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 January 2020 CE Meeting

January 31, 2020
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
 Directions

Attend our January CE Day and earn up to four hours of continuing education credit! 

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

10:00 AM - 12:00 PM - Morning Session
This session offers two hours of CE for CFP, NE & IA Life Insurance, Legal, Accounting and PACE (pending approvals). 

10:00 AM - Managing Student Loan Debt and Other Financial Considerations (Presented by Paula Kohles, Creighton University)

This presentation is designed to provide an overview and general understanding of managing student loan debt and explore financial aid considerations. A discussion of student loan interest rates, federal repayment plans, public service loan forgiveness and loan consolidation offers agencies a framework for higher education financial considerations. Resources for student loan borrowers, FAFSA realities and financial aid eligibility considerations will be reviewed.

11:00 AM – Retirement Plan Solutions (Presented by David Nikunen, Principal Financial Group)

This presentation will explore various retirement plan solutions including 401(a) qualified plans, defined benefit and defined contribution plans. Defining traits of each plan type will be reviewed as well as comparing characteristics of each. Plans not qualified under section 401(a) will also be discussed. 

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

Sponsored by Principal Financial Group

1:00 - 3:00 PM - Afternoon Session 
This session offers two hours of CE for CFP, NE & IA Life Insurance, Legal, Accounting and PACE (pending approvals).

1:00 PM - The Importance of Reviewing a Life Insurance Policy (Presented by Eryka Morehead, Collaborative Planning Group)

Come learn about the importance of reviewing a life insurance policy. We will explore the factors impacting a policy including the insurance company rating, policy crediting strategy, client factors and specific purpose policies. Learn the significance of periodic monitoring and review of life insurance policies to help ensure policies are meeting the intended objectives.

2:00 PM - Interval Funds (Presented by Mike Klisares, Bluerock Capital Markets, LLC)

This program is designed to provide insurance and financial service professionals an overview and general understanding of interval funds. A discussion of the liquidity requirements of interval funds offers agencies a framework for discussing these funds. Types of investments held in interval funds are reviewed.

 

Register online - or contact Chapter Administrator Katharine Kline.  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 2020 Season Pass - includes all six meetings in 2020

$60.00 Guest - half day

$90.00 Guest - full day

$360.00 Non-members 2020 Season Pass - includes all six meetings in 2020

Documents

Student Loan Repayment for CFP

Life Insurance Policy

Future Meetings

Financial Impact of the 2020 Decennial Census in Nebraska

June 04, 2020
2:00 PM to 3:00 PM

Via GoToWebinar

Mark Your Calendars!

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SBRA 2019: New Solutions to Assist Financially Distressed Businesses

June 11, 2020
1:00 PM to 2:00 PM

Via GoToWebinar

Mark Your Calendars!

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Positive Psychology in Financial Planning

June 18, 2020
3:00 PM to 4:00 PM

Via GoToWebinar

Join 2020 FPA President Martin Seay Present 'Positive Psychology in Financial Planning'!

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Disability Insurance Planning

June 25, 2020
2:00 PM to 3:00 PM

Via GoToWebinar

Join Us for Our Next CE Webinar!

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FPA July 2020 CE Meeting

July 30, 2020
10:00 AM to 3:00 PM

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

Save the date - more information to come!

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FPA September 2020 CE Meeting

September 24, 2020
10:00 AM to 3:00 PM

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

Save the date - more information to come!

Read More

FPA November 2020 CE Meeting

November 20, 2020
10:00 AM to 3:00 PM

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

Join Us for Our November CE Day with 3 Hours Insurance Ethics!

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