Attend a Leading Educational Event for Wealth Management Professionals 2016 Tuesday, October 18, 2016 9:00 am - 3:00 pm Creighton University Heider College of Business Register by October 1st and receive early registration prices. $79 - FPA Members and CFA Society of Nebraska Members $99 - General Public and Wealth Management Professionals $29 - Students The regular event price is $99 for members and $119 for non-members. Seats are limited. Register online at FPAnebraska.com For full conference details, please visit FPAnebraska.com
The Nebraska Wealth Management Conference is a special event organized by the Financial Planning Association of Nebraska and Creighton University. Join us for a full day focused on future innovative trends and applications! This year s program will be packed with value you are bound to pick up several great ideas that you can put into practice immediately to help grow and enhance your business and your career. The event will provide up to four hours of continuing education credit for CFP, CIMA, Nebraska & Iowa Insurance, CPE (Accounting), CLE (Legal) and PACE. More than 200 of Nebraska s leading wealth management professionals attended last year s Conference. Whether you re an experienced practitioner or preparing to earn your CFP or CFA marks, the Nebraska Wealth Management Conference is a can t miss event. Tuesday, October 18 th from 9:00am - 3:00pm Creighton University Heider College of Business 602 North 20th Street Omaha, Nebraska 68102 There will be free event parking onsite next to the event. Schedule of Events (subject to change) Registration & Breakfast 8:30am - 9:00am Opening Session 9:00am - 9:50am Featured Speakers: David Shapiro, Brad Klontz, Mary Beth Franklin & David Hulstrom First Breakout Session 10:00am - 10:50am David Shapiro: The Equity Finance Instrument (EFI) Dr. Brad Klontz: Financial Psychology 101: An Introduction Mary Beth Franklin: Social Security: Long-term Prognosis/Retirement Planning David Hulstrom: Investment Math An Examination (Debunking?) of Widely Held Investment Beliefs Using Simple Math
Second Breakout Session 11:00am - 11:50am (Repeats of first breakout session) David Shapiro: The Equity Finance Instrument (EFI) Dr. Brad Klontz: Financial Psychology 101: An Introduction Mary Beth Franklin: Social Security Long-term Prognosis & Retirement Planning David Hulstrom: Investment Math An Examination (Debunking?) of Widely Held Investment Beliefs Using Simple Math Lunch With Exhibitors Featuring a special Q&A with Dr. Ted Klontz 12:00pm - 1:00pm Third Breakout Session 1:10pm - 2:00pm Panel discussion with Bob Johnson, Dr. Charles Chaffin & Dr. Anthony Hendrickson: The Future of Financial Industry Education David Perkins, CFA Healthcare Investing: Winds of Change David Hulstrom Alternative Investments - A Critical Examination Fourth Breakout Session 2:10pm - 3:00pm Panel discussion with Rob Randels & other panelists to be announced: Hidden Investment Risks Sara Boyd Doing Good Across Generational Divides Joanna Swanson & Amelis Long Nebraska s ENable Savings Plan: Achieving a Better Life Experience (ABLE) Cocktail Reception with Exhibitors 3:00pm - 4:30pm Register Today at FPAnebraska.com CFP, CIMA, CPA, Insurance and Legal Continuing Education credits included for each eligible course.
2016 Wealth Management Conference Attendee Registration Form Tuesday, October 18, 2016 9:00 am 3:00 pm Creighton University Heider College of Business 602 North 20th Street, Omaha, NE 68102 I am a: FPA Nebraska Member CFA Society of Nebraska Member Non-Member Student First/Last Name Industry Designations Company Address City State Zip Phone Fax Email Choose One: FPA/CFA Member Earlybird $79 (through 9/30) FPA/CFA Non-Member Earlybird $99 (through 9/30) FPA/CFA Member $99 (starting 10/1/16) FPA/CFA Non-Member $119 (starting 10/1/16) Student $29 Online registration is available at FPAnebraska.com Concurrent Sessions (please select one in each time frame this will help greatly with CE reporting): 10:00 a.m.: David Shapiro Dr. Brad Klontz Mary Beth Franklin David Hulstrom 11:00 a.m.: David Shapiro Dr. Brad Klontz Mary Beth Franklin David Hulstrom 1:10 p.m.: Financial Industry Education Panel discussion David Perkins David Hulstrom 2:10 pm: Hidden Investment Risks Panel discussion Sara Boyd Joanna Swanson/Amelis Long Payment Options: VISA Mastercard American Express Discover Paying By Check* Name on Card Card Number Exp Date Billing Address of Card City/State/Zip (of billing address of card) Security Code On Back Of Card Authorized Signature * Make check payable to FPA Nebraska Note: When you provide a check as payment, you authorize us to either use information from your check to make a one-time electronic fund transfer from your account or to process the payment as a check transaction. When we process the check, funds may be withdrawn from your account as soon as the same day we receive your payment. You will not receive your check back from your financial institution. Signed Date Mail completed form to: FPA Nebraska PO Box 24133 Omaha, NE 68124 OR FAX TO: 877-355-9226 Questions? Email Joe Pittman at fpa@cam-omaha.com or call 402-397-0280 Refunds for cancellations before October 7, 2016 may be granted upon written request and decision of conference management, less an administrative fee of $25. No refunds for cancellations or no shows after October 7, 2016; however, you may send a substitute.
2016 FPA of Nebraska PO Box 24133 Omaha, Nebraska 68124 First Name Last Name 12345 Street Address City, ST 12345 TD Ameritrade, FPA of Nebraska, Creighton University, and the other entities named are separate and unaffiliated firms, and are not responsible for each other s services or policies. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.