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Chapter Meeting Schedule

 


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!

Register for FPA of Tulsa Lunch Meeting in Tulsa, OK  on Eventbrite

 

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