2014 Chapter Meeting Schedule

 

 

 


 "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

Cost:  $30 for FPA members or $40 for non-FPA members

This program is intended to fulfill the 2-hours ethics requirement for CFP professionals and the 3-hour ethics requirement for Iowa insurance professionals.  

Questions:  email fpaeasterniowa@gmail.com or call 319-310-8128

  


 

 "Case Studies in Financial Planning"

When:  Thursday, October 28th

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

What:  2-hours of CE for CFP Professionals and Iowa Insurance Professionals

This program will look at family situations where financial planning is gravely needed.  Our participants and experts will address the planning issues and options available to the family. 

Costs:  Free for current FPA members.  $25 fee to non-members

 

 

 

 

                                

 

 

 

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