Mr. Parker is the Founder/President of the National Institute For Estate Planners® in Lee's Summit, MO. Recognizing the limited availability of professional education for Estate Planning services in the financial services industry, Ken created and established the National Institute. This educational curriculum assists in the training of Attorneys, CPA/Accountants, Insurance and Financial Advisors in the estate planning process and is nationally recognized.
Ken holds National Association of Security Dealers (NASD) Registration of General Securities Registered Representative, State Uniform Securities Representative, Registration of General Securities Principal, and Security Exchange Commission (SEC) Registration of Registered Investment Advisor. He also holds Nevada and Missouri Insurance licenses of Life / Health. Ken maintains his private practice at the Parker Financial Advisory Group, Lee’s Summit, MO and Las Vegas, NV and both offices are affiliated with QA3 Financial Corp, Omaha, NE.
Mr. Parker received his Bachelor of Arts (Cum Laude) in Political Science and Sociology from Trenton State College, NJ (College of New Jersey). Also, he is a graduate of the Renaissance Charitable Planning School for Advanced Estate Planning, Indianapolis, IN and from the Philanthropy Tax Institute, Old Greenwich, CT. In addition, prior to entering the financial services industry in 1991, Ken concluded a fifteen year law enforcement career with the New Jersey State Police. He has been a guest speaker at numerous Financial, Retirement, and Estate Planning functions nationally and internationally concentrating on the role and responsibilities of the practitioner in Estate Planning.
Anthony J. Blackwell, J.D., GEPC
Dean of Legal Strategies
Attorney Anthony J. Blackwell is an estate and business planning attorney with offices in Phoenix, AZ and Las Vegas, NV. He is also a principal of Family Assurance Estate Planning Services LLC, a low-cost estate planning company serving clients nationally.
Mr. Blackwell received his Juris Doctor degree, with honors, from New York University School of Law in 1993. The nation’s most highly regarded and preeminent law firms recruited him into their ranks and, over the next decade, he developed extensive skills in estate and business planning law, billion-dollar commercial and complex civil litigation law, federal and state tax law, and commercial transactional law. He then founded his own law practice after earning a proven record in the creative and efficient resolution of complex estate and business problems throughout the Southwestern United States.
In 2003, Mr. Blackwell achieved the distinction of becoming the Dean of Legal Strategies for the National Institute For Estate Planners®, where he also holds the designation Graduate Estate Planning Consultant. He is a 1994 Diplomat in Trial Advocacy Skills from the National Institute for Trial Advocacy, is the holder of dual Baccalaureate degrees in Economics and Management from the City College of New York, and is the proud recipient of the Britain Prize for Excellence in Moral and Ethical Philosopy.
Patrick Murphy, BS, MA, GEPC
Board of Governors, National Faculty Presenter
Mr. Murphy brings many years of knowledge and experience to the National Institute. After graduating from St. John’s University with a Bachelor of Science in Business, Pat began a career with IBM forcusing on sales and management. His career continued in Southern California and in 1974 he received his Masters Degree in Communications from Whittier College, CA. He then entered the educational profession by teaching business communications at the college level. For the last twenty years, Mr. Murphy has collectively focused his talents in the insurance and securities industry. Mr. Murphy is currently a divisional Vice President for Old Mutual Capital, based in London. They are 160 years old with $430 billion under management. He holds NASD Registrations of Series 7, 22, 63, 65 and insurance licenses of Life, Health, and Variable Annuities.
Robert L. Margetic, BA, MBA, CLU, ChFC, GEPC
Dean of Charitable Gifting Strategies
Mr. Margetic is President of WealthNet, Inc., a company he co-founded in 1993. WealthNet provides independent administration for charitable trusts, private foundations, personal trusts and a stock option management system. It makes available its proprietary turnkey systems and software for trusts, foundations and stock options to financial advisors for delivery to their clients. Bob has over 15 years experience in advanced financial planning and 6 years corporate finance. He has an MBA in Finance and a BA I economics along with the Chartered Financial Consultant and Certified Life Underwriter Designations. He has served on the Board of Directors of numerous non-profits. He speaks frequently across the country on advance estate planning topics including charitable giving, stock options, retirement distribution strategies and ESOPs.
Beth V. Walker, BS, CRPC, GEPC, CCPS
Board of Governors, National Faculty Presenter
Ms. Walker is an equity compensation consultant with the Wealth Management Group in Las Vegas, NV. Beth created the Optioneering® process, effectively integrating the fundamental of comprehensive financial planning with the unique risks and rewards associated with stock option compensation. Ms. Walker graduated from Kansas University with a Bachelor of Science in Journalism. She was named Academic All-American her senior year. She spent many years in the corporate world with Proctor & Gamble, Clorox and McKesson Water Products, before becoming a consultant with a marketing and communication agency. Beth holds securities (NASD) licenses of Registered Representative and Stat Uniform Securities Representative. Her books, An Employee’s Guide to Stock Options, published by McGraw-Hill in April of 2003 and How to give Your Child a 4-year College Education Without Going Broke, published Sept., 2005.
Clyde W. Bright
Board of Governors
Mr. Bright is president of Collinsworth, Bright & Co., P.C. and serves as Secretary for Real Life Management, Inc. He began his career with the international accounting firm of Arthur Andersen & Co. in 1972. After eight years with Arthur Andersen & Co., Mr. Bright and Mr. Collinsworth formed the accounting firm of Collinsworth, Bright & Co., P.C. Mr. Bright has been performing valuations since 1990 and, since 1972, has practiced accounting, including audit, tax and other advisory services.
Denver C. Jones, Jr., BA, MBA, GEPC, USMC (Ret.)
Board of Governors, Dean of Long Term Care Strategies, National Facility Presenter
Mr. Jones is the Founding President of Jones-CSA Insurance in Jacksonville, NC. He brings many years of knowledge and experience to the National Institute specializing in Social Security benefits, senior lifestyle and housing trends, Medicaid planning, and long term care planning. In 2000, Denver received his BA degree in Finance and 2004 his MBA degree in Finance from Almea University with his thesis accepted by the University of North Carolina. Prior to entering the Insurance and Financial industry, Denver proudly served 20 years and retired from the United States Marines with the rank of Staff Sergeant. His motto is “I’ll be stopping by to share a smile with you.” That’s just his way, and it’s contagious.
Barry K. Baines, M.D., GEPC
Board of Governors, National Faculty Presenter
Dr. Baines is Chief Medical Officer of UCare Minnesota, a Health Maintenance Organization, and the Associate Medical Director for Hospice of the Twin Cities. He is a co-founder of the Legacy Center; an organization dedicated to preserving stories, values, and meaning for individuals, communities and organizations. Dr. Baines is Board Certified in both Family Practice and in Hospice and Palliative Medicine. He received his MD degree from Georgetown University School of Medicine in 1975. Barry is a leading authority on ethical wills and pioneered its use in a number of settings, most notably, estate planning, and palliative care. He has spoken regionally and nationally on this topic to both professional and general public audiences. His work has been featured in Time Magazine, Newsweek, The Wall Street Journal, Business Week, and Money Magazine. He has been a guest on National Public Radio’s “Sound Money,” “Morning Edition,” “Talk of the Nation,” and “All Things Considered” programs. Dr. Baines is the author of Ethical Wills: Putting Your Values on Paper, 2nd edition, Da Capo Press, 2006.
David A. Scott, J.D., CLU, GEPC
National Faculty Presenter
Mr. Scott has over thirty years of experience in insurance, financial services, and law. After many years as the Manager of Advance Underwriting for the Farm Bureau Insurance Group of Michigan, he began a private law practice concentrating in estate planning, probate administration, business planning, and taxation, From 1990 to 1995, he was an Advanced Sales Consultant with Penn Mutual Life Insurance Company in Philadelphia, and he rejoined the company in 1997 after two years as Vice President Advanced Markets for the Philadelphia Financial Group. He received his CLU Designation in 1975, his Juris Doctorate degree (Cum Laude) from the Thomas M. Cooley Law School in 1979. He is a member of the State Bars of Pennsylvania and Michigan, the American society of CLY and ChFC, the National Association of Life Underwriters (NALU), the Association of Advance Life Underwriting (AALU), and the Life Insurance Marketing and Research Association (LIMRA) Committee of Advance Sales.
Eva M. Victor, J.D., LL.M, GEPC
National Faculty Presenter
Ms. Victor is a tax attorney and consultant with the Penn Mutual Life Insurance Company. In her position, she offers technical, marketing, and educational support to Penn Mutual’s field management, producers, and third party professional advisors on matters pertaining to estate and charitable planning, business succession planning, selective employee benefits, qualified retirement plan distribution strategies, and case design. Ms. Victor possesses a J.D., and LL.M in federal taxation, a B.S. in Economics and Finance, and related experience as an attorney in the financial services industry. She is a member of the Philadelphia, Pennsylvania, and American Bar Associations (sections on Taxation, Probate and Trusts, and Business Law), the Philadelphia Estate Planning Council, and the Planned Giving Council of Greater Philadelphia. She is admitted to practice before the Pennsylvania State Supreme Court and The United States Federal Tax Court (3rd District).
Wayne E. Nance
Board of Governors
Wayne was a financial advisor for over 25 years, but his passion was researching this link between obesity, financial strain, and relationship meltdown. This brought him to the creation of Real Life Management™, a company dedicated to providing the education that isn't taught in school or at home on weight, money and relationships, and how these three main components of life are connected. He's carried out the company's mission through his acclaimed books, Mind Over Money and Liten up for Life, his Real Life Management™ DVD Educational Series, national seminars, and media appearances. All of this has led to the forthcoming release of his new Simon & Schuster book, Thin, Rich and Happy: Take 3 Minutes to Start Your Real Life Management Plan.
"For seven years, I studied with stress psychologists, sports nutritionists and a personal therapist developing and researching these findings," says Nance. "What we learned is that lifestyle issues stem from inborn attitudes and beliefs that account for 80% of our personal choices - attitudes and beliefs most of us don't even realize we have. To really make a difference, we don't need to change ourselves, only alter our attitudes."
Wayne soon left his successful career in the financial industry to follow his passion of educating businesses and families on the ways attitudes about our weight, money and relationships are interwoven.
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