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Financial Planning

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Curriculum Vitae


  • Bachelor of Science in Business Administration, Kansas State University
  • Chartered Financial Consultant, The American College
  • Chartered Life Underwriter, The American College

In Print & Online Media:

Seminars, Symposiums, Workshops & Lectures:

  • Life Underwriting Training Council - Course Moderator
    • Prospect or Perish
    • Exploring Personal Markets
    • Meeting Client Needs
    • Business Continuity Planning
    • Essentials of Employee Benefits
  • Integrity Selling Seminar
  • The Art & Science of Building a Life Insurance Clientele - The One Card System
  • Broker-Dealer and Investment Adviser Compliance Seminar, Kansas Securities Commissioner
  • New Agents Workshop - General American Life
  • Advanced Curriculum on Executive Compensation and Wealth Transfer Planning
    • Risk and Return Analysis
    • Non-Qualified Compensation
    • Variable Life Insurance Retirement & Executive Bonus Plans
    • 401(k) Mirror Plans
    • The Use of Split Dollar with Business Owners
    • Selected Issues in Non-Qualified Deferred Compensation Planning
    • Estate Planning Techniques
    • Estate Planning for the Jumbo Estate
    • Competition Analysis
    • Charitable Remainder Trust
    • Taking the Mystery Out of Underwriting Underwriting - From a Doctor's Perspective
  • Pacific Life Academy
    • Tools & Techniques of Estate Planning
    • Principles of Retirement Planning
    • Distributions from Qualified Plans
    • Ethics for the Insurance Professional
  • Society of Financial Service Professionals
    • New IRA Rule Gives Distribution Power to the People
    • Planning Your 2010 Funeral - The Current State of the Estate
    • Suitability & Survival in a Convergent Industry
    • Asset Allocation with Diminishing Assets
    • Corporate Tax Implications of Long Term Care
  • Wichita State University Forum Board Lectures
    • William F. Buckley
    • G. Gordon Liddy
    • Dr. Richard Erskine Frere Leakey
    • Dick Clark
    • Dr. Robert K. Jarvik

Brent D. Gardner, CLU, ChFC

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