Pub. 11 2022 Issue 3 25 He talked about his experience in tracking Vladimir Putin and discussed Putin’s many assassinations and atrocities for which he was responsible. Mr. Olson also drew on his personal experience with operations in Moscow. To wrap up day two of the program, three concurrent break out sessions were offered: “Medicare 101,” presented by T. Bryan Holmes with Humana; “Ethics: Just Because You Can, Doesn’t Mean You Should,” presented by Terri Thomas with the Kansas Bankers Association; and lastly, “Special Needs Trusts: Thinking In, Out and Around the Box!” presented by Elizabeth Homes, with the Law Office of Elizabeth A. Homes, LLC. DAY THREE The final morning of the program kicked off with “Recent Developments in Wealth Transfer Planning,” by Thomas Abendroth, Partner of ArentFox Schiff, LLP. Tom brought us up to date on legislative, regulatory, and case law developments in the fields of estate planning and trusts. Next, Phoebe Papageorgiou, Vice President, Trust Policy, American Bankers Association, gave an “ABA Trust Regulatory and Legislative Update,” highlighting recent developments in Washington, D.C. To wrap up MOKAN, Mark Zinder, with Mark Zinder and Associates, headed a session titled “Is It Different This Time?” He explored the more current events not rooted in any historical context that may have you asking this question. This concluded the 43rd MOKAN Trust and Financial Services Conference. Please mark your calendars for the 2023 MOKAN Trust and Financial Services Conference to be held on May 10-12, 2023, back at the Sheraton Overland Park Hotel & Convention Center in Overland Park, Kansas. Kyle Sanders, Chief Investment Strategist and Portfolio Manager with Mader Shannon Wealth Management provided key takeaways on managing risk. Chad Chase (CGN Advisors, Manhattan) and Trust Division Board Member Christopher English (The Trust Company of Kansas, Wichita) Dan Harris and Lori Bone (Fidelity State Bank & Trust Company, Dodge City) along with Trust Division President Brian Dutton (Community National Bank & Trust, Winfield) Chris Nekvinda, PhD, Director of Global Learning, Cannon Financial Institute shared enlightening information on Cryptocurrency. Jeffrey Levine, Lead Financial Planning Nerd at Kitces.com discussed The Secure Act. Michael Dixon, Director of Organization Development at Pohl Consulting spoke on organizing for sales success. Chris Kuehl, Managing Director, Armada Intelligence talked about where we are at midpoint 2022. James Olson, former CIA Chief of Counterintelligence spoke on “Putin, Russia and the Ukraine.”
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