Chapter Meetings

 

2012 Events Calendar

Date - 2012

Time of Day

Program

Venue

April 26th


online registration has closed - walk-ins welcome at the door

Breakfast: 7:30 AM - 9:00 AM  Social

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Why understanding generational differences will help Planners acquire and retain good clients

Harbor Club, Bellevue

April 26th

Breakfast: 7:30 AM - 9:00 AM

Why understanding generational differences will help Planners acquire and retain good clients

Harbor Club, Bellevue

April - day TBD

TBD

WA State-New Annuity Suitability Rules

TBD

May 11th


online registration has closed - walk-ins welcome at the door 

1:00 PM to 5:00 PM

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2012 New WA State Annuity Suitability Rules Class (4 CFP & WA Insurance CE credits)

Clise Mansion, Redmond (in Marymoor Park)

May 24th

 

Register

Afternoon: 3:30 PM Program & 5:00 PM  Social

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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

 

Register

Breakfast: 7:30 AM - 9:30 AM
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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

 

 

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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!