Calendar

If you wish to request a refund for an event registration, please contact us at slpgc@qabs.com or (314) 416-2235.

Mar
9
Thu
March 9, 2017 Meeting Featuring Christine A. Alsop @ Ces & Judy's Catering
Mar 9 @ 9:45 am – 1:15 pm

Featuring
Christine A. Alsop
The Elder & Disability Advocacy Firm of Christine A. Alsop, LLC
Register online now!

Morning Session: Basic Estate Planning & Wealth Transfer
Registration & Networking: 9:45 a.m. – 10:00 a.m.
Program: 10:00 a.m. – 11:30 a.m.

There are many myths and misconceptions surrounding the concept of transferring wealth upon death. Christine specializes in assessing the goals of her clients and developing and implementing personalized legal strategies to ensure that her clients’ intentions and wishes are followed. It is important, in this area of the law, to reject a one-form-fits-all mentality. Christine’s decades of experience guide her in crafting each of her clients’ estate plans so that they meet the needs and goals of each individual client.

This session has been approved for 1.5 CLE credit hours from The Missouri Bar.

Lunch Session: The Third-Party Special Needs Trust
Registration & Networking: 11:30 a.m. – 11:45 a.m.
Lunch & Program: 11:45 a.m. – 1:30 p.m.

Christine will review the importance of planning for family members and clients who have special needs, as well as the legal tools that are available to implement special needs planning. Special needs planning is designed to protect the individual who has special needs through the safeguarding of public benefits eligibility. This type of planning is complex and misused applications of the law can have detrimental effects on the individual who has special needs and his/her eligibility for public benefits.

This session has been approved for 1.5 CLE credit hours from The Missouri Bar.

About Our Speaker
Christine-A-AlsopChristine A. Alsop, owner of the The Elder & Disability Advocacy Firm of Christine A. Alsop, LLC, began her career as a litigation attorney, trying cases before the federal and state courts. Christine has always had special connections with older people and she later realized that she wanted to focus on helping those who are elderly and people with disabilities. Christine has been a practicing attorney for the past 28 years and, of those, 15 years have been dedicated to elder law and serving as a true advocate for her clients.

Christine specializes in estate planning, special needs trusts, Medicaid and long-term care planning, VA benefits, asset preservation, probate and trust administration and litigation, guardianships and conservatorships, lien resolutions and Medicare Set-Aside Arrangements. Christine is a member of the National Academy of Elder Law Attorneys, the Missouri Association of Trial Attorneys, the Academy of Special Needs Planners, the Elder Care Matters Alliance and ElderCounsel. She recently served as President of the Board of Directors for the Mid-East Area Agency on Aging which provides the Meals on Wheels service. In addition, Christine recently authored the Retirement Benefits chapter of the 2015 Supplement to the Missouri Bar Elder Law Second Edition Practice Desk Book. Christine’s distinctive ability to simplify the complexities of elder law and special needs planning, coupled with her desire to share her intricate knowledge, makes her an extraordinary attorney, litigator and advocate.

Meeting Fees:
Morning Session – $25 Members/$30 Non-Members
Lunch Only – $25 Members/$40 Non-Members
Morning & Lunch – $45 Members/$65 Non-Members

Register online now!

 

Apr
13
Thu
April 13, 2017 Meeting @ Ces & Judy's Catering
Apr 13 @ 9:45 am – 1:15 pm

Morning Session: Motivate Your Donors to Take Action on a Legacy Gift
Speaker: Daniel L. Prosser, CFP, Donor Motivation Program of St. Louis

Registration & Networking: 9:30 a.m. – 10:00 a.m.
Program: 10:00 a.m. – 11:30 a.m.

Put on your “donor cap” and see a presentation through the eyes of your donors. Don’t miss this valuable insight on how to share the concept of Legacy Giving with those who love your organization.

Lunch Session: Topic TBD
Registration & Networking: 11:15 a.m. – 11:45 a.m.
Lunch & Program: 11:45 a.m. – 1:30 p.m.

About Our Speaker
dan prosserDan Prosser is the St. Louis consultant for the Donor Motivation Program. The Donor Motivation Program is a national organization assisting non-profits with limited budgets in the development of successful planned giving strategies.

Dan is a well-known financial educator in the St. Louis area. Over the last 30 years he has conducted presentations to over 2,000 people on the following topics: “Estate Tax Reduction,” “The Top Ten Mistakes Investors Make with Finances,” “The 7 Most Influential Planned Giving Trends,” and “How to Build High Trust Relationships.” He has also provided continuing education classes for financial professionals.

Dan is a gift communicator with a passion for helping people think about their wealth from a new perspective. His work with the Donor Motivation Program allows him to give back to the community by helping non-profits multiply the results of their planned giving programs while forging strong relationships with their donors. Dan and his wife, Nikki, have experienced the tremendous impact that non-profits have on families. In 1999, their son, Zach, spent months in hospitals following a serious injury. Zach is a quadriplegic and lives independently in Florida today because of what he learned through a number of powerful non-profit organizations.

Dan believes that you will find his insights valuable as we all strive to become more effective in communicating with donors.

Meeting Fees:
Morning Session – $25 Members/$35 Non-Members
Lunch Only – $25 Members/$40 Non-Members
Morning & Lunch – $45 Members/$65 Non-Members

May
11
Thu
May 11, 2017 Meeting Featuring Michael Geis @ Ces & Judy's Catering
May 11 @ 9:45 am – 1:30 pm

Presented by:
Michael Geis, CFRE, FCEP, FAHP
Senior Vice President & Regional Manager
Thompson & Associates

Morning Session: Mining for Gems & Crystallizing Their Worth
Registration & Networking: 9:45 a.m. – 10:00 a.m.
Program: 10:00 a.m. – 11:30 a.m.

Key to making every minute matter in a high stakes chase to close significant gifts in all development shops, is spending time with individuals that present the greatest possibility of doing something significant in the shortest amount of time. Based upon 30 years of prospecting, cultivating and soliciting transformative results for numerous non-profits, Michael Geis will share cumulative learnings which align with his “Further Faster” philosophy and embody his distinct and proven process for maximizing results.

Once you’re with your best prospects, it’s critical that conversations progress in ways that ignite interest and compel them to partner with you in whatever endeavor you’ve presented. This two-part presentation will reveal a time tested process for distilling your “diamonds in the rough” followed by proven cues and strategies customizable for advancing considerations leading to record breaking results.

Lunch Session: Values Based Estate Planning
Registration & Networking: 11:30 a.m. – 11:45 a.m.
Lunch & Program: 11:45 a.m. – 1:30 p.m.

Minimizing messes is one objective for effective estate planning but the process transcends to another level when clients drive the planning process by defining their values and taking ownership of how they want assets distributed. The Thompson process is changing the landscape of gift planning by empowering clients with tools that illustrate what they have to distribute according to their values proposition. Consideration of legacy becomes real when they redirect dollars destined for government instead to charities vital during lifetime.

This presentation will inspire professionals and organizations committed to systematic endowment growth and will present alternative approaches to traditional or transactional estate planning methods.

About Our Speaker
Michael GeisMichael P. Geis joined Thompson & Associates in 2008 after serving as Executive Director of a hospital foundation which was a client of Thompson & Associates. Mike works with non-profit organizations in the Midwest with Doug Olson and is based in Nebraska.

Mr. Geis has devoted his entire professional career to non-profit management and fund development, raising nearly $100 million for various charities. He has fulfilled executive and capacity building responsibilities on a statewide, regional and national level and achieved the distinction of Fellow, a professional certification entrusted to approximately 70 individuals worldwide. His specialty is working with donors to achieve their charitable objectives while working effectively with professional advisors. He has consulted and lectured nationally on various topics related to charitable gift planning, fundraising and non-profit management.

Mike currently serves as Secretary for Goodwill Industries Board of Directors; Advisor for TeamMates Metro-Omaha, Co-Coordinator for EndowNebraska; Board of Directors for Planned Giving Council of Nebraska and Chairman, Fellow Mentoring for Association for Healthcare Philanthropy. Mike is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. He is active in AFP (Association of Fundraising Professionals), Planned Giving Council of Nebraska and Omaha Estate Planning Council.

Mr. Geis has a Bachelor of Arts degree in Education and Masters of Science in Education degree from the University of Nebraska in Kearney. He is a lifetime resident of Nebraska and a native of Beaver Crossing, Nebraska.

Meeting Fees:
Morning Session – $25 Members/$35 Non-Members
Lunch Only – $25 Members/$40 Non-Members
Morning & Lunch – $45 Members/$65 Non-Members