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2012 Events Calendar

Date - 2012	Time of Day	Program	Venue
April 26^th online registration has closed - walk-ins welcome at the door	Breakfast: 7:30 AM - 9:00 AM Social add to Outlook/iCal or Google Calendar	Why understanding generational differences will help Planners acquire and retain good clients	Harbor Club, Bellevue
April 26^th	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 11^th online registration has closed - walk-ins welcome at the door	1:00 PM to 5:00 PM add to Outlook/iCal or Google Calendar	2012 New WA State Annuity Suitability Rules Class (4 CFP & WA Insurance CE credits)	Clise Mansion, Redmond (in Marymoor Park)
May 24^th	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 12^th	Breakfast: 7:30 AM - 9:30 AM add to Outlook/iCal or Google Calendar	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 26^th	Afternoon: 3:30 PM Program & 5:00 PM Social	TBD	Columbia Tower Club, Downtown Seattle
August 10^th	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 27^th	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 15^th	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!