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 March 2019 CE Day

March 14, 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 March CE Day - we have a great speaker lined up, including two hours of CFP Ethics! 

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

Morning Session

10 AM - 12 PM - CFP Board's Revised Code and Standards (Presented by Brett Danko, CFP of Brett Danko LLC)

This program is designed to identify the structure and content of the revised Code and Standards, including significant changes and how those changes affect CFP professionals. The program will also explore how to act in accordance with CFP Board's fiduciary duty, apply the Practice Standards when providing Financial Planning, and manage Material Conflicts of Interest.

The Morning Session will provide two hours of CFP Ethics CE credit.

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

1 - 3 PM - Afternoon Session 

1 - 2 PM - Maintaining Family Assets across Generations (Presented by Brett Danko, CFP of Brett Danko LLC)

This program will explore and discuss how comprehensive asset management is NOT only gathering/managing assets among certain classes of investors, such as retirees, but also focusing on how to keep those assets under management in the event of the client’s  death or incapacitation. This seminar focuses on working with clients and their adult children to address investments management and estate planning.

2 - 3 PM - Women & Money/Men & Money (Presented by Brett Danko, CFP of Brett Danko LLC)

This program is designed to educate financial service professionals and help in understanding each gender’s perspective and how healthy and educated views can avoid common arguments and difficult financial times in retirement. The program will provide  information different ways men and women spend money, dissimilar perspectives on how men and women view money, divergent investment philosophies, differences in risk tolerance, and financial retirement issues with each gender.

The Afternoon Session will provide TWO hours of CE for CFP, Accounting, Legal, and PACE (pending approvals), and ONE hour of Nebraska & Iowa Life Insurance CE.

Brett Danko has worked in the financial industry for over 23 years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top tier financial advisors and to consult on complex planning issues affecting their clients. Bret has taught CFP Educational Courses and Review Courses for more than 15 years. Brett grew up in Pittsburgh, PA and is a graduate of the University of Pennsylvania. He lives in Newtown, PA with his wife and two children.

 

Register online or contact Executive Director Joe Pittman at [email protected] 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 Member - 2019 Season Pass (already purchased)

$200.00 FPA Member 2019 Season Pass (all remaining meetings including Wealth Management Conference)

$60.00 Non-Member- half day

$90.00 Non-Member- full day

$0.00 Non-Member 2019 Season Pass (already purchased)

$300.00 Non-Member 2019 Season Pass (all remaining meetings including Wealth Management Conference)

Documents

Men & Money, Women & Money

Maintaining Family Assets Across Generations

Future Meetings

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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2019 Wealth Management Conference

October 15, 2019
8:00 AM to 4:00 PM

Creighton University Heider College of Business
602 N. 20 St.
Omaha, NE 68102
https://business.creighton.edu/

October 15, 2019 at Creighton

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FPA November 2019 CE Day

November 08, 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!

Read More