|
Upcoming FPA
Events |
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2008
DATES |
EVENTS
Highlighted Events Indicate Greater Cincinnati
Chapter Meetings |
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Mar 13 |
FPA, Greater Cincinnati Chapter Meeting |
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Topic: |
The Disability Insurance Market Place:
Market
Trends & Overcoming Client
Concerns & Objections
|
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Speaker: |
Kevin J. Quinn, CLU, RHU |
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Time: |
2:00pm-2:30pm-Reg/Networking
2:30pm-5:00pm-Meeting/Programs |
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Location: |
Sharonville Convention Center
11355 Chester Road |
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Register: |
Send Email to:
admin@fpacinti.org
or call 513-554-3063
Click Here to View Full Meeting Details |
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Mar 18 |
FPA – Virtual Learning (Live Virtual Seminar) |
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Topic: |
Fiduciary Standards of Conduct |
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Speaker: |
FPA Chair Nicholas A. Nicolette, CFP®,
FPA Managing Director Duane Thompson and Task Force Chair Charles
Hughes, CFP® |
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Time: |
2:00pm-3:00pm |
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Location: |
Online |
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Register: |
Click Here for More Info & to Register |
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Mar 19 |
FPA – Virtual Learning (Live Virtual Seminar) |
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Topic: |
Elder Planning in the New Era |
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Speaker: |
Cynthia E. Zalewsky, CFP®, CSC® |
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Time: |
12:00pm-2:00pm |
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Location: |
Online |
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Register: |
Click Here for More Info & to Register |
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Apr 16 |
FPA – Virtual Learning (Live Virtual Seminar) |
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Topic: |
Social Security: Where is it now?
Where is it going? |
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Speaker: |
Kathryn Capage CFP®, CSC® |
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Time: |
2:00pm-3:00pm |
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Location: |
Online |
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Register: |
Click Here for More Info & to Register |
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Apr 25 |
FPA – Virtual Learning (Live Virtual Seminar) |
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Topic: |
Engagement Standards:
Mastering Ideal Client Relationships |
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Speaker: |
Tracy Beckes, MBA |
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Time: |
2:00pm-3:30pm |
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Location: |
Online |
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Register: |
Click Here for More Info & to Register |
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May 1 |
West Chester-Liberty Foundation
|
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Topic: |
Professional Advisor Conference |
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Speaker: |
See Program for Details |
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Time: |
8:00am-5:00pm |
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Location: |
Savannah Center at Chappell Crossing
5533
Chappell Crossing
West
Chester, Ohio 45069 |
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Register: |
Click Here to View Full Meeting Details |
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May 8 |
Disability Awareness Day |
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Topic: |
Click Here to View Conference Program |
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Speaker: |
See Program for Details |
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Time: |
See Program for Details |
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Location: |
Fort Lauderdale, FL |
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Register: |
Click Here to View Full Meeting Details |
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May 31-June 4 |
FPA Retreat |
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Topic: |
Click Here to View Conference Program |
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Speaker: |
See Program for Details |
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Time: |
See Program for Details |
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Location: |
Fort Lauderdale,
FL |
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Register: |
Click Here to View Full Meeting Details |
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June 5 |
FPA, Greater Cincinnati Chapter Meeting |
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Topic: |
To Be Announced |
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Speaker: |
To Be Announced |
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Time: |
8:30am–11:30am |
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Location: |
Sharonville Convention Center
11355 Chester Road |
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Register: |
Send Email to:
admin@fpacinti.org
or call 513-554-3063
Watch Your Email for Meeting Announcement |
|
June
19 |
The Greater Cincinnati Foundation |
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Topic: |
Preserving Family Assets: The Marriage
of Estate Planning and Charitable Giving |
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Speaker: |
Turney Berry of Wyatt, Tarrant & Combs,
LLP |
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Time: |
8:00am-Noon |
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Location: |
To Be
Announced |
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Register: |
Send
Email to:
thompsonm@greatercincinnatifdn.org
|
|
July 25-
July 27 |
FPA NexGen |
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Topic: |
Click Here to View Conference Program |
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Speaker: |
See Program for Details |
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Time: |
See Program for Details |
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Location: |
St. Cloud,
MN |
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Register: |
Click Here to View Full Meeting Details |
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Aug 11 |
Goldencare Financial Planning LTCi
Division Partnership Plan |
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Topic: |
Certification Workshop - 8 Hrs
Insurance & CFPR CEU |
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Speaker: |
Call for Details |
|
Time: |
8:00am
- 5:00pm |
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Location: |
Crowne
Plaza Hotel |
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Register: |
Call
for 1-888-533-1503 |
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Sept
17 |
FPA, Greater Cincinnati Chapter New Member Breakfast |
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Topic: |
New Member Breakfast Meeting |
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Speaker: |
NA |
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Time: |
8:00am-9:00am |
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Location: |
Panera Bread
Hyde Park Plaza
3806 Paxton Avenue
Cincinnati, OH 45209 |
|
Register: |
Send Email to:
admin@fpacinti.org
or call 513-554-3063
Watch Your Email for Meeting Announcement |
|
Sept 18 |
FPA, Greater Cincinnati Chapter
Chapter Meeting |
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Topic: |
Social Security & Medicare |
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Speaker: |
Susan Denny with the
Social Security Administration |
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Time: |
11:00am
- 1:30pm |
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Location: |
Sharonville Convention Center |
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Register: |
Send Email to:
admin@fpacinti.org
or call 513-554-3063
Watch Your Email for Meeting Announcement |
|
Oct 4 -7 |
FPA National Convention |
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Topic: |
Click Here to View Conference Program |
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Speaker: |
See Program for Details |
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Time: |
See Program for Details |
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Location: |
Boston,
MA |
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Register: |
Click Here for Registration Information |
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Nov 7-9 |
FPA Chapter Leaders Conference |
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Topic: |
Information Coming Soon |
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Speaker: |
To Be Announced |
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Time: |
To Be Announced |
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Location: |
Broomfield,
CO |
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Register: |
Information Coming Soon |
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Dec 11 |
FPA, Greater Cincinnati Chapter Meeting |
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Topic: |
Annual Round Table Meeting with
2008/2009 Tax Update |
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Speaker: |
John Michael, Tax partner at Grant
Thornton |
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Time: |
2:00pm-6:00pm |
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Location: |
Cincinnati Art Museum
953 Eden Park Drive |
|
Register: |
Send Email to:
admin@fpacinti.org
or call 513-554-3063
Watch Your Email for Meeting Announcement |
|
FPA Future National Events – Save
the Dates |
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Oct 10-13, 2009 |
FPA National Conference, Anaheim, CA
|
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Oct 9-12, 2010 |
FPA National Conference, Denver, CO |
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Sep 15-18, 2011 |
FPA National Conference, San Diego, CA |
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Sep 29-Oct 2, 2012 |
FPA National Conference, San Antonio, TX |
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