2013 Chapter Meeting Schedule

"Social Security - What Financial Planners need to Know" & "How this Low interest rate environment is changing Financial Planning"


What: CE Seminar - 2 hours, 2 topics
Date: Thursday, February 28th, 4-6pm
Location: Farm Bureau/Securian Advisors • 1323 Boyson Rd• Hiawatha • IA

Cost:  Free for FPA members. $20 fee for non-member guests   
  

This event is approved for 2 hours of CE for CFPs and insurance professionals   

Facilitators: Yana Morgan, Weitz Investments & Julie Cole 

 

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

 

 


 

 

 

 

TOPIC - TBA

 

 

 

 

 

 

What: CE Seminar

Date: Thursday, May 23, 2013, 4-6:00pm
Location: VGM, 1107 W San Marnan Dr, Waterloo IA

 

Cost:  Free to FPA members.  $20 fee for non-member guests    

 

Speakers:  David Beaty, CLU, ChFC is designing a program for Financial Planners

CE approval is pending for 2 hours of continuing education. 

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

 

 


 

 

"Ethics - What would you do?

What:  Ethics Seminar  

Date:  Tuesday August 13, 2013   4-7pm

Where:  Farm Bureau/Securian Advisors, 1323 Boyson Rd Hiawatha

 Facilitator:  Julie Cole, CFP®                                                                                                 

This program is intended to satisfy the 2-hour Ethics CE requirement for CFPs and 3 hours for insurance professionals. 

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

 


 

"How Current Tax Laws can Influence our Many Financial Decisions"

What:  2-hour CE seminar

Date:  Tuesday, October 8, 2013  4-6:00pm

Where:  Okoboji Grill, Independence IA

Facilitator:  Rich Brandhorst, CFP®

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

 

 

 

 

                                

 

 

 

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