SIOUX FALLS ESTATE PLANNING COUNCIL

This event will be offered in person at the Minnehaha Country Club or virtually from your home/office. 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.

Registration for in-person attendance will close at 5 pm on Thursday, October 17th. 

This session will cover:

• Demographic Shifts
• Preparing for the wave
• Costs Involved
• Statistics / Historical Data
• Impact on Family
• Impact on Finances/ financial plan
• Options Available
• Pension protection Act
• Asset Efficient Solutions

About the Speaker:

Greg Mantz CFP, CLU, CLTC, ChFC

Greg assists in risk mitigation planning that helps clients transfer their risk of a catastrophic health event. Greg partners with advisors across the Upper Midwest in putting Extended Care Plans in place for their clients.

Greg works for OneAmerica Financial, a long standing and industry leading Asset-Based LTC Insurance carrier. Greg has been with OneAmerica Financial since 2019. Prior to that- Greg worked with Thrivent Financial and ING/Voya.  

Greg is a Certified Financial Planner and has been in the industry for almost 20 years. He graduated from Concordia College in 2006.  Greg's background is many areas if the industry- including life insurance, annuities, financial planning, and of course LTC. 

Greg partners with advisors to help them w/ their LTC insurance business at OneAmerica Financial. He strives to be a regional resource for all on the subject. Greg is a two-time “Eagle Award Winner” for the #1 territory within OneAmerica.

Greg lives in Circle Pines, MN with his wife of 17 years Kaarin, daughter Claire (10), two sons August (7) and Dane (5); and their dog "Pepper". 

In their free time they love being outdoors and doing many outdoor activities:  canoeing, camping, fishing- both summer and hard water in the winter, XC Skiing, downhill skiing, boating, hunting, and just spending time at their N Minn. Lake Place.