East Side Breakfast - Insurance Planning in Today’s Marketplace sponsored by Wellspring Financial Advisors
Join us for breakfast and networking at 8:00am and the program will begin at 8:20am.
Please note the special time and location of this event.
About the Program
Insurance planning after the Tax Cuts & Jobs Act of 2017 provides ample opportunities for business owners and individuals. With unemployment at record low levels and the estate tax exemption at record high levels, where does insurance planning fit into to your client's plan? Business owners have many challenges; today one of them is attracting and retaining talent. The value of implementing meaningful Golden Handcuffs is more important than ever. Understanding the Supplemental Executive Retirement Planning (SERP) arena helps you help your business owner clients differentiate themselves from their competitors. Section 409A and Section 162 planning is an important tool for your business owners. Individuals facing a potential taxable estate can benefit from the opportunities utilizing the ILIT and the increased lifetime exemption. Additionally, clients that have used their annual gift exclusions can do additional planning with tools like Private Loan Regime Split Dollar. While most of our clients do not require estate tax planning many need tax strategies and long-term care solutions. In today's marketplace hybrid contracts allow for multiple insurance solutions to include long-term care. The presentation will be based on and is an update of the October 24, 2019 west side breakfast meeting.
About the Speaker
Elaine B. Eisner is a Principal of the Eisner Gohn Group (EEG). EEG helps families and businesses protect all that they care about. Specializing in life insurance, long-term-care strategies, income solutions and disability planning are the firm’s core competencies. With an extensive background in all aspects of the financial services industry, combined with her previous work as an attorney, Elaine offers clients insightful, integrated solutions. She collaborates in concert with the client’s team of advisors to ensure everyone is working to provide the best solutions to meet the client’s long-term needs. Ms. Eisner received her Bachelor of Arts Degree from the University of Colorado and her law degree from Cleveland Marshall College of Law. She served as a Senior Vice President and Chief Administrative Officer of McDonald and Company prior to its acquisition by Key Corp. After leaving McDonald, she became an investment banker with the Portus Group in Denver, Colorado and a financial advisor with Wagner Wealth Management in Denver, Colorado. In 2007 Elaine returned to Cleveland to start The Eisner Gohn Group with her husband, Scott Gohn. Elaine is passionate about giving back and spends much time advocating for the special needs community. She helped found LiveSpecial.com and currently works to expand its offerings throughout Northeast Ohio. She currently serves on Jewish Federation of Cleveland’s Professional Advisory Council and is a board member of the Estate Planning Council of Cleveland and The Community Fund Management Foundation. In her free-time she enjoys skiing with her daughter Alana and golfing and traveling with husband, Scott.
Laura B. Springer, CRPC®, CFP® │ 2018-2019 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 05/21/19, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to firstname.lastname@example.org by 05/20/19). If you reserve and are unable to attend, please call the office to cancel by noon 05/21/19 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will also request credit from the Ohio Department of Insurance. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.