Agenda

2020 Fall Conference printed info and registration

Continuing Education Info

CLE, CFP, CTFA, CRCM, and CISP hours applied for. Hours will be posted here when approved.

Tuesday, September 29 • 10:00 – 11:00 a.m.

Directed Trusts

Robert Hodges, Haley Van Loon, Brown Winnick Law Firm, Des Moines
This presentation will address the update to the Iowa Trust Code to create directed trusts.

Wednesday, September 30 • 10:00 – 11:00 a.m.

Recent Estate Planning Developments

Jay Syverson, Nyemaster Law, Des Moines
This presentation will address recent developments and trends that impact practice and procedure in estate planning and fiduciary administration, including Federal and State transfer & income tax issues as well as developments in the substantive laws of wills, trusts and fiduciary administration.

2:00 – 3:00 pm.

Peer Group meeting

Join your peers for discussion on ideas that pertain to you! This is a great opportunity to meet fellow trust industry professionals, while getting ideas on best practices, answering questions and developing resources.

Thursday, Oct. 1 • 10:00 – 11:00 a.m.

Chaos to Confidence During Times of Economic Stress

Andrew Busch, Economist, Chicago, IL
Andrew’s information about upcoming elections and the economy is great for your entire management team.
This session is an in-depth study of how the coronavirus impacted the markets and economy and where we go from here. This session will review an update on current events, government programs, talking points for clients, and thoughts about what happens next. Andrew Busch is a former TV host for CNBC and Chief Market Intelligence Officer for the US government.

Friday, Oct. 2 • 10:00 – 11:30 a.m.

ITA Annual Meeting & Perform Like A Champion

Aaron Davis, Lincoln, NE
Aaron’s inspirational message is great for your entire team!
Attitude, mental toughness and the ability to change and adapt quickly are just a few characteristics that all champions possess. As a member of the Nebraska 1994 National Championship football team (considered by some as one of the best teams ever assembled), Aaron has a keen understanding of what it takes to achieve incredible results. Today’s corporate environment is more competitive than ever before and it’s those who are able to focus when others fold, who consistently stay at the top!