Please note: These links will take you to FPA National's Web site.
Please note: These links will take you to FPA National's Web site.
Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.
Date: Thursday, February 2
Time: 3:15 pm
Topic: 2012 Tax Update
Presented by: David Heilich of Brown, Smith & Wallace, LLC
Date: Wednesday, February 29
Tim: Noon - 2:00 p.m
Topic: Technical Analysis Training - Joint Meeting with CFA Society
Location: The Ritz Carlton Hotel
Date: Thursday, April 5
Time: 7:15 am
Topic: The Banking Crisis
Presented by: William Emmons, St. Louis Federal Reserve Bank
Date: Thursday, May 3
Time: 3:15 p.m.
Topic: Alternative Investment Strategies
Presented by: T.P. Enders, Goldman Sachs
Date: Thursday, June 7
Time: 7:15 a.m.
Topic: Workshop on Long-Term Care Protection Planning
Presented by: TBD
Date: Thursday, September 6
Time: 3:15 p.m.
Topic: Tax Traps in Annuity Planning
Presented by: John Olsen, CFP
Date: Thursday, October 7
Time: 7:15 a.m.
Topic: Modern Portfolio Theory 2.0
Presented by: Michale Kitces, CFP
Date: Thursday, November 1
Tim: 7:15 a.m.
Topic: Estate Planning Strategies
Presented by: David Freyman, Esq., Freyman & Maltagliati, PC
Date: Thursday, December 6
Time: 3:15 pm
Topic: Annual Ethics Meeting & Holiday Party Happy Hour
Presented by: Elizabeth Jetton, CFP
For more information or questions, please contact Jim Susman at (314) 997-3390.