics ranging from portfolio construction, economic
and capital market research, to practice management and business development. He joined Eaton Vance
in 2003.
Paul began his career in the investment management industry in 2002. Before joining Eaton Vance, he was an independent advisor for Reinhard & Associates, a branch of Ameriprise Financial Services, Inc.
Paul earned a B.S. in business administration from the University of Delaware. He holds the Chartered SRI Counselor (CSRIC) designation.

Topic: Responsible Investing is Good Business

Imagine developing an interest and expertise in an investing approach that deeply resonates with ultra-high-net-worth families, women, millennials and Gen Xers. We will demystify the rapidly growing discipline of responsible investing to help you capture today’s significant growth opportunity. This presentation:

  • Reviews the history of responsible investing
  • Clarifies the terminology
  • Presents a compelling case for initiating responsible investing conversations with clients



Date:  September 15th, 2021

Time: 3:00-5:00PM

Location: Zoom Meeting

Speaker: Carolyn McClanahan, M.D., CFP® | Founder of Life Planning Partners, INC


Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi. She completed her residency in Family Medicine at the Medical College of Virginia. After a couple of years in private practice and emergency medicine practice in Richmond, Virginia, she returned to the Sunny South of Jacksonville, Florida to teach at the University of Florida, Shands, Jacksonville.  She also worked in various emergency departments in the Jacksonville area.

 

Finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP® curriculum at the University of North Florida. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning.

 

In addition to working in her financial life planning practice, Dr. McClanahan provides education to financial planners and health care professionals on the interplay between health and financial issues, particularly regarding health care costs, health care reform, aging, and end of life issues. She writes for Forbes, CNBC, Advisor Perspectives and Barrons covering issues intersecting money and medicine.

 

She was named an “Icon and Innovator” in 2018 and “Woman to Watch” in 2016 by Investment News. She received the “Special Achievement Award” from NAPFA in 2018 for her work in consumer financial education. She also received the “Excellence in Healthcare Journalism Award” from the National Association of Community Health Centers in 2014.

 

Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She is quoted regularly in numerous publications such as The Wall Street Journal, New York Times, and the Washington Post.  She has also appeared on CNBC, Hardball, AC360, Morning Joe and NPR.


Topic 1: User Engagement Standards to Create Better Client Care and Communication


Good communication is imperative for successful financial planning. Engagement standards set client expectations, shape their behavior, and assist financial planners in creating healthy working relationships with their clients and coworkers. Dr. McClanahan takes you through the process of engagement standard creation and implementation and the important ongoing “keeping of culture” that makes engagement standards so successful.


Topic 2: Implementing Health Care into Wealth Care


Dr. McClanahan helps advisers plan for this unknown by teaching them how to have discussions with clients about health issues that may impact planning, help determine a client’s health care mindset which impacts how much they spend on health care, and show advisers how to incorporate a client’s health status into insurance planning, income planning, and advance directive planning.

Date:  May 19th, 2021

Time: 4:00-6:00PM

Location: Zoom Meeting

Speaker: Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax


Ross Riskin is an Associate Professor of Taxation and the Director of the CFP and ChFC Education Programs at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also a Partner at Riskin & Riskin, PC and is the Founder of the American Institute of Certified College Financial Consultants (AICCFC).

Dr. Riskin is recognized as a thought leader and expert in the areas of tax planning, college planning, and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st Edition, which is published by the AICPA. Dr. Riskin has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, ThinkAdvisor, and Investment News, and has also published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Dr. Riskin received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.


Topic 1: Education Planning for the Next Decade: Practical Strategies for Success


Due to the rising costs of higher education, the shift to eLearning, and the impact of COVID-19, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes. In this presentation, Ross will share creative education planning strategies you can use with business owners, high income/high net worth individuals, middle-income individuals, divorced/divorcing couples, blended/non-traditional families, and grandparents as they experience the higher ed revolution first hand. In addition, Ross will also cover relevant changes from recently passed and proposed legislation, and identify trends so you can stay ahead of the curve when planning for the next decade.


Topic 2: Planning for All Generations: What Advisors Need to Know About Student Loans


Federal loans, private loans, subsidized loans, unsubsidized loans, income-based repayment, income contingent repayment, consolidation, deferment, forbearance, forgiveness. Confused yet? These are the terms you need to know as you help your clients navigate the education planning process both before their children go off to college and after graduation. With total student loan debt approaching the $1.7 trillion mark, 6-year graduation rates stagnating at 59%, and higher education degrees becoming the minimum requirement for gainful employment in the country, advisors need to know how to guide and educate their clients to effectively and efficiently plan for college when time is on their side and resources are available, and more importantly, when they are not. In addition, Ross will also cover relevant changes from recently passed and proposed legislation, and identify trends so you can stay ahead of the curve when it comes to advising clients on student loan repayment strategies