Newsletter

September 2019 Print

Chapter Newsletter

September 2019

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2019 Wealth Management Conference

Registration is NOW OPEN for the 2019 Wealth Management Conference! Come join your professional peers at a leading educational event for Wealth Management Professionals featuring keynote presentations by nationally renowed speakers. This all-day event at Creighton University's Heider College of Business will include the following general session presentations:

  • Michael Falk: Let's All Learn How to Fish...to Sustain Long-Term Economic Growth
  • Peter Stahl: The Convergence of Healthcare and Financial Planning
  • Joel Weintraub: Money and the Brain

...and even more great presentations in the breakout sessions!

This event will provide continuing education credit for CFP®, CFA, CIMA, Nebraska & Iowa Insurance, CPE (Accounting), CLE (Legal) and PACE.

REGISTER NOW! Early Bird pricing is good through September 27, 2019.

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Education Opportunity

The Nebraska Department of Insurance will be touring the state to present updates on the Affordable Care Act, Medicare and other products that may be of interest. The tour includes ten cities accross Nebraska - click here for the complete schedule. Producers will receive two hours of free CE for attending.

Advance registration is not required. Insurance producers will need to have their NPN number with them when they sign-in onsite.

Contact Martin Swanson, Administrator for Health Policy, with any questions.

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Member Benefit

Free Course: Measuring Financial Well-Being

Learn about the value of using the Financial Well-Being Scale for assessing clients' financia status and talking about their financial life plan.

Earn up to 1 CFP® CE credit for free!

Click here for more details.

Get a 40% Discount on Retirement Daily

FPA is excited to announce that members can now receive a 40% discount on Retirement Daily. Published by TheStreet.com, Retirement Daily offers daily, unbiased retirement-related news to help you address and meet your clients' retirement goals. An annual subscription is $99.95. As an FPA member, you can get a subscription for 40% less!

Sign up now!

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Welcome New Members

Welcome to the following individuals who recently joined FPA of Nebraska!   

First Name Last Name Company Name City
Karen Keithley Ladenburg Practice Management Bennington
Andrew Waite Buckingham Strategic Wealth Lincoln

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Calendar of Events

Tuesday, October 15 -- Wealth Management Conference @ Creighton University Heider College of Business

October 16-18 -- FPA Annual Conference @ Minneapolis, MN

*Friday, November 8 (Please note - the meeting date has been moved up one week) -- FPA November 2019 Insurance Ethics CE Meeting @ Quarry Oaks

FPA of Nebraska     @FPAofNE

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