John P. Schwan is the CEO and Founder of Schwan Financial Group, LLC (SFG) in Aberdeen, SD, a Multi-Family Private Office. John is considered a national expert in Estate and Business Succession Planning with more than 30 years of experience. SFG's professional team and proven processes incorporate tax planning, entity planning, income planning, investment planning, risk management, asset preservation and distributions.
Join us at one of three locations for an outstanding educational opportunity that will cover succession planning for community banks and much more. Presentations will include:
- Clarity Before Action. The Planning Equilibrium™
- Psychonomics of Community Banking
- Business Succession & Dynasty Planning
- Attracting & Retaining Your Key People
Session Agenda
9:30 a.m. - 10:00 a.m.
Registration & Continental Breakfast
10:00 a.m.
Welcome & Introduction
10:15 a.m. - 11:00 a.m.
Clarity Before Action. The Planning Equilibrium™
A presentation designed to show how you can win with a process. How to take chaos and make it simple. How you can take a plan and manage it forward for the results you want and why you want the results. What is your Current Plan?
11:00 a.m.
Break
11:15 a.m. - 12:00 p.m.
Psychonomics of Community Banking
Psychonomics of Community Banking
A presentation discussing the challenges and opportunities of Community Banking. What makes a better customer? Identifying key employees and/or family members for leadership opportunities and a discussion about differentiators.
12:00 p.m. - 1:00 p.m.
Lunch
Lunch
1:00 p.m. - 1:30 p.m.
Business Succession & Dynasty Planning
A concise presentation focusing on family banking and the challenges of transferring assets. John will discuss Lifetime Income Modeling for the current leadership and Trust Analysis reporting and management for the next generation.
1:30 p.m. - 2:30 p.m.
Attracting & Retaining Your Key People
It can be a challenge to not only attract, but retain key employees/leaders in your community banks. John will discuss the benefits of BOLI and what that means to the bank’s bottom line. Implementing a Deferred Comp Plan or Salary Continuation Plan can be the difference in keeping your best people and securing long term profitable success.
2:30 p.m. - 3:30 p.m.
Q&A/ Meet and Greet
Q&A/ Meet and Greet
