NAIFA-Columbus Membership Breakfast Meeting

Join NAIFA-Columbus for a Membership Breakfast Meeting in August.

Julia Bowling with Sedgwick will provide a brief overview of the Workers Compensation Group Rating Program.

In addition, we will hear from Shawn Phelps of River Tree Wealth Management and Scott Eickelberger with Kincaid, Taylor & Geyer. They will discuss “Estate Planning and Tax Changes for 2025”

Julia Bowling -

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

She serves on a variety of safety, membership, and entertainment committees for trade organizations including Allied Construction Industries, the Ohio Hotel and Lodging Association, the Home Builders’ Association Greater Cincinnati, and the Dayton Miami Valley Safety Council Steering Committee. She is a member of the Dayton Area Chamber of Commerce Executive Women’s Council. In 2022 she was awarded the Ohio Hotel and Lodging Association Volunteer of the Year Award. Julia is a graduate of the University of Tennessee and resides in Cincinnati.

Shawn Phelps -

Shawn Phelps, MBA 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!

Shawn 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, Ohio. The firm specializes in investment planning and strategies, estate planning and trust services, and business planning and succession. He works with a wide range of clients across industries, including Fortune 500 leaders, non-profit organizations, and small industrial businesses. Shawn's unique approach to financial partnership combines a broader perspective with a commitment to every generation that helps to maximize tax efficiencies.

As a speaker, Shawn is known for his engaging, interactive style and his ability to connect with audiences at all levels. He has delivered keynote addresses and workshops at conferences and events nationwide, and his clients rave about the impact he has had on their lives. Forbes consistently recognizes him as a Top Financial Security Professional nationwide and Best-in-State Wealth Management Team in Ohio.

Prior to starting his own financial planning firm at Northwestern Mutual in 2010, Shawn worked in a variety of leadership roles in the banking industry. He graduated magna cum laude with a bachelor’s degree in finance and summa cum laude with a master’s in business administration from Ashland University; he also holds a Trust and Estate Planning degree from Bowling Green University. When he's not working, Shawn enjoys spending time with his family and pursuing his hobbies, which include traveling, boating, and fine dining.

Scott Eickelberger -

Scott 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. He earned a bachelor’s degree from Miami University in Oxford, Ohio (1988) and his law degree from the University of Dayton School of Law (1991). During law school, Scott clerked for the Licking County, Ohio Common Pleas Court. Scott is licensed in the State of Ohio and in the Southern District and Northern District Federal Courts of Ohio and the Sixth Circuit Court of Appeals.

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.

Host or Publisher NAIFA Columbus