2012 Chapter Meeting Schedule: 

Unless otherwise specified, all meetings are on the 3rd Thursday
Time: 11:30 AM - 1:00 PM 
Location: Federal Reserve Bank, 524 Liberty Parkway 
Directions and parking information here
Format: Eat together in a gourmet style cafeteria until 11:55, then move to conference room for presentation.  Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy  lunch and the speaker. 

Registration: $10 members, $15 non-members (see below for more information)

 RSVP: Online or FPA of North Alabama by the Friday before the meeting. Season Ticket holders must RSVP also.

The Federal Reserve is a secure facility. The doors will be opened 11:15 - 11:45.
FPA is committed to pay for each reservation made. If you cannot keep your reservation, notify Pat by Friday before the meeting.  No shows who fail to cancel will be billed $20.

Date: Friday, May 11, 2012 at The Harbert Center
Topic: 11th Annual FPA Symposium
About the Program: 6 hours CE for CFP, CPE, CLE including 2 hours Ethics. 
Speakers: 
Selecting the Best Charitable Donee    Turney P. Berry, Partner
Wyatt, Tarrant & Combs, LLP in Louisville, KY
Brought to us through The Estate Planning Council 

Beyond Retirement Planning:  Planning For the Second Half of Life Elizabeth Jetton, CFP^®
Founder at Elizabeth Jetton Coaching and Consulting Services in Atlanta, GA

CFP® Ethics FPA Webinar Herb Daroff, CFP^®
Baystate Financial Services in Boston, MA
Satisfies 2 Hour Ethics Requirement

Date: Thursday, August 19, 2012
Topic: Income Tax 
Speaker: Jerry Callahan, CPA 
About the Program: 1.0 CE applied for

Date: Thursday, September 20, 2012
Topic: Economic Update  
Speaker: Joe Borg
About the Program:

Date: Thursday, October18, 2012
Topic: Client Behavior
Speaker: Suzette Rothberg
About the Program:

Date: Thursday, November 15, 2012
Topic:  Variable Annuities
Speaker: Brad Stephenson
About the Program:  

Registration: $10 members, $15 non-members

 RSVP: Online or FPA of North Alabama

Pay online or by mail.  This is a two-step process and both registration and payment must be received.

Please make checks payable to FPA of North Alabama and mail to:

Pat Morris
FPA of North Alabama
PO Box 26607
Birmingham, AL 35260-0607

Past Events 2012:

Date: Thursday, April 19, 2012
Topic: 4th Annual Golf Classic 
About the Program: RTJ Oxmoor Valley par 3 course
Lunch at noon, tee off at 1:00
$50 includes green and golf fees, lunch, beverage tickets

Date: Thursday, March 15, 2012
Topic: Succession Planning Panel Discussion 
Speaker: Marc Curles, Bob Straka, Hunter Flack, Chris Phillips
About the Program:  The March meeting for the FPA is a panel discussion with questions
from members of the FPA

Date: February 16
Topic: Economic Update
Speaker: Lesley McClure
About the Program: 1.0 CE applied for

Date: January 19
Topic: Goal Based Investing
Speaker: Dennis Keeley
About the Program: 1.0 CE applied for

Past Events 2011:

Date: November 17
Topic: Estate Planning
Speaker: Amy Adams
About the Program: 1.0 CE applied for

Date: October 27
Topic: Chapter Symposium
Speakers: Nationally known speakers
About the Program: 7.0 CE applied for, including 2.0 Ethics. CPA and Law CE approved
See Symposium page for details and registration.

Date: September 15
Topic: Reverse Mortgage
Speaker: Bob Stine
About the Program: 1.0 CE

Date: August 18
Topic: Angelic Portfolios
Speaker: Joshua Watkins
About the Program:1.0 CE  

Date: May 19
Topic: Ins and Outs of 529s
Speaker: Dan Carlson

Date: April 28
Topic: Golf Classic and Social

Date: February 17
Location: Federal Reserve Building
Speaker: Julius Weyman

Date: January 20
Topic: Economic Update
Speaker: John Boston 

Past Events 2010:

Date: November 18
Topic: Identifying Dementia in Your Clients
CE: 1 hour for CFP and CPA

Date: October 29
Topic: Chapter Symposium
7 hours CE applied for

Date: September 16
Topic: Long Term Care Insurance
1 hour CE applied for

Date: August 19
Topic: Estate Planning 2010 and Pitfalls to Avoid
1 hour CE

Date: May 20
Speaker: Mr. Joe Borg, Alabama Securities Commission Director

FPA of North Alabama 2nd Annual Golf Classic
When: Thursday, April 22^nd
Where: Highland Park Golf Course
Why: Proceeds support FPA of North Alabama's outreach and speaker fund. 

Date: March 25
Topic: To Convert or Not? The Current IRA Thinking on Roths
Panelists: Patti Black, CFP^®, Fred Daniels, Esq., and Lloyd Shelton, CPA  

Date: February 18
Topic: Economic and Market Update
Speaker: Mr. John Boston
1 hour of CE applied for

Date: January 21, 2010 (morning program flyer)
Date: January 21, 2010 (lunch program flyer) 

Past Events 2009:

Date: November 5, 2009
All Day Symposium 

Date: October 15, 2009
Topic: Federal Reserve

Date: September 22, 2009

Date: August 20, 2009
Topic: Roth IRA Conversions

Date: May 21, 2009
Topic: Fixed Asset Markets
Speaker: Bob Smith

Date: April 21, 2009
Topic: Inaugural Golf Classic with meeting prior to shotgun start.
Speaker:  Dr. John Venable

Date: March 26, 2009
Topic: Client / Advisor Relations
Speaker: Richard Wallace

Date: February  19, 2009
Topic: Funding Higher Education
Speaker: Jeanne Smith, CFP^® 

Date: January 15, 2009
Topic: 2009 Economic Outlook
Speaker: Jerry Harris