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 Spring 2018 CE Day

May 31, 2018
9:00 AM to 3:00 PM
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Quarry Oaks Golf Club
16600 Quarry Oaks Drive
Ashland, NE 68003
http://www.quarryoaks.com
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Attend our Spring CE Day and earn up to 5 hours of continuing education credit! 

8:30 AM - Check-in, coffee & juice available

9:00 AM - 12:00 PM - Morning Session
This session offers 3 hours of CE for CFP, NE & IA Life Insurance, Legal, Accounting and PACE (pending approvals).

9:00 AM - Avoiding Family Business Train Wrecks—An Introduction to the Financial Advisor’s Role in “Fourth Quarter” Planning (Presented by Nick Niemann, JD, McGrath North Law Firm, Omaha)

The family business is the backbone of America’s economy.  Yet, the “family” part of family business results in many frequent train wrecks which can disrupt or destroy the business (as well as the family).  These are often avoidable if properly addressed in the business continuity, succession and estate planning process.  Professionals working together produce the best outcome. This program will highlight these potential train wrecks and how to avoid them, with a special focus on the financial advisor’s role.

10:00 AM - This Doesn’t Need To Be So Confusing—How We Are Visually Illustrating Estate Planning To Our Grateful Clients (Presented by Nick Niemann, JD, McGrath North Law Firm, Omaha)

As estate planning professionals, both attorneys and financial advisors work hard together to produce the best results for our clients. Yet, how often do our clients really understand the issues or the solutions. Often, they may be left with a binder of complex documents that can be difficult to grasp. This program will illustrate the visual ways in which we have been explaining Estate Planning issues and results so the families we work together with understand what their attorney and financial advisors are doing to protect them and their loved ones.   

11:00 AM - Preventing Senior Fraud: The Nebraska Senior Anti-Fraud Education (SAFE) Program (Presented by Ryan Sothan, Outreach Coordinator, Nebraska Attorney General’s Office - Consumer Protection & Anti-Trust Division)

This program will provide an overview of the Nebraska Senior Anti-Fraud Education (SAFE) Program and provide attendees with information on what they can do to help prevent the victimization of Nebraska’s seniors by advising them of available tools to guard against consumer fraud and elder abuse.

12:00 PM - Lunch Buffet (included in all full and half day registrations)

1:00 - 3:00 PM Afternoon Session 
This session offers 2 hours of CE for CFP, NE & IA Life Insurance, Legal, Accounting and PACE (pending approvals).

1:00 PM - From Portfolios to People (Presented by Tim Hagan, CIMA Sales Executive, Financial Advisor Services, Vanguard)

This program will provide an overview of how tends in the investment advice industry—regulation, fees, and technology-enabled competition—likely will continue to shape the contours of the advice industry and mold client satisfaction.

2:00 PM - How to Retain Those Key Employees! (Presented by Joan Cannon, JD - McGrath North Law Firm, Omaha)

This session will explain how to have an agreement in compliance with the rules and regulations under IRC Section 409A and how to use nonqualified deferred compensation to retain key employees.  We will explore examples of how to structure creative retention plans.

Register online - or contact Executive Director Joe Pittman at fpa@cam-omaha.com or 844-249-8806.  Registration fees can be paid online or at the door by cash, check or credit card.

 

Tickets

$40.00 FPA Members - half day

$60.00 FPA Members - full day

$0.00 FPA Members - 2018 Season Pass

$60.00 Non-Members - half day

$90.00 Non-Members - full day

$0.00 Non-Members - 2018 Season Pass

Future Meetings

FPA Spring 2018 CE Day

May 31, 2018
9:00 AM to 3:00 PM

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

Note: This meeting is on a Thursday instead of our normal Friday

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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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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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