2013 Chapter Meeting Schedule

"Econmic Outlook" and "Ownership, Beneficiaries and other issues that cause problems in estates"

When:  Thursday, February 13th, 4:00 - 6:00 PM

Where:  Cedar Rapids Bank and Trust Co, 500 1st Ave NE, Cedar Rapids IA

This seminar is approved for 2 hours of CE for CFP®s and Iowa Insurance producers.  The class is approved for 3 hours of CE for Iowa Insurance Producers and 2 hours of ethics for CFP® Professionals.

Cost:  Members - free for 2-hour of CE.  $25 for Non-member guests  

 Facilitators: Bryan Halverson, Columbia Management Investment Advisors and DJ Smith, JD.

 

Registration/Questions:  Call Julie Cole at 319-310-8128 or email fpaeasterniowa@gmail.com

 

 


 

 

 

"Elder Issues" and "Making your business entity More Valuable"

What:  CE Seminar - 2 hours

Date:  Thursday, May 1st

Location:  Farm Bureau office, 1323 Boyson Rd, Hiawatha IA 

2-hours of CE for Insurance Professionals and CFP®s is pending approval. 

 

Cost:  Free for members - $25 for non-members

 

Facilitators:  Rick Seger, JD, CLU - Senior Vice President of Trust Services at Guaranty Bank and Trust Company and Scott, CPA, MBA, McGladrey & Pullen CPAs and Consultants

Registration/Questions:  Call Julie Cole at 319-310-8128 or email fpaeasterniowa@gmail.com

 

 

 

 

 

 

 

 

 

 

 


 "Ethics for CFPs and Insurance Professionals"

When:  Thursday, August 7th 2:00 - 5:00PM

Where:  VGM, 1107 San Marnin Dr, Waterloo, IA

Facilitator:  Julie Cole, CFP, FLMI

 


 

 

 

 

 

                                

 

 

 

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