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 Winter 2019 CE Meeting

January 25, 2019
10:00 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 Winter CE Day - great line-up of speakers and programs, including up to 4 hours of CE credit!

9:30 AM - Check-in, coffee & juice available

10 AM - 12 Noon- Morning Session

10 - 11 AM - What Financial Planners Need To Know About Code Sec. 199A (Presented by Matt Ottemann JD of McGrath North Law Firm)

This program is designed to provide a detailed explanation of the tax rules for claiming the 20% deduction for qualified business income. These are the proposed regulations for the 199A deduction (named for a section of the tax code) that was included in the Tax Cuts and Jobs Act. Attendees will come away with information designed to help them identify clients who might benefit from these rules and see how you might help them qualify.

11 AM - 12 Noon - Premium Financing: What Is It and How/When It Is Used (Presented by Tom Fridrich JD CLU ChFC, Advanced Markets Specialist, Mutual of Omaha Insurance Company)

This program is designed to educate about premium financing life insurance policies. The program will provide information on when, how and why premium financing is used along with when it is appropriate highlighting the benefits and risks of the strategy. Attorneys, CPAs, retirement planners, investment advisors, business & compensation planners, financial planners, and insurance producers will come away with practical information from real-world information and scenarios.

12 Noon - 1PM - Lunch Buffet (included in all full and half day registrations)

 

1 - 3 PM - Afternoon Session 

1 - 2 PM - Economic Forecast 2019 (Presented by Dr. Eric Thompson, Karl H. Nelson Associate Professor of Economics and the Director of the Bureau of Business Research at the University of Nebraska - Lincoln)

This program is designed to provide an overview of what area economists are projecting for the state’s economy in the coming months, with a focus on the impact of the 2018 mid-term elections, trends in the agricultural sector, and more. Attendees will come away with a better understanding of short and long-term economic trends and how those trends could impact their clients’ investment and retirement portfolios.

2 - 3 PM - Charitable Gift Planning & Tax Cuts & Job Acts of 2017 (Presented by Jim Gustafson, Director of Advancement and Gift Planning, Nebraska Community Foundation)

This program will provide strategies to help your clients maximize their tax benefits for charitable gifts under the Tax Acts and Job Acts of 2017. Attendees will come away with a better understanding of how to advise their clients to take advantage of the benefits and opportunities available via the strategies that are available to them.

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

$240.00 FPA Member 2019 Season Pass - includes all six meetings in 2019

$60.00 Non-members - half day

$90.00 Non-members - full day

$360.00 Non-members 2019 Season Pass - includes all six meetings in 2019

Future Meetings

FPA Winter 2019 CE Meeting

January 25, 2019
10:00 AM to 3:00 PM

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

Attend our Winter CE Day and Earn Up to 4 Hours of CE Credit!

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FPA March 2019 CE Day

March 14, 2019
9:00 AM to 3:00 PM

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

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FPA May 2019 CE Day

May 16, 2019
9:00 AM to 3:00 PM

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

Check Back for More Information!

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FPA July 2019 CE Day

July 25, 2019
9:00 AM to 3:00 PM

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

Check Back for More Information!

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FPA September 2019 CE Day

September 20, 2019
9:00 AM to 3:00 PM

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

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FPA November 2019 CE Day

November 15, 2019
9:00 AM to 3:00 PM

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

Check Back for More Information!

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