The Delaware Society FSP Board is currently locking in our local Delaware meeting lineup with our first meeting beginning in September. We will be sending out an email blast soon. Thanks for your patience while we get these events opened up and the registration links live.

September 28, 2021
Topic: 2021 Delaware Estate Planning - Advanced Planning During Uncertain Times

Presenter: Bob Eaddy, The Bryn Mawr Trust Company of Delaware

September 30, 2021 / 4 PM
Bellefonte Brewery Happy Hour Social

October 12, 2021 / 8 AM / Virtual
Topic: Delaware Business Owners: Planning Opportunities for Business Transition

The panel will discuss:

  • What are the options for how to structure a sale or gift of the family business?
  • What is a Buy-Sell Agreement and who should have one?
  • How and when should you value a business for purposes of sale, death tax, or Buy-Sell Agreements?
  • What are the income or other tax implications to the business transition?
  • What if no one wants the business? How to "wind up" loose ends?

Panel Presentation:

  • Chris Smith, Brandywine Oak Private Tax Advisory

  • Melissa L. Rhoads, Esq., Tighe & Cottrell P.A. Attorneys at Law

  • Luke R. Chapman, CFP, CFBS, Precision Wealth Partners

October 26, 2021 / 8:30 AM - 4:00 PM
Fall Joint Symposium with NAIFA Delaware and DAHU Chapters.

Location: Odessa Memorial Hall, Odessa, DE (304 Main St Station 24, Odessa, DE 19730)

This includes light breakfast and coffee/tea, full lunch, networking, and continuing education credits.

The complete schedule, topic, and speaker lineup will be updated on the NAIFA DE website Event Page. Attendees can earn up to 7 Insurance CEs in Delaware or Pennsylvania (1 LTC, 1 Ethic) and 7 CFP credits. Attendees must pre-register and be in attendance to earn credits.

November 9, 2021 / 8 AM
Topic: Tax Update

This presentation will include a review of Biden’s tax plan – from origins to current progress, What happens to the Tax Cuts and Jobs Act, Forward-thinking – the current role that tax reform plays in politics, future plans for tax increases, and any other new updates pertinent to tax.
Meeting Sponsor: Alberto, Kupferman & Associates

Presenter: Laura Lloyd, CPA, Albero, Kupferman & Associates

Laura Lloyd, CPA is a Supervisor at Albero, Kupferman & Associates, LLC. Her primary focus is business strategy and all things tax – planning, projecting, and preparation – for small businesses and their owners. Laura thrives on collaborating with clients, ensuring that not only the technical aspects of the work are completed efficiently and correctly, but also that personal and business goals are being met. Internally, she is actively involved in recruiting, internship programs, marketing, and mentoring staff.

November 18, 2021 / 8:15 AM - 12:30 PM
Meeting Hosted by The Delaware Tax Institute
Title: There's No Masking Impending Tax Updates

Co-sponsored by Widener University Delaware Law School, Society of Financial Service Professionals Delaware Chapter, and the Delaware State Bar Association

Distinguished Speaker: Jared Bernstein, a member of the Council of Economic Advisers serving President Joseph R. Biden since 2021.

$100 registration including 1 ethics credit and/or 4.8 CPE credits.
Students: Free

Register online: delawarelaw.widener.edu/delawaretax
For more information: contact Carol Perrupato
Event brochure click here

December 7, 2021 /  Virtual Meeting / 8 AM
Topic: Discussion / Review of TED Talk 
Brene Brown: The Power of Vulnerability

Brené Brown is a shoot-from-the-hip Texan, who also happens to be a shame and vulnerability expert. Brown studies human connection — our ability to empathize, belong, love. In this poignant, funny talk that has been viewed over 6 million times, she shares a deep insight from her research, one that sent her on a personal quest to know herself as well as to understand humanity.

January 11, 2022 /  8 AM / Ed Olivers Golf Club
Topic: Planning for Delaware Divorcees

This presentation will include a review of QDROs, Unique Asset Division Agreements, Life Insurance Restrictions, and Other Considerations

Presenter: John Macconi, Esquire, John A. Macconi, Jr., LLC, Comprehensive Legal Services Throughout Delaware

Presenter: John A. Macconi, Jr. earned his Juris Doctor (J.D.) degree from Widener University School of Law in 2003, consistently appearing on the Dean's List. Following law school, he was a judicial law clerk to The Honorable Fred S. Silverman of the Superior Court of Delaware and then spent nearly eight years in private practice before opening his own practice. Prior to law school, Mr. Macconi attended the University of Delaware where he received a Bachelor's Degree in Finance and also consistently appeared on the Dean's List.

January 27, 2022 /  4 PM / Location posted soon
Happy Hour Social

February 22, 2022 /  3 PM / Geltzeiler Trading Center, University of Delaware
Topic: Economic Update

 

March 22, 2022 /  8 AM / Ed Olivers Golf Club
Topic: Delaware Business and Employee Benefit Planning Opportunities

This presentation will include a panel of experts.

March 2022 /  Joint Symposium with NAIFA Delaware and DAHU Chapters

April 26, 2022 /  8 AM /
Topic: Delaware Medicaid Qualification and Unique Vehicles to Protect Assets

Medicaid is the largest payer of long-term care expenses. With long-term care expenses continuing to rise, it is important to understand the qualification criteria to become eligible for Medicaid. This presentation will discuss the following: 

  • Asset and Income limitations for an individual client as well as a married couple; 
  • Types of expenses paid for by Medicaid;
  • Techniques to preserve clients’ assets while qualifying them for Medicaid –i.e. “spend-down tools”;
  • A Medicaid Compliant Annuity is a specific spend-down tool that is used frequently.  You’ll learn what a MCA is and how it can be used to help your clients.

Meeting Sponsor: ASHBER

Presenter: Amber Hinds, ASHBER

Amber has over 14 years’ experience as a Medicaid and LTC Planner.  She has an immense passion for educating attorneys, advisors, and their clients regarding financial strategies designed to help pay for long-term care costs applicable to both Preplanning (asset-based LTC/hybrid policies) and Crisis Medicaid scenarios. Amber is a proud recipient of the University of Wisconsin-Oshkosh’s BA of Finance where she graduated with magna cum laude honors. She is a licensed insurance agent licensed in all 50 states and holds her Series 65 license with FINRA.

April 12, 2022 /  8 AM / Ed Olivers Golf Club
Topic: A Delaware Perspective: Social Security and Medicare

May 10, 2022 /  8 AM / Ed Oliver's Golf Club
Topic: To be announced

May 24, 2022  /
Topic: Delaware Society FSP Annual Meeting

June 9, 2022  /
Topic: Delaware Society FSP Annual Meeting Summer Kick-Off Event

Join the SFSP Delaware Chapter

Use the link to the right to join the Delaware Chapter of SFSP. If you have any questions, please email the Chapter Executive and she will be happy to assist you.