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June 15, 2023 Lunch and Learn

Register Here
Registration deadline:  June 9, 2023

Why Attend This Meeting?

 

You will learn/be refreshed on the key questions we should be asking during the discovery phase as well as what documents we should be asking for depending on how the client answers the questions.

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Speakers at this session include:

  • Don Cooper: Principal - Don will discuss Business Planning and Executive Retention plans design options/strategies

  • Katie Lippincott: Principal - Katie will discuss Disibility Insurance, product design, individual and ER sponsored plans, etc

  • Bryan Tribble: Nationwide - Bryan will give a brief discussion on ERTC (Employee Retention Tax Credits)

  • Al Sorichetti:  Nationwide - Al will wrap up the SJC 2022-2023 program, recapping what we saw this year through the program

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"Small Business Survival"


Don Cooper

Regional Vice President - Life

Principal Financial

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Don has over 35 years of experience in the life insurance industry working alongside financial advisors, producers, attorneys and CPAs in finding flexible insurance planning solutions for their clients. He has delivered many seminars and lectures to insurancelicensed advisors. And, he also has experience in working side by side with advisors and their clients on point-of-sale calls.

 

Don holds his Series 6 License as well as New York, New Jersey, and Connecticut state Life and Health Licenses. Don is a New York state certified continuing education (CE) Instructor and certified CPE instructor. He is a member of International Association of Financial Planners, and the National Association of Insurance and Financial Advisors (NAIFA).

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Don Cooper 2023.jpg


Katie Lippincott, CLU, DIA

Regional Vice President

Principal Financial

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Too often due to the nature of traditional group LTD, the owners, executives, and rainmakers of a company have the least comprehensive coverage. Katie partners with employee benefit professionals to design and implement supplemental income protection plans for their group clients so that their incomes and businesses are properly protected against the unpredictability of serious illness and injury.

Katie Lippincott 2022.jpg

 

Bryan Tribble, ChFC®, CLU®, ALHC®

Financial Planner - Legacy Planning

Nationwide Financial

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As a Financial Planner on the Legacy Planning team, Bryan works with Financial Advisors across the country to create comprehensive financial plans for farmers, ranchers and small business owners.

Bryan Tribble 2023.jpg

  • This meeting is offered ONLY in person.

  • Cost is $15 for members, $30 for non-members (a 50% reduction from last year!)

  • Cost is free for 1st time attendees (see Guest Policy below)

  • Location:  Turning Point of Marlton, Marlton Square
                        300 Route 73 South, Marlton, NJ 08053     (map).

  • Schedule:

    •   11:30 am  - Lunch/Registration

    •   12:00 pm - Meeting

    •      1:30 pm - Adjournment

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Guest Policy:

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Guests are welcome to attend our meetings during the 2022-23 year with the following rules:

  • 1st meeting attended (In Person or Virtual) — Cost is Free, Compliments of the Chapter. We welcome you!

  • Subsequent meetings attended (In Person or Virtual)  -- Guest pays $30 non-member meeting registration fee at time of registration.

  • Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options):​

Questions?  Call us at 317-844-6268.

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