Planning through the ups and downs.
Plotting your (or your clients’) financial planning strategy is always a challenge. Some markets are riskier than others, but 2020 is likely to go down as one of the least certain years on record.
The Estate & Financial Planning Workshop will present solid, well-researched information to help you make some of life’s most important decisions. We have the latest on legislative, market, and tax changes, plus trusts and estates and
We're bringing the conference to you!
The conference will look a little different this year, but you’ll get the same great content you’ve come to expect from LCPA events. Here’s how it will work:
- The speakers will be “live” from their location, so you’ll see them on-screen next to their presentation.
- All materials will be distributed electronically, ensuring you have the most up-to-date information that you can easily save for future reference.
- The platform is interactive – you’ll have to ability to ask questions of the speaker.
- The CPE verification process is simple and we’ve built in breaks so you can take a stretch
So make plans to join us from the comfort of your favorite wifi-enabled location. Register today!
Due to the COVID-19 crisis, the Estate & Financial Planning Workshop will be offered as a live-stream webcast this year. The format may be different but rest assured, you’ll get the same great content delivered by
some of our most popular speakers — all from the comfort of your home or office.
The health of our members, speakers, and staff is always top of mind as we find innovative ways to bring you the most relevant information as safely as possible at the same quality as you have come to expect.
–The LCPA Team
Meet the Speakers
Reginald Breaux, CFA, MBA
Invesco • Baton Rouge, LA
Reggie is currently the Senior Advisor Consultant covering Louisiana, Arkansas, and Mississippi. Mr. Breaux has spent 19 years at Invesco in various positions including outside wholesaler. He began his career in finance as an advisor with Ameriprise Financial.
Reggie earned his bachelor’s degree in Finance from Louisiana State University and his master’s degree from the University of Houston. He is also a Chartered Financial Analyst. In his free time Reggie enjoys traveling and spending
time with his wife and 12 year old daughter.
Avantax Wealth Management • Irving, TX
W. Deryl Medlin, JD
McMichael, Medlin, D'Anna, Wedgeworth & Lafargue, LLC • Shreveport, LA
Deryl Medlin is a managing member of the law firm McMichael, Medlin, D’Anna, Wedgeworth & Lafargue, L.L.C. in Shreveport, Louisiana. He enjoys speaking on estate planning topics, both statewide and in other states. His primary areas of legal practice
include successions, estate planning, wills, and trusts, though he sometimes also handles federal income tax matters and represents clients before the Internal Revenue Service. Deryl is certified both in Estate Planning and Administration
and in Taxation by the Louisiana State Bar Association, Board of Legal Specialization, and has been a member of the American College of Trust and Estate Counsel since 2002. He received his accounting degree from Louisiana Tech University
(summa cum laude) in 1974, after which he practiced briefly as a certified public accountant for Peat, Marwick, Mitchell & Co., and is a 1978 graduate of the Louisiana State University Law Center, where he served as managing editor
of the Louisiana Law Review. Deryl served for approximately ten years as a member of the Planning Committee for the annual LSU Law School Estate Planning Conference. Deryl is a lifelong resident of Shreveport and is married to Sonya
Montgomery Medlin. He is the father of three children, Andrew (39), Laura (35), and Phillip (22), who is a senior at Louisiana Tech University.
Brent Musser, CRPC
Regional Vice President – Equitable • New Orleans, LA
Anne Oestriecher, CPA, CFP
Oestriecher Financial Management Services • Alexandria, LA
Anne’s career has spanned public accounting, banking, nonprofits, and financial services. In 2005, Anne started her own practice providing consulting services to small businesses and leading CPE for CPAs across the country. In 2009, she expanded her services
to include financial planning for individuals and companies to help them reach their financial goals. Now based in Alexandria, Anne is a graduate of Loyola University in New Orleans, with a BBA in accounting. In 2009, she was named
LCPA’s Discussion Leader of the Year.
Senator Barrow Peacock
Managing Director – Deloitte • New Orleans, LA
It is an honor to represent Shreveport-Bossier as a State Senator. I believe we can have a better Louisiana. I believe if we make our principles more important than our politics and our faith, family and freedom the centerpiece of our future, we can have
a state we can all be proud of to call home.
I am a businessman with a master's degree in business administration and years of experience as an investment manager. I understand the needs of local business and the necessity of reducing the government's role in our lives and the importance
business plays in creating jobs.
I want government to serve the needs of our people in the ways it was intended to. Our government should build and maintain an infrastructure of roads and highways and waterways that are conducive to the transportation of our goods and
services. It should create and fund an educational system that provides the necessary tools for a productive work force and productive lives. It should provide for the public safety so our neighborhoods are safe and our children free
to grow up without fear. And it should stop taxing our businesses out of business.
As a husband and father of three, I want to improve the future of the Great State of Louisiana.
Gerard H. Schreiber, Jr., CPA
Schreiber and Schreiber CPAs • New Orleans, LA
Jerry Schreiber is a Partner in the local accounting firm of Schreiber & Schreiber. He received his BBA from Loyola University and is a member of the AICPA, SLCPA, and New Orleans Estate Planning Council. He is the 2019 recipient of the AICPA Special
Recognition Award and the 2018 Arthur J. Dixon Award. The AICPA Special Recognition Award has only been given out 30 times since 1887 by the AICPA. The Arthur J. Dixon Award is the highest honor bestowed by the accounting profession
in the field of taxation.
He is currently a member of the AICPA Tax Executive Committee and has served on the AICPA IRS Advocacy and Relations Committee, AICPA IRS Practice and Procedures Committee, AICPA Tax Practice Responsibilities Committee, SSTS Guidance Task Force, SSTS
Revision Task Force, Tax Forms Committee, Tax Forms and Education Task Force, and Circular 230 Education Task Force.
Chief Investment Advisor – RFG Advisory Group • Vestavia Hills, AL
Rick graduated mana cum laude from Harvard University with degrees in Economics and Applied Mathematics. He then obtained an MBA from Stanford University graduating at the top of his class as a Henry Ford Scholar. He then returned to Boston where he spent
12 years with Bain Capital managing multibillion dollar portfolios of institutional capital. For the past four years he served as Chief Investment Officer of RFG Advisory – a Birmingham based Registered Investment Advisor/Brokerage
firm. RFG Advisory is a part owner of Williams Financial Advisors in Shreveport, LA.
8:25 – 8:30 am
Welcome & Opening Remarks
8:30 – 9:20 am
Rick Wedell • Chief Investment Advisor – RFG Advisory Group • Vestavia Hills, AL
9:20 – 10:10 am
Best Interest Contract
Casey Griffin • Avantax Wealth Management • Irving, TX
10:10 – 10:30 am
10:30 – 11:20 am
Life Insurance and Annuities in Planning
Brent Musser, CRPC • Regional Vice President – Equitable • New Orleans, LA
11:20 am – 12:10 pm
Anne Oestriecher, CPA, CFP • Oestriecher Financial Management Services • Alexandria, LA
Improper designations of beneficiaries on qualified accounts and annuities can lead to disasters for your intended heirs. From the obvious (don’t forget to remove your former spouse!) to the not-so-obvious (how to make sure your beneficiaries can get
the best tax result from your inheritance), we will review tips on beneficiary designations.
12:10 – 1:10 pm
1:10 – 2:00 pm
Louisiana Legislative Update
Senator Barrow Peacock • Louisiana State Senator for District 37 • Bossier City, LA
2:00 – 2:50 pm
Income Taxes After the COVID-19 Pandemic
Gerard H. Schreiber, Jr., CPA • Schreiber and Schreiber CPAs • New Orleans, LA
Jerry will discuss federal income tax changes before and during the COVID 19 Pandemic and the challenges CPAs will face going forward with tax filings.
2:50 – 3:10 pm
3:10 – 4:00 pm
The Income-ing Age: The Economics of Retirement Distributions
Reginald Breaux, CFA, MBA • Invesco • Baton Rouge, LA
For nearly half of all couples, at least one will live to age 90. This presentation is designed to outline the macro challenges to retirement income.
4:00 – 4:50 pm
Significant Recent Developments in Trusts and Estate Planning
W. Deryl Medlin, JD • McMichael, Medlin, D'Anna, Wedgeworth & Lafargue, LLC • Shreveport, LA
Remarks will address several particularly important recent case law and legislative developments relating to trusts and estate planning in the last year, including the United States Supreme Court ruling in Kaestner as regards to trust multi-state income
taxation, United States Tax Court memorandum decisions in Estate of Howard v. Moore and Grieve v. Commissioner, and relatively new legislation such as the SECURE Act. We also will consider briefly recent happenings in Washington
as they pertain to possible federal estate and gift tax revisions and the current environment of transfer tax legislation.
CPE: Up to 8 CPE credits
To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.
To register by mail, fill out our Individual Registration Form and mail it to 2400 Veterans Blvd., Suite 500, Kenner, LA 70062.
Need to register more than one person? Fill out our Group Registration Form and email it to firstname.lastname@example.org.