Join us for our Summer Extravaganza Thursday, July 23 at Quarry Oaks Golf Clubhouse near Ashland!  We're planning two timely CE programs plus an exciting luncheon keynote program featuring Paul Kingsman!

AGENDA

8:30 AM -- Check-in table open

9:00 AM -- Morning CE program -- "The Great Income Gap - AssetBased LTC” presented by Brent DeGroot, LTCP, CLTC - OneAmerica Care Solutions

10:00 AM - Morning CE program -- "Education Planning with 529  Plans — A Smart, Simple Way to Save for Higher Education" presented by Sara Clegg, Relationship Manager, NEST 529 College Savings Plan, Union Bank & Trust

11:00 AM -- Lunch Buffet and Networking Time along with the presentation of our 2026 Distinguished Service Award

12:00 PM -- Keynote Presentation -- "From Passion to Peak Performance" presented by Paul Kingsman

1:00 PM -- Event Concludes

PROGRAM OVERVIEW

MORNING CE PROGRAM: "The Great Income Gap - AssetBased LTC”

As Americans live longer and healthcare costs continue to rise, the financial impact of extended care has become one of the greatest threats to retirement security. Will your clients' retirement income plans be enough to cover the unexpected costs of long-term care?

This timely and practical session explores the growing "income gap" that can occur when retirement income falls short of meeting extended care expenses. Attendees will gain a deeper understanding of the factors affecting retirement income during the distribution phase, current and projected costs of care, and the trends driving these expenses higher in the future.

The course will also examine the role of long-term care planning in protecting clients' assets and preserving their financial independence. Learn how traditional Long-Term Care insurance and Asset-Based LTC solutions can help fill the gap, along with practical funding strategies such as repositioning existing cash assets, utilizing earned income, repurposing Required Minimum Distributions (RMDs), and leveraging income riders on existing annuities.

In addition, participants will gain an overview of the Pension Protection Act and how HIPAA-qualified, PPA-eligible annuities may provide tax advantages when funding long-term care benefits.

Whether you are new to long-term care planning or looking to expand your retirement income strategies, this course provides valuable insights and actionable concepts to help clients prepare for one of retirement's most significant financial challenges.

MORNING CE PROGRAM -- "Education Planning with 529 Plans — A Smart, Simple Way to Save for Higher Education"

With college costs continuing to rise, more families are looking for effective ways to save for higher education while maximizing tax advantages and preserving financial flexibility. This informative session will equip insurance and financial professionals with the knowledge needed to incorporate education savings strategies into their clients' comprehensive financial plans.

Participants will gain a practical understanding of 529 plans, including how these tax-advantaged savings vehicles work, the structure of the Nebraska Educational Savings Plan Trust (NEST 529), and the various account and ownership options available to families. The course will explore the significant tax benefits of 529 plans, including Nebraska state income tax deductions, tax-deferred growth, and tax-free withdrawals for qualified education expenses.

In addition, attendees will learn how 529 plans can play an important role in estate planning through gifting strategies and the five-year super-funding election. The course will also address funding options, rollovers and transfers from other education savings vehicles, financial aid considerations, and the wide range of investment portfolios available to meet different savings goals and risk tolerances.

Whether your clients are saving for a child's future, a grandchild's education, or their own continuing education, this session provides practical strategies and valuable insights to help them make informed decisions and build a strong foundation for educational success.

Join us to discover why 529 plans remain one of the smartest, simplest, and most flexible ways to help families prepare for the ever-changing cost of higher education.

KEYNOTE PRESENTATION -- "From Passion to Peak Performance"

4 Steps to Be a Distraction-Proof Advisor

FEATURED SPEAKERS

Morning CE program -- "The Great Income Gap - AssetBased LTC” presented by Brent DeGroot, LTCP, CLTC - OneAmerica Care Solutions

Brent DeGroot, LTCP, CLTC works with independent marketing organizations (IMOs) and brokerage general agencies (BGAs) to grow OneAmerica Care Solutions product line. He provides training to IMO/BGA leadership, back offices, and producers to support and drive the growth of Care Solutions in the brokerage channel.

An industry veteran, Brent brings 25+ years of knowledge in the LTC and life brokerage space. Prior to joining OneAmerica in 2019, Brent spent more than 10 years with Mutual of Omaha developing relationships and achieving success with brokerage distribution partners. He has also worked for the American Enterprise (World Insurance and American Republic) and owned an agency in Phoenix, Arizona, where he began his career in the industry in 1998.

Brent holds the Certified in Long-Term Care (CLTC) designation and the Long-Term Care Professional (LTCP) designation.  Brent is an alum of the University of Nebraska-Omaha.

A resident of Omaha, Nebraska, Brent has two children—a daughter, Quinn, and a son, Porter. In his spare time, Brent enjoys spending time with his family, playing golf, watching U.S. National soccer teams, boating, traveling and serving in his community.

Morning CE program -- "Education Planning with 529  Plans — A Smart, Simple Way to Save for Higher Education" presented by Sara Clegg, Relationship Manager, NEST 529 College Savings Plan, Union Bank & Trust

Sara Clegg has over 20 years of financial industry experience. She has held positions at Capital Group, Pacific Life and as an independent financial advisor with Raymond James Financial Services. She is a CERTIFIED FINANCIAL PLANNER™ and a member of the Financial Planning Association. Sara is currently a Vice President at Union Bank serving as a relationship manager working with key contacts at broker-dealer firms, registered investment advisory firms, professional and community organizations and employers. In this role, she also leads a team responsible for promoting college savings plans to financial professionals and prospective investors. She is a graduate of the University of Nebraska-Lincoln.

Keynote Presentation -- "From Passion to Peak Performance" presented by Paul Kingsman

Paul Kingsman combines his financial services industry knowledge, his practical experience as a financial advisor, and his background as an Olympic medalist, (Bronze medal – Men’s 200m Backstroke, Seoul Olympics, 1988) to help fellow advisors overcome distractions, complete what matters most, and succeed sooner.

Whether he was making a name for himself as a teenager in international competitive swimming, or working for some of the world’s best known companies such as Speedo and Morgan Stanley, pursuing and achieving personal excellence has been the hallmark of Paul’s life. And he is passionate about helping others do the same. Creating a life of significance doesn’t happen by accident, nor does building an exceptional financial advisory business; Paul has helped advisors do both.

As a speaker, author, and executive coach, Paul provides his audiences, readers, and clients with practical solutions to their everyday business challenges. He knows and teaches what works in the real world so advisors can take the actions needed to achieve and enjoy success instead of just talking about “getting there one day.”

Paul regularly receives rave reviews for his engaging, entertaining presentation style. Advisors quickly connect with his applicable messages as they see he’s one of them, with intimate understanding of the details of this industry and the first-hand experience enabling him to speak their language.

Whether speaking with large groups of advisors at national or regional meetings, working with small groups in workshop settings, or providing personalized one-on-one coaching, Paul helps financial services professionals make long-term objectives relatable to their daily activities so they can focus on and achieve what matters most.

CE CREDITS

Each of the two one-hour CE programs will provide one hour of Life & Health CE for both NE & IA, along with one hour of credit for CFP.

REGISTRATION

Register online or contact Executive VP Joe Pittman at [email protected] or 402-397-0280.  This is a FREE event for NAIFA members - with a $25 fee for non-members to attend.

We hope to see you there!