Bonus Program: Does Your Thinking... & Dinner Program: Beneficiary Designations...
Bonus Program - Registration 4 to 4:30 p.m. I Program: 4:30 to 5:30 p.m.
Topic: Does Your Thinking Limit Your Success?
Speaker: Lindon. A. Crow, Productive Learning & Leisure, LLC
Lindon Crow is the most youthful and arguably the most passionate member of Productive Learning & Leisure. He is currently a speaker for Productive Learning and en route to lead and train classes. His educational background in Psychology and Religious Studies aids him on his quest to fully understand himself and what drives all of us as humans. Lindon’s official entry into PL&L started in 2010 but personal growth and self awareness have been sprinkled throughout his life through guidance and support from his father who is the co-founder, President and senior trainer of Productive Learning.
Lindon believes that the right choice is always present to you, the problem is many times it is clouded with false beliefs and unjustified assumptions. His personal goal is to become fully aware of these beliefs and thus make the choices that lead him to an extraordinary life.
Growing up in San Clemente and San Luis Obispo, Lindon has grown a strong sense of passion towards nature and the outdoors.
Who is Productive Learning & Leisure? Since 1992, Procuctive Learining & Leisure's mission has been to provide the tools and experiences to help people create an "extraordinary life" in a relaxed atmosphere of fun, sports and recreation. By helping their clients become more aware of their underlying beliefs and attitudes, they assist them in closing the gap between potential and performance.
Note: This program does not qualify for continuing education credit.
Dinner Program: Registration - 5:30 to 6:15 p.m. I Dinner Program: 6:15 to 8:00 p.m.
Topic: Beneficiary Designations - How to Get Back at Your Family!
Beneficiary designations are scattered throughout our lives. We sign forms and applications throughout our lives for everything from our employee life insurance, IRA account forms, pension plans from employers and many others. We list the persons we love at the time such as parents before we were married, former spouses, charities and never think to go back to correct or update these for the present list of loved ones. This presentation is to bring to the attention of all practitioners the need to collect and update the beneficiary information for our client’s policies and other non-probate assets. We will also look at language that can be used in naming non-person beneficiaries such as testamentary trusts.
Speaker: Paul Viren, CLU, ChFC, AEP
Owner and president of Viren and Associates, Inc. an independent financial planning firm based in Spokane, Washington has been providing a broad range of services to his clients for 18 years. His firm has coined the phrase Clear Solutions for the Chapters of Your Life which is the essence of his work. Whether planning and saving for retirement, building a business, providing employee benefits, protecting your hard earned assets, paying for children’s college or investing, each of us goes through unique chapters in life and every chapter has a financial aspect.
He works with his spouse, Beth, and together they have built a successful practice of financial planning, managing over $150 million in client assets. They also provide services to employers and individuals for retirement plans, health insurance, life, disability and long-term care protection.
