NAIFA-Columbus Membership Breakfast Meeting Recap

NAIFA-Columbus hosted a membership breakfast meeting at the OSU Fawcett Center on Wednesday, August 21st, 2024 with guest speakers Julia Bowling, Shawn Phelps, and Scott Eickelberger. 

Julia Bowling with Sedgwick provided a brief overview of the Workers Compensation Group Rating Program. Group rating is a pooling program enabling state-funded employers with better than average claim histories to combine claim expenses and rate calculations to take advantage of premium savings currently reserved for larger employers.

Julia has 25 years in the workers’ compensation industry and the entirety with Sedgwick. She is a Business Development Manager where she assists Ohio employers and trade organizations unpack the complexities of risk management, workers’ compensation, and most specifically the Group Rating Program.

Shawn Phelps and Scott Eickelberger jointly discussed “Estate Planning and Tax Changes for 2025”. Use it or Lose it! The Tax Cuts and Jobs Act (TCJA) of 2017 significantly changed the federal estate and gift tax system.

Shawn Phelps, MBA is the Founder and Private Wealth Advisor of River Tree Wealth Management, a member of Northwestern Mutual’s exclusive Private Client Group based in Columbus. The firm specializes in investment planning, estate planning & trust services, and business planning & succession.

Shawn is an accomplished advisor, trainer, and business strategist with over 20 years of experience in financial services and business management. With a passion for helping individuals, families, and organizations reach their full potential, Shawn has dedicated his career to providing practical solutions and insights to help people plan for adversity, prioritize financial wellness, and create financial legacies, all while having fun!

Scott Eickelberger is a partner with Kincaid, Taylor & Geyer where he has been primarily involved in all aspects of estate planning, estate administration and real estate matters. This includes the drafting of Wills, various types of Trusts and Powers of Attorney. Scott handles commercial and complex litigation primarily revolving around real estate and will and trust disputes. 

Scott has been the Solicitor for the Village of New Concord, Ohio since 1992 and has served as the President of both the Muskingum County, Ohio and Perry County, Ohio Bar Associations. Scott is a member of the American Land Title Association, the American Bar Association, the Ohio State Bar Association and the Muskingum and Perry County Bar Associations.

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