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 Summer 2018 CE Meeting

July 27, 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 our Summer CE Day and earn up to four hours of continuing education credit! 

9:00 AM - Check-in, coffee & juice available

9:30 AM - 11:30 AM - Morning Session
This session offers two hours of CE for CFP, NE & IA Life Insurance, Legal, Accounting and PACE (pending approvals). 

9:30 AM - Inherited Farmland – Financial Planning Implications (Presented by Allan Vyhnalek, Extension Educator, UNL Agricultural Economics)

Inheriting real estate can come with benefits and an abundance of decisions to be made, and inheriting land is no different. For some beneficiaries, they know exactly what they want to do with their new inherited land – sell it, hold onto it, build on it or even lease it. For others, it can be difficult to make a decision, especially if there is an emotional connection with the land or when other family members are involved.  This program will provide attendees with information they can use to help clients sort through the process of deciding how to handle inherited land.

10:30 AM - Financial Planning for Veterans (Presented by David OlneyCare Advocate, Olney & Associates)

Many financial advisors choose to focus on one or demographic segments of the population from which they build their clientele. One important group that often gets overlooked is members of the U.S. military who retire or separate from service. In many cases, these service members have been targeted by predatory lenders and salespeople who often manage to put them deep in debt and destroy their credit scores. Even those who manage their money well are often unprepared for the financial transition that they will face when they enter civilian life. This program will provide attendees with an overview of some special issues and considerations they should take into account when working with military veterans.

11:30 AM - Lunch Buffet (included in all full and half day registrations)

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

12:30 PM - Estate and Financial Planning for Clients Living with Chronic Illness (Presented by Martin Shenkman, CPA, MBA, PFS, AEP, JD)

As your clients are living longer, more are suffering with chronic illnessed or disabilites and their estate plans may be inadequate.  This program will provide you with valuable information that will help you upgrade your planning to help cover these very probably client situations.  You will benefit from learning how to identify and discuss the sensitive issues of chronic illness and disability so clients will come "out of the closet" and you can properly plan for them.  The program also will explore how the various pieces of a traditional estate plan may need to be enhanced with special provisions.

1:30 PM - Planning with Non-Grantor Trusts under TCJA (Presented by Martin Shenkman, CPA, MBA, PFS, AEP, JD

The new federal tax act commonly known as Tax Cut and Jobs Act of 2017 (“TCJA”) provides another wrinkle to traditional asset protection planning.  With the new high exemption levels, clients who had pursued transfers to irrevocable trusts to facilitate estate tax minimization and asset protection planning may not have any estate tax concerns post-TCJA. That might leave the asset transfers having little other non-asset protection justification.  This program will review some new perspectives on post-TCJA trust planning that might provide a solution.

2:30 PM - Stick around for ice cream!

Who wants ice cream?  Plan to stay for a few minutes after the last program for complimentary ice cream sundaes dished out by FPA of Nebraska Board members!

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 Member - half day

$60.00 FPA Member - 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 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 Four Hours of CE Credit - And Stick Around For Ice Cream!

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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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