Speaker Presentations
Please click the links below to access presentations from FSP Atlanta meetings:
2016 Events
January 28, 2016 Webinar-presented by Doug Duncan- Recent Developments
2015 October 15th Webinar- Presented by Doug Duncan-Recent Developments
2015 Annual Chapter Meeting, May 14, 2015
David Culley (bio), AALU/Washington update
2014 Sections Meeting, April 17, 2014:
Tim O'Mara (bio), Planning for Health Care in Retirement
2014 Sections Meeting, February 20, 2014:
Douglas Duncan (bio), Recent Tax and Estate Planning Developments
2014 Economic Update, January 16, 2014:
Bryan Jordan (bio), There and Back Again: An Outlook for 2014
2013 Joint Symposium with EPCNGA, August 22, 2013
Brendan Gleason (bio), Legislative Update for Financial Professionals
Richard Morgan (bio), ATRA 2012: What Should Clients Do Now? Trusts article, ATRA article
Bert Hene (bio), What You and Your Clients Should Know About Medicare
Mary Radford (bio), Recent Developments in GA Case Law article (48 pages)
Greg Freeman (bio), The Tax Side of Retirement Planning
Tom Hebrank (bio), Life/LTC Combo Products & LTC Update
Patrick Callahan (bio), Using Executive Retirement Plans in Business Exit Strategies
Desmond Thornton (bio), Social Security for Financial Professionals
2013 Chapter Meeting, May 9, 2013:
Roy Cranman (bio), Life After ATRA
Doug Duncan (bio), Impact of ATRA on Estate Planning
Gary Bottoms (bio), no presentation available
2013 Joint Meeting with NAIFA Atlanta, March 28, 2013:
Kelly Clark (bio, web site), no presentation available
2013 Joint Meeting with FPA GA, January 24, 2013:
Sam Donaldson (bio, email), Income Tax Update
Emin Hajiyev (bio, email), Economic Update
2012 Year-End Tax Planning, November 15, 2012:
Brian Friedman (bio, email), 2012 Year-End Charitable Planning Strategies
2012 Joint Symposium with EPCNGA, August 8, 2012
Drew Lane (email), Inside the GA Dept. of Insurance's Fraud Initiative
Charles Douglas (email), Adaptable Wealth Planning Strategies; wealth planning article
Steve Parrish (email), Executive Benefits in a Changing Economy
David Maloy (email) & John Eubanks (bio), Professional Ethics for Financial Professionals
Gwen Gall (email), Social Media for Financial Professionals, Get LinkedIn Not Locked Out
Christopher Philips (email), Generating Retirement Income: Total Return or Income; or
contact Steve Simons
Douglas Duncan (bio, email) and panel, All Rise: Probate Court is Now in Session
2012 Chapter Meeting, May 10, 2012
Tom Nassiri, State of the Industry
2012 Sections Meeting, April 12, 2012
Denny Axman, Business Succession Planning Using Buy-Sell Agreements & Business Valuation
2012 Joint Meeting with NAIFA, March 30, 2012
Bob Arzt, Supercharge Your Goals and Sales Success
2012 Recent Developments Meeting, February 16, 2012
Douglas Duncan, Recent Developments 2012
2012 Joint Meeting with FPA GA, January 26, 2012:
Paula Tkac, A Challenging Economic Environment
2011 Year-End Tax Planning, November 17, 2011:
Robert Greenberger, The Three Cs: Conservation Easements, Captive Insurance Companies and Credits
2011 FSP Atlanta Symposium, September 15, 2011:
Rich Landsberg, Perspectives on Estate Planning
Doug Duncan, The Atkins Family Estate Planning Case Study
Steve Reents, Ethics Guidelines and Case Studies
Gwen Gall, Social Media for Financial Professionals - Get Linkedin Not Locked Out!
Pat Huddleston, Dodd-Frank: Adapting and Thriving in a New World
For more information on Brian Friedman's presentation on Planning Opportunities of TRA 2010,
please contact him at bfriedman@wellspringassociates.com