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.

2018 Wealth Management Conference

October 17, 2018
8:00 AM to 4:00 PM
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Creighton University Heider College of Business
602 N. 20 St.
Omaha, NE 68102
https://business.creighton.edu/
 Directions

REGISTRATION IS OPEN

On Wednesday, October 17, 2018, FPA Nebraska and Creighton University will present our 4th Annual Nebraska Wealth Management Conference.

We are excited to present quality speakers, timely topics and an engaging environment for interacting with 150+ experts and peers in wealth management.

To view the full brochure, click here

 


2018 AGENDA & SPEAKER LINEUP

Click here for detailed information on all sessions and to learn more about the 2018 speakers. 

8:00 am      Check-in, Breakfast & Business Partner Interaction

8:30            General Session 1

                   What Drives Financial Health? Four small things that make a big difference
                   Sarah Newcomb, Senior Behavioral Scientist at Morningstar, Inc.

9:30            Business Partner Interaction & Coffee Break

10:00          Breakout Session 1

  • Money Messages: How our personal narratives shape our financial lives
    Sarah Newcomb, Senior Behavioral Scientist at Morningstar, Inc.
  • ESG Investing: Overview of the What, Why and How for Planners
    Erica Blake, CFA, CFP®, Portfolio Manager at First National Bank
  • Medicare Basics
    Alicia Jones, Nebraska SHIIP Director at Nebraska Department of Insurance

10:50          Business Partner Interaction & Coffee Break

11:10          Breakout Session 2

  • How to Maximize Social Security Benefits Now
    Mary Beth Franklin, CFP®, Contributing Editor at Investment News
  • Be Aware of the Core Conundrum
    Nolan Anderson, Research Analyst, Portfolio Manager at Weitz Investment Management
  • Senior$afe
    Claire McHenry, Deputy Director - Securities Bureau at Nebraska Dept of Banking & Finance

12:00 pm      Lunch, Business Partner Interaction & Networking

1:10              Breakout Session 3

  • Your Fiduciary Responsibility and the Income Distribution Process
    Zachary S. Parker, MBA, CFP®, VP of Wealth Management & Product Strategy at Securities America
  • Leveraging Long Term Care Solutions in Retirement and Financial planning
    Rich Samuelson, Regional Sales Director at MassMutual
  • The Secret to Differentiating Your Practice: Tax-Efficient Portfolio Management
    Sean Hollingshead, VP Business Development at Orion Advisor Services

2:10              General Session 2

                     The New Tax Law's Impact on Retirees
                     Mary Beth Franklin, CFP®, Contributing Editor at Investment News

3:00              Cocktails, Business Partner Interaction & Networking

If you have any questions or would like additional information, please contact:

Joe Pittman
Executive Director
402-397-0280 / fpa@cam-omaha.com 

 

 

Tickets

$99.00 FPA Member Ticket (Early Bird Pricing available through 10/1/18)
$79.00 Earlybird rate before October 2

$99.00 CFA Society Members (Early Bird Pricing available through 10/1/18)
$79.00 Earlybird rate before October 2

$0.00 FPA 2018 Season Pass Holders

$119.00 Non-Member Ticket (Early Bird Pricing available through 10/1/18)
$99.00 Earlybird rate before October 2

$29.00 Student Ticket

$0.00 Booth Attendee & Comp Registration Ticket

Documents

Creighton Map

Future Meetings

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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