Speaker - Charo Boyd Public Affairs Specialist Social Security Administration New Social Security Presentation (2 hours Insurance CE TBD)
Charo N. Boyd is the Social Security Administration’s (SSA) Public Affairs Specialist for Indianapolis Metropolitan. She is responsible for informing the public about SSA programs and benefits. Boyd is also the primary SSA media contact for television, radio, and newspapers in the aforementioned area. She is often the guest speaker for retirement and disability seminars. She has trained HR Managers, Financial Planners, Tax Preparers, Social Workers, Case Managers, Disability Advocates, and Attorneys on various topics.
Boyd has been employed with SSA since 2002. She began her career as a claims representative in the Downtown Indianapolis District SSA office. She has worked as an Insurance Specialist in all areas of the Title II Program (Medicare, Retirement, Survivors, and Disability Insurance Benefits).
Boyd has a B.S. in Psychology (Magna Cum Laude) and a M.S. in Guidance & Counseling with a concentration in clinical and organizational counseling all from Tennessee State University.
3:00 pm - 4:00 pm
Speaker - Daniel Ridenour Regional Lending Manager MutualBank Credit Scores for Financial Professionals (3 hours Insurance CE TBD)
Dan offers more than 25 years of mortgage lending experience to his customers. Dan says, "Mortgage Lending allows me to work with others to achieve a specific goal, which is usually home ownership or saving money. Mutual provides local decisions, local process and local servicing, all which are important factors for reaching customer goals!"
Dan's customers place their wants, needs, goals and desires into his hands. Helping them meet those objectives result in great satisfaction.
Outside of the office, Dan is also very active. He can be found reading one of fifty books he reads per year, volunteering at church or for local charities, running long-distance, competing in marathons, keeping up with grandchildren and following the Indianapolis Colts! Inside the office or out, Dan is diligent about meeting and exceeding goals. Whether at his office in downtown Muncie or at the customer's choice of location, Dan is pleased to welcome them, listen carefully and provide sound solutions in their – and your – best interest.
Gordon Homes is a Financial Advisor with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients. He aims to help clients achieve lifelong financial freedom by building long-term working relationships based on mutual respect, ongoing education and comprehensive planning. Prior to joining WestPoint Financial Group, Gordon spent 35 years with MetLife as a Financial Planner, emphasizing his work as a Special Care Planner. He says, “My passion to serve is born out of my personal journey as a parent of a child with special needs. As a Special Needs Financial Planner, I help families who have children or other dependents with special needs address the serious questions concerning their future well-being. I work together with parents or caregivers to help ensure lifetime care and quality of life.” He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.
A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning issues, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He is also active in local communities as a member of over 20 support networks in Indiana and Kentucky.
He is also member of several professional organizations, including the National Association of Insurance and Financial Advisors (NAIFA), Estate Planning Council of Indianapolis (EPCI), Lifetime member of Million Dollar Round Table (MDRT), and Financial Planning Association (FPA), where he served as President.