* Click the button above to register for our upcoming chapter meeting! *
FPA Quick Links
Please note: These links will take you to FPA National's Web site.
* Click the button above to register for our upcoming chapter meeting! *
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.
Monthly Luncheons: (CE series)
are held the 1st Wednesday of every month
from 11:30 am - 1:00 pm at
TiAmo Italian Ristorante
located at 6024 S. Sheridan (61st & Sheridan)
Wednesday, April 3, 2013
11:30 am - 1:00 pm
Monthly CE Luncheon
Topic: Structured Notes
Speaker: Jeff Stewart, SIP America
Wednesday, May 1, 2013
11:00 am - 1:30 pm
Monthly CE Luncheon
Topic: Fixed Income Market Dynamics
Speaker: Ann McAdams, Pimco Funds
Wednesday, June 5, 2013
11:30 am - 1:00 pm
Monthly CE Luncheon
Topic: The year of the Fiduciary (focuses around a changing 401(k) environment
Speaker: John Robertson, John Hancock
1 hour CFP CE, 1 hour CPE & 1 hour OK Insurance - Approved
Wednesday, July 3
NO Monthly CE Luncheon
Wednesday, August 7, 2013
11:30 am - 1:00 pm
Monthly CE Luncheon
Wednesday, September 4, 2013
11:00 am - 1:30 pm
Monthly CE Luncheon
Topic: TBD
Speaker: Patrick Bardsley, American Funds
Wednesday, October 2, 2013
8:30 am - 2:30 pm
Symposium
Double Tree Warren Place
Wednesday, November 6, 2013
11:30 am - 1:00 pm
Monthly CE Luncheon
Joint meeting with FSP
Topic: What's Up on Capitol Hill?
Speaker: Thomas Rowley, Invesco
Wednesday, December 4, 2013
11:00 am - 1:30 pm
Monthly CE Luncheon
Channel 2 - Call In Panel
10:45 am - Noon on Tuesday
April 2
May 7
June 25
August 13
September 24
November 5
December 17
***Postcards and/or e-mails are sent as reminders before each event. If you are not currently receiving e-mail reminders or if your address has changed, please contact our Chapter Executive, Tiffany Chaney.
***If you have additional questions or suggestions for upcoming meetings, please contact our chapter Program Director, Gordon Robinson, CFP®
Board Meetings:
Held on the 2nd Thursday of each month - 8:15 am at the Ameriprise Office located at 7712 S. Yale Avenue, Suite 240.
Dates:
April 11, May 9 (will be held at The Mutual Fund Store - south of 81st & Memorial), June 13, July 11, August 8, September12, October 10, November 14, December 12
All are welcome to attend!