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.

Estate Planning for Financial Professionals

 

April 22, 2021
10:00 AM - 11:00 AM
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Join us on Thursday, April 22nd for an Estate Planning Webinar!

Estate Planning for Financial Professionals

Presented by Anthony DeLuca, Koley Jessen P.C., LLO

This presentation will cover an overview and general understanding of estate planning. The program will explain federal transfer tax updates, the Nebraska inheritance tax, an overview of probate and other estate planning considerations. This program is relevant for CFP® professionals, those on the path to becoming a CFP, academic leaders, financial planners, insurance professionals, students and those who support the financial planning process

This webinar will provide one hour of CE for CFP, NE & IA Life Insurance, Legal, Accounting and PACE (pending approvals).

Registration

Online registration is now open! Within 48 hours of registering, you will receive a confirmation email from the GoToWebinar system containing information about joining the webinar. Be sure to check your spam if the confirmation email doesn't show up in your inbox.

Questions?

Contact Joe Pittman at [email protected] or 402-881-6467 cell.

Register Now

Tickets

$0.00 Season Pass (previously purchased)

$10.00 FPA Member

$20.00 Non-Member

$160.00 2021 Season Pass (includes all programs for balance of 2021)

Future Meetings

Estate Planning for Financial Professionals

 

April 22, 2021

 

10:00 AM to 11:00 AM

 

Via GoToWebinar

Join Us for an Estate Planning Webinar!

Register Now View Details ▶

 

 

Macroeconomic Outlook for 2021

 

May 11, 2021

 

10:00 AM to 11:00 AM

 

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Join Us for our Next CE Webinar!

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Grounding Client to Their Financial Purpose

 

May 19, 2021

 

10:00 AM to 11:00 AM

 

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Join Us and Learn About Grounding Your Client to Their Financial Purpose

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Understanding Cryptocurrency

 

June 03, 2021

 

2:00 PM to 3:00 PM

 

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Join Us as We Learn About Cryptocurrency!

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The Impact of Money Scripts

 

June 23, 2021

 

10:00 AM to 11:00 AM

 

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Join Us for Our Final 2nd Quarter CE Webinar!

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