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.

February 2018 Meeting

February 02, 2018
9:00 AM to 2:30 PM
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Quarry Oaks Golf Club
16600 Quarry Oaks Drive
Ashland, NE 68003
http://www.quarryoaks.com
 Directions

Attend the first CE Day of 2018 and earn up to
5 hours of continuing education credit!

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

How to Develop a Business Succession Planning Case While Simultaneously Developing the Collaborative Planning Team Presented by: Robert B. Wellendorf II, CLU, AEP, CAP

In today’s very complex financial planning marketplace, professionals working as teams is essential. This presentation will provide valuable insight on how to develop a professional network into ‘Strategic Partners’. In time, these partners will not only provide an endless chain of referrals, they also will become your collaborative team for designing solutions to a multitude of client situations. The second hour will walk through an actual business succession planning case, and review the value each member brings to the client, focusing on each professional’s role in developing appropriate solutions. The end ‘product’ for our clients is materially enhanced when working collaboratively; it simply is the only way.

 

Estate Planning In 2018
Presented by: Brandon D. Hamm, J.D.

This one hour program will provide a tax update in relation to the Tax Cuts and Jobs Act, specifically noting the federal estate, gift and generation-skipping transfer tax exemption and what to expect in 2018. He will also review additional estate planning trends for 2018.
 

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

12:30 - 2:30 PM Afternoon Session
This session offers 2 hours of CE for NE & IA Life Insurance, Legal, Accounting, CFP® and PACE (pending approvals).

 

 
 

What You Need to Know About the Tax Cuts and Jobs Act
Presented by: Aaron Wiegert, CPA & James Anderson, CPA

This program will review the Tax Cuts and Jobs Act, highlighting rates and important pieces that will affect financial advisers and their clients in the 2018 tax year. This program is useful for all financial service professionals including life insurance producers, accountants, attorneys, trust officers and investment advisors.

 

Bureau of Business Research: Nebraska Economic Forecast
Presented by: Eric Thompson, Associate Professor of Economics
Director, Bureau of Business Research

This presentation by Eric Thompson will review what area economists are projecting for the state’s economy in the coming months, with a focus on trends in the agricultural sector.

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

 

Tickets

$40.00 FPA Member - half day

$60.00 FPA Member - full day

$240.00 FPA Member 2018 Season Pass

$60.00 Non-member - half day

$90.00 Non-member - full day

$360.00 Non-member 2018 Season Pass

Documents

FPA Feb 2018 - Eric Thompson Presentation

FPA February 2018 Brandon Hamm presentation

FPA Feb 2018 - Tax Cuts & Jobs Act - BKD CPAs

FPA February 2018 - Rob Wellendorf