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Tue Feb 25, 2020

Lunch & Learn Series

 


The Subject:

Balancing & Optimizing Business and Individual Financial Results: Best Practices and Solutions

Have questions about your financial goals or need solutions for balancing and optimizing your business and individual financial results? Join us at our next Lunch & Learn on Tuesday, February 25, presented by Axiom Wealth Management, a division of Northwestern Mutual. 
 
The Axiom team will focus on the following:
  • Company solutions for balancing risk/return for the long term
  • Social Security, Health Insurance, Long Term Care, Taxes
  • Smart wealth transfer with new laws (SECURE Act, others)
  • Market update and thoughts
  • Building great platforms with flexibility to adapt.... Agility is key!
There will be ample time for Q&A so get your questions ready.

Come join us on February 25th and benefit from a JD Power #1 company with 162 years of success and a team of partners with over 100 years of experience helping families and businesses achieve their goals and stay agile through change while building a special legacy.
 

The Experts:

KeatonChad Keaton, CFP®, has been blessed to be able to build a comprehensive financial planning practice in Knoxville, Tennessee and the surrounding area over the last 27 years. Chad serves in his church as a Bible study leader and deacon. He is also a Trustee and chair for the Tennessee Baptist Foundation headquartered in Nashville. He and his family and co workers support several charitable organizations in the community through the giving of time and resources. A few of these organizations include Habitat for Humanity, the FCA, Knox Area Rescue Ministries, and the Knoxville Nativity Pageant.

Chad graduated from East Tennessee State University where he met his wife, Lisa. He initially worked as a District Executive for the Boy Scouts of America before beginning his career at Northwestern Mutual in September 1993. Because of his long tenure at Northwestern, Chad has experienced many market cycles and understands the importance of good financial planning in the present. He believes that good planning is problem solving in advance and has a teaching and educating approach when working with clients. His client expertise lies with professionals, business owners and with those who are approaching or are in retirement.

Chad values lifetime learning and received his CFP® designation in 2008. As a CERTIFIED FINANCIAL PLANNER™ professional, he understands the importance of collaboration and the great value of working with other professionals to make sure his client's needs are addressed at all levels.

Chad and Lisa have been married for 29 years and have two young adult children, Clay and Emily. He is a devoted family man and enjoys being outdoors, doing yard work, playing golf and traveling with his family and friends.
 
LaPinskaJim LaPinska, CFP®, ChFC®, CLU® has built a comprehensive financial planning practice in Knoxville, TN. He has consistently been named among the top wealth management advisors in Northwestern Mutual’ s Southern Region.

Jim graduated from Maryville College, where he was a standout academic scholar and football player. He was named to the ESPN All-Academic Team and earned a Bachelor of Arts degree in Business Management and Organization with a Minor in Economics.

Jim started his career at Northwestern Mutual in the fall of 2008, right before the market crashed. He was able to experience and observe what good planning and poor planning looked like in one the worst economic markets in history. With Axiom Wealth Management Group, Jim leads a team that specializes in financial planning for physicians, business executives, and community leaders.

Throughout his lifetime of education, both formal and from experience, Jim has dedicated himself to learning how to help families reach financial security while protecting what is dearest to them. Once we’ve helped you protect your family and assets, we are able to take a look at your life’s vision and construct a plan designed to allow you to retire at your desired age and live the life you’ve dreamed of, whether that’s sailing the world or simply relaxing every day with your toes in the sand with a margarita in hand.

Jim has completed the CFP®, CLU®, and ChFC® designations. He holds the Series 7, 6, 65, and 63 securities registrations, as well as the life/health, long-term care, and variable insurance licenses in 25+ states.

Jim understands the value of community engagement and is involved with multiple organizations, including: United Way Board Member, Young Leaders' Society, and founding member of the 1922 Society (2013-Present), Metro Drug Coalition Board Member and current President (2015-Present), Young Professionals of Knoxville Past President (2010-2015), Dogwood Arts Festival former Board member and Finance Committee (2012-2016), Leukemia and Lymphoma Society Man of the Year 2013, Big Brothers Big Sisters of Knoxville (December 2011), Executive Committee to the Board of Governors-Club LeConte (2013), Children’s Hospital Fantasy of Trees Corporate Sponsor, and Knoxville Ice Bears Corporate Sponsor.

Jim and his daughter Emma reside in Knoxville where they love to visit Downtown/Market Square, attend UT & Maryville College football games, and experience different cultures around the world.

PancratzMark Pancratz, MBA grew up in the suburbs of Chicago (Schaumburg) with great parents who ingrained in him the importance of faith, family, character, hard work, education, and team work. After graduating high school, Mark attended the University of Wisconsin-Milwaukee on a basketball scholarship. Mark graduated with a double major in marketing and finance while playing for the men's basketball team coached by Bruce Pearl. Prior to graduation, he started the process of becoming a financial representative intern for Northwestern Mutual but put that on hold to work with Coach Pearl as a graduate assistant at the University of Tennessee.
 
After earning his master’s degree from Tennessee, Bruce Pearl hired Mark as a full time Assistant Coach. During his tenure with Coach Pearl and then with Coach Cuonzo Martin, he had many titles and had diverse responsibilities.
 
After the 2012-13 season, he left the coaching world and reengaged his financial background by joining Northwestern Mutual as a full-time Financial Representative in Knoxville, TN. As any coach would tell you, the relationship and trust you develop with your players/clients is the most important thing that determines their success. After that, you must continue to evaluate the player’s strengths and weaknesses to help motivate them to continually improve and achieve their goals. In coaching clients through their financial lives, those important do not change and trust is the life blood of that partnership. With Axiom Wealth Management Group, Mark focuses on hearing a client’s story, understanding their current financial position, then encouraging them to think about what they want to achieve are vital steps to developing a financial game plan that addresses these needs and gets them started on the path to financial security.
 
Mark holds the Series 6 and 63 securities registrations, as well as life/health, long-term care, and variable insurance licenses in 15+ states.
 
When he is not working in his financial practice, you can often find him hanging out with his wife Brooke (Waddell) and their three daughters Charli, Landri, and Jovi, working out, or helping out at their church (Sevier Heights). Mark stays involved in the Knoxville sports community, regularly contributing to radio and tv sports programs.

ProffittKevin Proffitt, CFP®, CLU®, ChFC®, CASL®, RICP® is a CERTIFIED FINANCIAL PLANNER™ professional, Wealth Management Advisor, and Managing Director of Northwestern Mutual – Knoxville. He has been with the company since 1988 and has been Managing Director since 2007. Kevin is responsible for the recruiting and development of Financial Advisors in the Knoxville office. The Knoxville operation has 46 team members serving as financial representatives and support staff. Kevin specializes in working with closely-held businesses and their owners.
 
Kevin has completed the CFP®, CLU®, ChFC®, CASL®, RICP® designations. He holds the Series 7, 6, 65, and 63 securities registrations, as well as the life/health, long-term care, and variable insurance licenses in 25+ states. He is a graduate of Maryville High School and Middle Tennessee State University.
 
Kevin serves on the Boards of Directors of the Boy Scouts of America Great Smoky Mountain Council, The Clayton Arts Center and the Boys and Girls Club (Blount County). Also, he is a Past President of East Tennessee Chapter of the Financial Planning Association, Maryville Kiwanis, The Society of Financial Service Professionals, Knoxville Chapter and the National Association of Insurance and Financial Advisor – Knoxville Chapter.
 
His wife is Kimberly, and they have two children, Kevin and Kelsey.
  

Lunch Provided.  

 
Note: The Legacy Centre's Lunch & Learn Series is a monthly/bi-monthly educational workshop in a small group setting that gives owners and key employees the freedom to ask questions and seek specialized training from experts on professional topics pertinent to their business success. 

 
When

Tue Feb 25, 2020
11:30 a.m. - 1:00 p.m.

Where

The Legacy Centre
6312 Kingston Pike
Knoxville, TN 37919