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Events Calendar

Date - 2013 Time of Day Program Venue
May 7th 5:30 PM to 7:00 PM CFP® Certificant Connection Columbia Tower Club

May 17th

Online registration for this event has closed. Walk-up registrations will be accepted at the door.

 Noon to 2 PM Estate Planning McCormick and Schmicks Lake Union
June 21st TBD Practice Management TBD
July 19th 7 AM to 9 AM TBD Bellevue Harbor Club
August 16     Argosy Cruise
September 20 TBD TBD TBD
October 12th 10 AM to 2 PM Financial Planning Day Garfield Community Center
October 18th 7 AM to 9 AM Philanthropy Bellevue Harbor Club
November 15th 11 AM to 2 PM Ethics McCormick and Schmicks Lake Union
December 2nd TBD Social TBD

Education program details, when available, may be found on our registration site. Click any Register button to go there.

 

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FPA Experience 2013
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FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.


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Referring and referred members receive discounts on their annual membership dues.

 

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Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 

 

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Upcoming Allied Events


Planned Giving Day

Friday, May 10, 2013

The Washington Planned Giving Council's annual Planned Giving Day conference will help you leap tall challenges in a single bound and power up your planned giving program. More versatile this year; with 3 tracks: Planned Giving 101 (NEW this year!), Generalist and Specialist. You’ll be a super-hero at your organization when you learn:

  • The Art AND Science of the Ask
  • What Do the Wealthy Use for Their Philanthropy?
  • The Basics of Planned Giving
  • What Makes Them Give?
  • How to Bring those Gifts of Real Estate Home
  • How to Juggle Multiple Development Duties, including Planned Giving
  • Types of Planned Gifts

After attending Planned Giving Day 2013 at The Conference Center in Seattle, you’ll be able to wage a better-ending campaign for gifts that can transform ordinary people into powerful philanthropists. Find out who our super-talented speakers are, scope out our super-sessions, and learn about this year's recipient of the special Frank Minton Professional Achievement Award. Click http://www.wpgc.org/planned-giving-day-conference to learn more and register on the Washington Planned Giving Council website.

 

Money Quotient "Fundamentals of Financial Life Planning" Training in Portland!

Money Quotient is pleased to return to Portland this March to conduct our flagship training course, the "Fundamentals of Financial Life Planning."  Don't miss this great opportunity to increase your Financial Life Planning® skills, knowledge, and confidence.  This intensive 3-day course covers both the philosophical foundation and the practical application of the M.Q. model of Financial Life Planning.  Gain hands on experience while learning how to integrate and custom-fit the M.Q. tools and processes to enhance your practice and strengthen your client relationships.

The session will be held Wednesday, March 27th-Friday, March 29th at the Kennedy School.  For detailed information about "Fundamentals of Financial Life Planning" Training, please click on one or both of the links below:

"FFLP Training Fact Sheet"

Portland "FFLP Training" Info Packet

To register online, please CLICK HERE!

** The Early Bird Registration Deadline is Friday, February 22nd! **

To learn more about Money Quotient, please visit our website: www.moneyquotient.org.

Any questions about this event may be directed to: learning@moneyquotient.org

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