March 14, 2023 Virtual Lunch And Learn
"How to Keep Your Million Dollar Client"
Virtual Panel
Why Attend?
We all know the industry wide stat—80%+/- of the children of our clients will move the account after their parents die. This program and speaker panel is designed to give us real insight into how to alter our practice management habits to retain client accounts when the children take over the decision making. Come and learn!!
Speaker Panel
President
Speaker Bio:
With entrepreneurial experiences and instincts dating back to his youth, Ted Massaro's mission is to serve the diverse needs of self-employed, family-owned businesses and individuals working towards achieving high standards for themselves and their families. As such he has had the good fortune of establishing and maintaining longstanding relationships with many of his clients, many 30 years or more.
His work in financial planning began as an agent working with employee benefits in 1974. Ted earned his bachelor of finance and his Chartered Financial Consultant, Chartered Life Underwriter, and Accredited Estate Planner designation. He continues to enroll in various education programs to maintain his expertise in the financial planning field.
Ted established an independent planning firm in 1981 and subsequently affiliated with LPL Financial in 1992. LPL Financial is the leading independent broker/dealer in the nation (as reported by Financial Planning magazine, June 1996-2022, based on total revenues).
Over the years, as the firm has grown by both new clients and assets, Ted has the honor of being recognized as a member of the LPL Financial's Chairman’s Club or Chairman's Council for the past 20 years, Ted's earned distinguished recognition as being among the top five percent of advisors within LPL Financial.
Ted has steadfastly kept M Financial Planning Services Inc. as an independent wealth management firm because of his commitment to the client-centric values he has held dear throughout his career. He genuinely values the deep relationships the firm has been able to cultivate over these many years.
Ted strongly feels that the continued growth of the firm is due to the team that's been affiliated with him for many years, as well as the two other advisors: Ed Garruto, MBA, CFP® and Anthony Massaro, CFP®.
Vice President
Nationwide Retirement Institute
Speaker Bio:
Doug Ewing, JD, CFP, RICP, started his career with Nationwide in 2019 with more than 16 years of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions.
Prior to Nationwide, Doug was with Transamerica Capital Inc. where he was responsible for developing and delivering consultative sales content for annuity, retirement, mutual fund and life wholesalers.
An accomplished public speaker with extensive main stage, breakout and national webinar presentation experience, Doug covers topics including health care, long-term care, Social Security and tax-efficient retirement income.
Doug was admitted to the Massachusetts Bar in 1990 and got his start in the financial industry in 2003 as a financial advisor with Legg Mason Wood Walker. He has earned both CFP and RICP designations and is FINRA Series 7 and 66 licensed.
Chief Development Officer
Speaker Bio:
Chris Rollins is Samaritan’s chief development officer, leading the organization’s fundraising efforts. He previously served as the senior development professional at Southern Regional Medical Center in Atlanta, Virtua West Jersey, and Southern Ocean Medical Center, in Manahawkin. As executive vice president of Pride Philanthropy, Chris consulted with not-for-profit organizations across the eastern United States. He chairs the National Partnership for Hospice Innovation’s (NPHI) Philanthropy Forum, and serves on the National Hospice and Palliative Care Organization’s (NHPCO) marketing and development steering committee. Chris is an officer and governance chair of the Community Foundation of South Jersey; and past president and founding member of both the South Jersey Chapter of the Association of Fundraising Professionals (AFP), and the Georgia Hospital Association’s Society of Development Professionals. Chris earned a BA from Hood College, a MBA from Frostburg State University, and the Certified Fundraising Executive credential (CFRE) in 2000. He regularly presents training sessions for AFP, NPHI, NHPCO, the Pride Development Institute, and other national and regional organizations; and has published his first book: Truisms of Fundraising.
Specialties: Demonstrable results in major and planned giving, board development and governance, annual support, capital campaigns, administration, and events. Significant additional experience in marketing communications, public relations, advertising, and broadcasting.
Meeting sponsored by:
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Schedule:
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11:55 am - Sign-on
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12:00 pm - Session
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1:00 pm - Adjournment
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Meetings are streamed only and use GoTo Meeting.
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Cost is free for members
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Cost is $30 for non-members
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Guests are welcome - see our Guest Policy below
Guest Policy:
Guests are welcome to attend our meetings during the 2022-23 year with the following rules:
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1st meeting attended (In Person or Virtual) — Cost is Free, Compliments of the Chapter. We welcome you!
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Subsequent meetings attended (In Person or Virtual) -- Guest pays $30 non-member meeting registration fee at time of registration.
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Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options):
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Local Only Season Pass (LOSA) --$240/yr or $20/mo EFT or via check or credit card:
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Email Sandy Gray for a LOSA application
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SFSP National Member --$560/yr or $47/month EFT. Visit the SFSF National website.
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Questions? Call us at 317-844-6268.