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For FPA Members
2012 Events Calendar
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Date - 2012 |
Time of Day |
Program |
Venue |
|
May 24th
|
Afternoon: 3:30 PM Program & 5:00 PM Social add to Outlook/iCal or Google Calendar |
Estate Planning for Alternative Lifestyles – Protect the Ones you Love! (With a look at the developing legal landscape and WA Same Sex Marriage Law) approved for 1 CFP CE credit and 1 WA State Insurance CE credit |
Columbia Tower Club, Downtown Seattle |
|
June 12th
|
Breakfast: 7:30 AM - 9:30 AM |
Capital Market Themes of 2012 with 9:00 AM tour of the Russell Investments Trading Floor; approved for 1 CFP CE credit |
Russell Investments Center, Downtown Seattle |
|
July 26th |
Afternoon: 3:30 PM Program & 5:00 PM Social |
TBD |
Columbia Tower Club, Downtown Seattle |
|
August 10th |
11:00 AM – 2:00 PM |
Annual Argosy Networking Event |
Argosy – Elliott Bay Cruise |
|
September – Day TBD |
Afternoon |
FPA Next Gen Mentoring Social |
TBD |
|
September 27th |
11:00 AM – 2:30 PM |
CE Centric Meeting |
Seattle |
|
Fall -TBD |
TBD |
Lunch with the CFA Society |
TBD |
|
October – Day TBD |
TBD |
Financial Planning Days |
White Center Heights Elementary School, Seattle |
|
November 15th |
TBD |
Annual Ethics CE Program |
Seattle |
Upcoming FPA National Events
FPA Experience
September 29 to October 2, 2012 in San Antonio, Texas
All Upcoming FPA National Events
Chapter Highlights
About FPA of Puget Sound Learn about how you can become involved...
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Upcoming Allied Events
CFA: The Belkin Report
Tuesday, May 22nd, 1:00
CFA: Emerging Markets Debt: Strategic or Tactical Asset Allocation?
Tuesday, May 24th, 1:00
CFA: Investment Opportunities in Turkey
Tuesday, May 29th, 1:00
After receiving feedback from members and gleaning best practices from fellow FPA chapters, FPA of Puget Sound is launching new formats for 2012 Programs.
Many of you have expressed an interest in more networking opportunities as well as more Practice Management events. We wanted to incorporate those requests into our 2012 schedule while continuing to provide some CE Credit events.
You also told us that that the location venues have not always been convenient to get to and that meeting in the middle of the day is not always the best time for you. As you can see from our schedule,we have launched 2 new formats: 1) 'Breakfast Series' and 2) 'Happy Hour Forum'.
We strive to make 2012's programs as relevant and convenient for our members. We encourage feedback on our schedule and look forward to a dynamic 2012 for FPA of Puget Sound's programs!
