Planning for your or your clients’ financial future takes preparation – you need to survey the landscape, chart a course, and build in enough flexibility and equip yourself with the right tools to make adjustments along the way. The Estate & Financial
Planning Workshop will help you navigate the current economic climate, prepare for what lies ahead, and help protect you from potential threats along the way so you and your clients will reach your financial goals.
Sponsorships are still available. Contact Misean Reed at 504.904.1133 or firstname.lastname@example.org.
Special thanks to our exhibitor:
8:00 – 8:25 am
Registration & Continental Breakfast
8:25 – 8:30 am
Welcome & Opening Remarks
|8:30 - 9:30 am
Estate Administration: Building the Team, Responsibilities, and Limitations
Gwenda R. Lamb, JD • Lamb Estate Law Firm, LLC • Alexandria, LA
Basics of Estate Administration includes from the initial intake with the client, presentation of the Last Will & Testament to the Court, marshaling and identifying assets and debts, paying the debts, filing the Final Accounting, and gaining the Judgment of Possession that places the heirs or legatees into ownership of the decedent's former assets.
|9:30 – 10:30 am
Mike Johnson, JD • US Representative – 4th District • Bossier City, LA
10:30 – 10:45 am
10:45 – 12:15 pm
Markets and the Global Economy
Stephen Morgan • Director of Investment Solutions – Hancock Whitney Asset Management • New Orleans, LA
Financial planning and investing are intrinsically tied together. In this session, we’ll examine how markets and the economy have evolved in the aftermath of the global financial crisis of 10 years ago and what current conditions imply about possible future evolution.
12:15 - 1:15 pm
1:15 – 2:15 pm
Alfred E. (Ted) Stacey IV, CPA • Bourgeois Bennett, LLC • New Orleans, LA
Ted Stacey will bring you up to date on what we do and do not know about the provisions of the Tax Cuts and Jobs Act. He’ll also cover other developments that may impact you.
2:15 – 2:30 pm
2:30 – 3:40 pm
Goals Based Planning for Individuals
Markita McGill • Premium Wealth Management Consultant – HD Vest Financial Services • Irving, TX
This session will show you how to use goals-based planning and intuitive software to help clients, prioritize their financial goals, and determine the optimal plan to fund them.
3:40 – 4:40 pm
The Louisiana Health Insurance Market and Escape Routes: Summer 2018
Michael R. Bertaut, MBA, CHC, PAHM • Blue Cross Blue Shield of Louisiana • Baton Rouge, LA
More changes and tweaks to the Affordable Care Act are underway, involving hundreds of new pages of regulations and some spicy court cases. This session will get you all caught up!
Michael R. Bertaut, MBA, CHC, PAHM
Blue Cross Blue Shield of Louisiana • Baton Rouge, LA
Michael Bertaut (BURR-toe) is a Certified Health Consultant and Professional of the Academy of Healthcare Management. He has 30+ years of Analytical Experience in the Healthcare, Telecom, and Retail Industry Sectors.
On the ground in DC when PPACA was written and intimately involved in analyzing healthcare legislation, Michael has engaged in over 1,100 public discussions on Healthcare Costs and the Impact of Reform since 2009. Invitations have come from groups ranging
from healthcare policy makers in Washington DC to your local public service clubs
Mike is a Fellow of the Academy of Applied Politics at Louisiana State University, and author of the Hermes Award-Winning Healthcare Blog “Straight Talk” at www.straighttalkla.com target="_blank"> which gives readers a weekly update on critical matters in healthcare costs and policy in plain English.
He is a financial modeler and forecaster, currently responsible for predicting membership activity for over 1.6 million Louisianans who carry a Blue Cross Card.
Michael earned his MBA and BA from Louisiana State University and just celebrated his 35th year as a cancer survivor. He’s been married to the very patient Marla for 32 years and they have three children.
Michael is currently employed as the Healthcare Economist and Exchange Coordinator for Blue Cross and Blue Shield of Louisiana.
Louisiana Congressman • Baton Rouge, LA
Congressman Mike Johnson is a Republican member of Congress proudly serving Louisiana’s Fourth District. Mike was elected to the U.S. House of Representatives on December 10, 2016, by the largest margin of victory in his region in more than 50 years.
He was appointed to the powerful House Judiciary Committee and two of its subcommittees – the Subcommittee on Immigration and Border Security, and the House Subcommittee on Crime, Terrorism, Homeland Security and Investigations. He also serves on the House Natural Resources Committee overseeing American energy production, mineral issues, fisheries and several other key contributors to Louisiana’s economy. As vice chairman of the Natural Resources Subcommittee on Oversight and Investigations, Mike is one of only three freshmen members to chair a subcommittee in the House. He was also appointed to the Subcommittee on Water, Power and Oceans. Mike earned his Juris Doctorate from the Paul M. Hebert Law Center at Louisiana State University in 1998.
Gwenda R. Lamb, JD
Lamb Estate Law Firm, LLC • Alexandria, LA
Bio Coming Soon.
Premium Wealth Management Consultant – HD Vest Financial Services • Irving, TX
Markita is a member of Premium Wealth Management Support. As a consultant on this team, Markita is responsible for the sales and marketing efforts of tax professionals with a rolling gross over $250,000.
Her primary objective as a Wealth Management Support consultant is to educate, consult and assist HD Vest Advisors in growing their practices by providing comprehensive financial services, client case review and product selection. This includes systematic
investing, college and retirement planning, portfolio allocation recommendations, risk management, insurance, estate, and fee-based planning. She also serves as an accountability partner and coach providing practice management
assistance. Markita is also HD Vest certified in insurance, retirement, annuities and fee-based planning.
Markita began her career with HD Vest in 2014 as a Wealth Management Consultant where she worked with Advisors with a rolling gross of $25,000 to $100,000. While in this role, Markita was able to support advisors by helping them utilize the vest vision
financial planning tool along with capturing assets and closing business using the 1040 analyst. Markita previously worked as a Wealth advisor at Morgan Stanley where she specialized in working with financial advisors to create
wealth transfer strategies for clients. Her expertise helped Advisors prepare for conversations with clients regarding wealth transfer, retirement planning, financial planning and trust and estate planning needs. She is excited
to use her skill set to help facilitate VEST advisors.
Markita holds a Bachelor of Arts Communications degree with an emphasis in Business from University of Missouri-KC and a Master’s Degree in Marketing from Webster University. Markita holds a General Securities Representative and Securities Agent &
Investment Advisor Representative licenses, as well as the life and health insurance license and is currently pursuing CERTIFIED FINANCIAL PLANNERTM designation.
Director of Investment Solutions - Capital One Asset Management • New Orleans, LA
Mr. Morgan has more than 20 years of investment management experience, the last eight with Capital One where he chairs the Investment Group’s Asset Allocation and Investment Product Committees. He also sits on the Investment Policy Committee and is co-portfolio
manager of the firm’s infrastructure MLP strategy. Mr. Morgan earned his BA degree from Carleton College and his MA in mathematics from the University of Wisconsin-Madison.
Alfred E. (Ted) Stacey IV, CPA
Bourgeois Bennett, LLC • New Orleans, LA
Ted Stacey is a retired partner at Bourgeois Bennett, L.L.C., a CPA and consulting firm in New Orleans. While there, he handled a variety of tax matters and specializes in tax research and planning for individuals and businesses.
Ted received his undergraduate degree from Loyola University of New Orleans and his masters from the University of New Orleans. He taught accounting at the University of Texas at Austin and is now on the faculties of both Loyola and the University of
Ted is a member of the American Institute of Certified Public Accountants and its Tax Section. He is a member of the Society of Louisiana Certified Public Accountants and has received the Society's Distinguished Service Award and Outstanding Discussion
Ted has discussed tax issues on many of the New Orleans radio and television stations and has addressed many local, state and national organizations. After Hurricane Katrina, he worked closely with the Society of Louisiana Certified Public Accountants
and the IRS concerning the disaster and its related tax issues.
Ted has been a speaker at the AICPA National Industry Conference and the AICPA Conference on Tax Strategies for the High Income Individual. He has also led seminars for the Society of Louisiana Certified Accountants and for its chapters.
Ted is a recipient of the Monte M. Lemann Award in recognition of his contributions to Louisiana Civil Service.
Hilton Garden Inn
2015 Old Minden Rd
City, LA 71111
Group Rate: $105
Group Code: 6615655
2015 Old Minden Road
Bossier City, LA 71111
Group Rate: $119
Group Code: 0560065640
Early Bird Rates (through 8/14):
After 8/14, add $50 to your fee.
*Non-CPA staff of LCPA members may attend at the member rate.
CPE: 8 hours
MCLE: 6.7 hours
Estate Planning & Administration: 2 hours
Tax Law: 1 hour
To claim CLE credit, request a form at the registration desk and turn it in at the end of the day. There is an additional $50 fee for CLE credit.
Register online using the 'Register' button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040 Monday through Friday, 8am to 5pm.
Need to register more than one person?
Fill out our Group Registration Form and email it to email@example.com.