positioned for transfer as baby boomers pass assets to their children and grandchildren in younger generations. Next, Jeff Levine with Kitces.com and Buckingham Wealth Partners shared information on “3 Estate Planning Themes for 2023.” Attendees analyzed the paradigm shift in end-of-life tax planning created by the ballooning estate/gift tax exemption. After lunch, Jeff Levine returned for a second session titled, “Managing and Minimizing RMD Obligations.” A sound understanding of the RMD rules by advisors is a necessity as RMDs are one aspect of retirement distribution planning that impacts nearly all clients at one point or another. To wrap up day two of the program, three concurrent breakout sessions were offered: “Ethics: Just Because You Can, Doesn’t Mean You Should,” presented by Terri Thomas, Kansas Bankers Association; “Dealing with Specialty Assets Within Trusts,” presented by Matt Gunderson, Farmers National Company; and “Creating Belonging Cultures for the New Reality,” presented by Thresette Briggs, Performance 3. The final morning of the program kicked off with “SECURE 2.0 and Changes to Defined Contribution Plans — What Do You Really Need to Know?” by Larry Divers, Cannon Financial. More options for your customers, without more risk to your bank. Why Partner With Us? Ag Resource Management offers an innovative solution to lenders by mitigating your risks with watch list and nonperforming loans. We can help you take these assets off of your balance sheet and increase your lending ability. We achieve this with a blend of proprietary technology and data validation in valuing a growing crop, monitoring that crop, and keeping track of collateral as it approaches maturity. Loans are processed swiftly and we communicate with you throughout the process. We’re just a call away. Get started today with our teams in Kansas. Ryan Schreibvogel 1805 East Mary Street, Suite B Garden City, KS 67846 (620) 371-4858 RSchreibvogel@armlend.com Wade Simpson 5506 Corporate Drive, Suite 1760 Saint Joseph, MO 64507 (816) 226-4574 WSimpson@armlend.com ARM is an equal opportunity provider. KBA 5/23 An independent licensee of the Blue Cross Blue Shield Association Traveling abroad? Take GeoBlue® with you • EASY, Affordable, Worry-Free Travel Medical Insurance • Anyone can purchase a GeoBlue plan – no Blue Cross policy necessary! Learn more and get a quote: geobluetravelinsurance.com/kba Larry focused on changes in SECURE 2.0 that impact Defined Contribution Plans and new regulations concerning eligibility and participation, contributions and benefits, distributions, and lifetime income. Next, Andrew Opdyke, First Trust Advisors spoke on “Where’s the Finish Line?” which focused on the Fed’s actions throughout 2022, making the critical question on many investors’ minds, “When will the Fed’s job be done?” To wrap up MOKAN, the Kansas City Chiefs mascot, KC Wolf (also known as Dan Meers) gave a powerful presentation on courageous leadership and living a life of influence. Dan shared his incredible injury story and the important life lessons that he learned during his long road to recovery! This concluded the 44th MOKAN Trust and Financial Services Conference. Please mark your calendars for the 2024 MOKAN Trust and Financial Services Conference to be held on May 15-17, 2024, back at the Sheraton Overland Park Hotel & Convention Center in Overland Park, Kansas. 27
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