Pub. 8 2019 Issue 2

March/April 2019 9 l e a d i n g a d v o c a t e f o r t h e b a n k i n g i n d u s t r y i n k a n s a s 40th Annual MOKAN Trust & Financial Services Conference Elements of an Investment Policy Statement Duane Lee, Cannon Financial Institute What Happens Next? Looking Backwards to See Into the Future Mark Zinder, Mark Zinder & Associates IRA Mistakes and How to Fix Them Denise Appleby , Appleby Retirement Consulting Inc. September 11, 2001 - The White House: A Crisis Leadership Presentation Robert Darling May 8 - 10 Sheraton Kansas City Hotel at Crown Center Kansas City, Missouri • Interpreting Long Term Care Contracts • Discretionary, Directed, Delegated Trustees and Trust Protectors • Annuities: The Good, The Bad.... and The Brutal Truth! • Washington Regulatory and Legislative Update Pixar for Estate Planners - Who Gets Your Digital Stuff When You Log Off For the Final Time Robert Kirkland, Kirkland Woods & Martinsen LLP Recent Federal Tax and Estate Planning Developments Samuel A. Donaldson, Georgia State University School of Law KEYNOTE SPEAKERS BREAKOUT SESSION TOPICS • Update on Trust Modifications and Non- Judicial Settlement Agreements • What’s New For Pensions? • Opportunity Zones - A Capital Gains Tax Deferral Investment Opportunity • Elder Investment Fraud & Financial Explotiation: Ethical Traps & Navigating the Challenges of Diminished Financal Capacity Register online at www.ksbankers.com For more information or for a full program, please contact: LeAnn Mott Administrative/Special Projects Assistant | Kansas Bankers Association Phone: 785.232.3444 | lmott@ksbankers.com