2021 Annual Conference – Schedule of Events

Helping Clients Benefit from Hidden Assets
Lisa Rehburg, Rehburg Life Insurance Settlements

 Your clients can have a “hidden asset” that they do not know they have. As an asset, it can be sold, yet so few people know (or understand) this option. 500,000 seniors a year will walk away from their life insurance policies with little or nothing. Some of these seniors could be your clients. Their

life insurance policy is an asset and can be worth tens of thousands or hundreds of thousands of dollars – even term policies. Come find out why clients may want to consider selling their policy, how it works, and… yes, it is legal and very highly regulated.

What DMMs Need to Know About Wartime Veterans Pension Benefits
Amy Griboff, Griboff Law LLC

Recent law changes impact how wartime veterans and their spouses may qualify for pension benefits, which is sometimes called Aid and Attendance (A&A). These rules provide opportunities to help them obtain monthly tax-free income to remain in their homes.

Student Loan Changes, Payment, Forgiveness, Etc.
Megan Landress, Financial Coach Megan/MR Landress, Inc. 

There’s a real difference between having student loan debt and learning how to thrive financially while having student loans. In Meagan’s presentation, we will review the 5 common mistakes with student loans (and how to avoid them). These tips will help attendees walk away from the conversation with working knowledge around how clients should treat their student loan debt (be aggressive or passive), if loan forgiveness is an opportunity, what repayment plans are available, when refinancing or consolidation is appropriate, the state of student loans today as we know it, and leave time for Q&A.

Improving Client Financial Behaviors Using a Research-Based Model
Jennifer Rayner, MoniWell
Rachel Steidl, MoniWell

The Transtheoretical Model (also known as the Stages of Change) is a research-based model that helps people make lasting behavioral changes. Daily money managers may find themselves frustrated when clients ignore their advice and/or ignore making suggested changes. Using this model, we’ll dive in to why that may be happening and work through scenarios to help you help your clients make lasting financial changes.

Credit and Creditor Negotiations
Ellen Billie, AAA Fair Credit Foundation

 Negotiating with creditors can be exhausting. Ellen will help demystify the process in her discussion on credit and creditors. Medical debt, student loans, credit cards, collection agencies, and reverse mortgages will be discussed in this presentation.