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 Year-End Tax Planning, November 21, 2013:
   Richard Morgan (bio), Important Planning Opportunities

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
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