Meet The Panel
at the October 21st Second Half Expo
Join us for an engaging session on asset protection strategies in the Second Half of life! Discover the crucial steps to safeguard your retirement, investments, and assets while ensuring a secure future. This session will equip you with valuable insights to navigate the ever-changing financial landscape, from managing risks to maximizing growth potential.
Take advantage of this opportunity to learn from experts in the field and take control of your financial well-being. Join us on Saturday, October 21st at 10:00 am to gain practical knowledge and strategies that can significantly impact your financial future. Secure your spot now and empower yourself with the tools you need for a prosperous Second Half. Register today and take the first step towards a more secure tomorrow!
Is Your Estate Plan Retirement-ready? - Asset Protection Strategies in an Ever-changing World
Saturday, October 21st at 10:00 am
As Americans approach the Second Half of life, securing their financial future becomes increasingly important. Asset protection strategies are of paramount importance for folks entering the Second Half of life, particularly concerning retirement, investments, asset management, medicare, and new marriages. As retirement age approaches, safeguarding accumulated assets becomes essential for ensuring financial security. These strategies act as a shield, guarding retirement savings and investments against risks like lawsuits, creditors, and unforeseen financial challenges. Additionally, they facilitate effective asset management by minimizing risks, offering tax advantages, and maximizing growth potential.
Furthermore, entering new marriages later in life necessitates asset protection to preserve pre-existing assets and ensure desired distribution. Older individuals relying on medicare must protect these benefits to maintain a stable income during retirement. By proactively implementing asset protection strategies, Americans can secure their financial well-being, preserve retirement funds, and safeguard assets for themselves and their loved ones.
Meet Our Panelists:
Partner at Ball Morse Lowe, PLLC
Brian Hill is a Partner at Ball Morse Lowe, PLLC whose practice is focused on Estate Planning and Probate. Brian has provided guidance to clients in estate planning, probate, and trust administration for more than 18 years. Brian served on the Oklahoma City Estate Planning Council for eight years and served as its President in his final year. Further, he has served as an officer of the Estate Planning Section for the Oklahoma Bar Association. Brian is a frequent speaker for a variety of organizations providing insight and practical advice to estate planning professionals. He has been a guest speaker for the Oklahoma County Bar, the Tulsa County Bar, and various universities. After graduating from the University of Oklahoma he received his Juris Doctorate from the University of Tulsa College of Law. Brian spends most of his free time with his wife and children. He enjoys being active in his church and coaching little league sports.
Chief Executive Officer and Founder of Legacy & Succession, LLC
David M. Chaney, ChFC, CLU, is the Chief Executive Officer and Founder of Legacy & Succession, LLC. A lifelong Oklahoman, he received his Bachelor of Science in Agriculture from Oklahoma State University in 1985, entering the financial advisory industry two years later in 1987. David holds multiple industry designations, including Chartered Financial Consultant (ChFC), which he obtained in 1997. In addition, David has received numerous industry awards and accolades in his over 35-year career. David resides with his wife, Gaye Lynn, on their family's ranch in Perkins, Oklahoma… together they have two grown children, Madison and Tucker.
Executive coach, Corporate trainer, and Facilitator
Tim provides coaching and training in leadership, teambuilding, and people skills, and helps people in the workplace get along with each other and share their toys. Tim lives in Edmond, Oklahoma with his wife Ruthie. Tim is an Authorized Everything DiSC Partner and an Authorized Partner with Wiley’s Five Behaviors of a Cohesive Team. He provides surveys and training in understanding and working with different personality styles. He is the author of “Powerful Listening, Powerful Influence” Available on Amazon in paperback, e-book and audiobook. He is currently working on a new project, “Creating a Culture of Listeners”…. So if you have any good stories about how effective listening has impacted your workplace, please feel free to share them with Tim. You can find him on linkedin.
Co-owner of Senior Benefits Consulting
Susie Brown graduated from Oklahoma University with a business degree and has over 24 years of experience with Medicare and employer benefits. She and her husband are the owners of Senior Benefits Consulting. Susie not only teaches educational events on how Medicare works but also meets with groups and individuals to consult with them on their Medicare options. Her goals are to not only help each person find a Medicare plan that best fits their needs but also to educate them on how their benefits work and walk them through the process so they have less stress and confusion. She has been married for over 38 years, has trained hundreds of people on Medicare benefits (including her husband), and if you ask her what her goal is, she will tell you it is to “Help people.”
8:00 am to 1:00 pm – Hours for Second Half Expo
KEYNOTE & PANEL SESSION
9:00 am – Coffee, pastries & networking
9:45 am – Introduction by Bob Loudermilk
10:00 am – Panel & Discussion
11:30 am – Panel Session ends