Meeting/Event Information

General Membership meetings are typically held the third Friday of every other month at Quarry Oaks Golf Club in Ashland, NE. Meetings typically begin between 9:00 AM and 10:00 AM and end by 3:00. Visitors are welcome, however, advance registration is required.

Most meetings provide 4-5 hours of continuing education.

FPA 2018 Legislative Day / CE Meeting

March 23, 2018
9:00 AM to 3:30 PM
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Cornhusker Marriott Hotel
333 S 13th St.
Lincoln, NE 68508
http://www.marriott.com/hotels/travel/lnkfs-the-lincoln-marriott-cornhusker-hotel/
 Directions

Join Us for Our First Ever "Legislative Day"
Including a CFP Ethics Program

 

AGENDA

9:00 AM – 11:00 AM – CFP Ethics Program presented by: Brett Danko
This program is approved for two hours of CFP ethics

11:00 AM – 12:00 PM – “FPA Legislative Update” presented by: Karen Nystrom of FPA National
This program offers one hour of CE for NE & IA Life Insurance, Accounting, Legal, CFP and PACE (pending approvals)

12:00 PM - 1:15 PMLunch with Nebraska State Senators featuring a brief presentation from Alicia Jones, SHIIP (Senior Health Insurance Information Program) Administrator.
Lunch is included in all half and full day registrations

1:30 PM – 2:30 PM – "Charitable Giving Strategies Under the New Tax Law" presented by: Paula Metcalf, BA, JD
This program offers one hour of CE for NE & IA Life Insurance, Accounting, Legal, CFP and PACE (pending approvals)

2:30 PM - 3:30 PM
- "Securities Bureau Update" presented by: Claire McHenry
This program offers one hour of CE for NE & IA Life Insurance, Accounting, Legal, CFP and PACE (pending approvals)

Register Online or contact Joe Pittman @ 402-397-0280

Tickets

$40.00 FPA Member - half day

$60.00 FPA Member - full day

$0.00 FPA Member Season Pass Holder

$60.00 Non-member - half day

$90.00 Non-member full day

$0.00 Non-member Season Pass Holder

Documents

Brett Danko CFP Ethics

Paula Metcalf - Charitable Gifting and New Tax Law

Claire McHenry - Bureau of Securities

Karen Nystrom - FPA Advocacy Update

Future Meetings

FPA Summer 2018 CE Meeting

July 27, 2018
9:00 AM to 2:30 PM

Quarry Oaks Golf Club
16600 Quarry Oaks Drive
Ashland, NE 68003
http://www.quarryoaks.com

Earn Up to 5 Hours of CE Credit

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FPA Night With the Omaha Storm Chasers

August 02, 2018
7:05 PM to 10:00 PM

Werner Park
12356 Ballpark Way
Papillion, NE 68046
http://www.milb.com/content/page.jsp?ymd=20160420&content_id=173414818&fext=.jsp&sid=t541&vkey

Join Us for Fun and Baseball on August 2nd

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2018 Wealth Management Conference

October 17, 2018
8:00 AM to 5:00 PM

Creighton University Heider College of Business
602 N. 20 St.
Omaha, NE 68102
https://business.creighton.edu/

Join Your Professional Peers at a Leading Educational Event for Wealth Management Professionals

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FPA Fall 2018 CE Day

November 16, 2018
10:00 AM to 3:30 PM

Quarry Oaks Golf Club
16600 Quarry Oaks Drive
Ashland, NE 68003
http://www.quarryoaks.com

Will include three hours of Insurance/CPA/Legal Ethics

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