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© 2019, Society of FSP

Speakers

Kenn Beam Tacchino

Kenn Beam Tacchino, JD, LLM, is a professor of taxation and financial planning at Widener University in Chester, PA. Professor Tacchino has won awards for both his teaching and his scholarly writing. Among other consulting activities, he conducts retirement planning seminars for employee groups. Professor Tacchino can be reached at kbtacchino@widener.edu.

Jeremiah W. Doyle IV, Esq.

Jere Doyle is an estate planning strategist for BNY Mellon's Private Wealth Management group and a Senior Vice President of Bank of New York Mellon, providing high-net-worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax-efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit), and the United States Tax Court. He is the editor/coauthor of several publications and a contributing columnist and Editorial Board member for Estate Planning Review-The Journal.  Jere holds an LLM in banking law and an LLM in taxation; he is a lecturer in law in the Graduate Tax Program at Boston University School of Law. He served as president of the Boston Estate Planning Council, as a member of its Executive Committee, and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program. He was named as the Estate Planner of the Year in 2009 by the Boston Estate Planning Council. In 2011 he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished).

Kelly O. Finnell, JD, CLU, AIF

Kelly Finnell is the founder and president of Executive Financial Services, Inc. (EFS), an ESOP consulting firm based in Memphis, Tennessee. EFS has one of the most active ESOP consulting practices in the country having executed ESOP transactions in 27 cities located in 14 different states. Kelly has advised hundreds of corporations and their shareholders and directors regarding the use of ESOPs in a wide variety of transactions, including leveraged buyouts, corporate stock repurchases, ownership succession transactions, and corporate reorganizations. Kelly has lectured extensively on ESOPs and is the author of a book entitled The ESOP Coach: Using ESOPs in Ownership Succession Planning. He also has published numerous articles on the subject and is the author or coauthor of articles in of Estate Planning. Kelly graduated magna cum laude from the University of Memphis and from its law school where he was published in the Law Review and was Chief Justice of the Moot Court Board.

James S. Aussem, JD, AEP

Jim Aussem, JD, AEP, is a shareholder of Cavitch Familo & Durkin, Co., LPA, a member of its board of directors, and chair of the Business Practice Group. His practice is focused on mergers and acquisitions as well as succession planning, and estates, and trusts.  Jim is a past president of the national Society of FSP and has served on the Board of the Foundation for FSP. He is past president of the Cleveland FSP Chapter, and received the Chapter’s Financial Service Professional of the Year award in 2014. Jim has been chosen as one of America's Best Lawyers every year since 2009 and for the past 5 years he has been chosen in two categories, Trust and Estates and Corporate Law. Jim has been designated as an AEP by the National Association of Estate Planners & Councils, and  was presented with Baldwin Wallace University’s Distinguished Alumni Award in 2004.

Marcus T. Foote, JD

Marcus T. Foote is a partner at Kuehne & Foote, APLC, where he focuses exclusively on community property divisions, military divorces, and qualified domestic relations orders (QDROs).  He has been board-certified in the area of family law by the Louisiana Board of Specialization since January 2002. Mr. Foote is a former Chairman of the Louisiana State Bar Association Family Law Council as well as past president of the Baton Rouge Bar Association Family Law section. In 1992, he earned his BA degree, with honors, from the Louisiana Scholars’ College Regents Program located at Northwestern State University. In 1995, he earned his JD from the Paul M. Hebert Law Center at Louisiana State University.  Mr. Foote instructs a National Business Institute CLE each year in forensic accounting and retirement division issues. He has been qualified in multiple Louisiana courts as an expert witness in the evaluation of retirement plans and QDROs.

Stephanie N. Prestridge, JD

Stephanie Prestridge is the owner of Lineage Law, an estate planning law firm with offices across Louisiana.  Stephanie graduated magna cum laude from Louisiana College in 1998 and completed her legal studies at Loyola University New Orleans College of Law in 2004.  While in law school, she was invited to participate in the Loyola Law Review and was a member of the International Law Moot Court team.  Stephanie spent the first few years of her career litigating business, insurance, and family law matters, until she discovered the field of estate planning when her grandfather became ill and required nursing home care.  That experience forced her to rethink her personal goals as a legal professional, and to focus her practice solely on helping families with estate planning and related legal issues. Stephanie is a member of the Louisiana Bar Association and the Trusts, Estate, Probate & Immovable Property Section, and the National Association of Estate Planners and Councils.  She is also on the Board of the Louisiana Bar Foundation Kids’ Chance Scholarship Program.

Christopher Means, CLU

Chris Means is the owner of Pinnacle Planning, LLC; he specializes in insurance and estate planning with a focus on life, disability, and long-term care insurance. Chris works with individuals and small business owners to analyze their protection needs and prepare strategies to meet their objectives today and in the future. Chris works extensively with professional athletes, coaches, and sports executives, in addition to their other advisors, as an insurance resource.

 

Chris graduated from Georgia State University with a BA in 1987 and began his insurance career in 1989. Chris furthered his professional knowledge by earning his Chartered Life Underwriter®  designation from The American College. He is also a Registered Representative and Financial Advisor with Park Avenue Securities, LLC and a participating member of the National Association of Insurance and Financial Advisors. Chris has consistently proven himself to be dedicated and passionate in helping his clients with protection planning. He has been the recipient of numerous awards, including the Mattingly Award, Disability Insurance Inner Circle, Guardian’s Leaders Club, and Million Dollar Round Table (MDRT). He frequently speaks at industry meetings and on financial radio shows on the topic of protection planning.

Michael Bret Hood, CFE, MBA

After serving 25 years as a Special Agent in the FBI, Michael “Bret” Hood became the director of 21st Century Learning & Consulting, LLC upon his retirement in 2016.  During his tenure with the FBI, Bret led and served in three different divisions, finishing his career by spending the last 4 years as an adjunct professor of leadership and ethics for the University of Virginia at the prestigious FBI National Academy. In 2010, Bret was selected to be part of an elite team tasked to develop a new executive leadership program for the FBI. As such, Bret joined the FBI Academy staff in 2012 and created unique and interactive courses on the psychology behind leadership, executive leadership, crisis leadership, ethical leadership, and contemporary issues in leadership.  Bret is also a federal court certified expert in financial crimes and money laundering.  Currently, Bret serves as an Association of Certified Fraud Examiners faculty member and is also a forensic accounting professor for the University of Virginia and Mt. St. Mary’s University.  In 2018, Bret was rated as the top instructor at the Global Fraud Conference, which had over 3,500 attendees and over 50 instructors. Bret is the author of two critically acclaimed books; he has an MBA from Boston University and a BS in accounting from Southern Illinois University.

Karen D. Sparks, CDFA, JD

Karen D. Sparks is the principal and owner of Divorce Financial Strategists™, with over 20 years of professional experience in the legal field providing senior level paralegal support and in the business sector as a CFO/Business Manager providing all aspects of financial oversight and project management support. In 2010, Ms. Sparks obtained her professional designation as a Certified Divorce Financial Analyst® from the Institute of Divorce Financial Analysts®. She serves clients locally throughout the state of California and nationwide for divorce and separation financial analysis as well as post-divorce financial implications. She is a frequent conference speaker focusing on all aspects of spousal support and the intersection of culture and gender in the divorce process. Ms. Sparks has been a retained expert and trial expert witness; she is also a well-published author. Ms. Sparks is a member of the San Mateo County Bar Association, the Palo Alto Bar Association, the Institute of Divorce Financial Analysts®, the Association of Divorce Financial Planners and the Financial Planning Association and she serves as a Fee Arbitrator for the San Mateo County Bar Association’s fee arbitrator program.

 

Ms. Sparks served as a director on the Board of Directors for the Association of Divorce Financial Planners from 2015-2018.

Ian Stewart, JD

Ian Stewart is a partner at Wilson Elser in Los Angeles, where he is cochair of the firm’s Cannabis and Hemp Law practice and a member of the Information Governance Leadership Committee. Ian leverages his 20 years of legal experience to help clients navigate the challenging new risk management, business practices, and insurance landscape presented by the rapidly developing area of cannabis and hemp law. Ian works with licensed cannabis operators to comply with their obligations under the law and to develop risk management best practices. He advises companies on the rapidly evolving area of hemp-derived cannabidiol (CBD), and the interplay with U.S. food and drug laws. Ian regularly advises insurance companies on cannabis-related underwriting practices and the development of new policy forms. Ian also works with financial institutions and professional services firms on best practices for operating in a challenging regulatory environment. Ian is chair of the National Cannabis Industry Association (NCIA) Finance and Insurance Committee, vice chair of the California Cannabis Industry Association (CCIA) Insurance Committee, and a member of the advisory board of the National Native American Cannabis Association. He is one of MG Magazine’s “30 Powerful Cannabis Attorneys You Should Know,” received a 2019 Readers’ Choice Award by JD Supra for his publication on cannabis consumer class actions, and received National Law Review’s award as “Go-To Thought Leader 2018” for his publications on cannabis law.

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