Meeting/Event Information

General Membership meetings are typically held the third Friday of every other month.  Meetings will be held at different locations (please check the meeting page information) and typically begin between 9:00 AM and 10:00 AM and end by 3:00. Visitors are welcome, however, advance registration is required.

Most meetings provide 4-5 hours of continuing education.

May 15th Chapter Meeting

 

May 15, 2026
8:30 AM - 3:30 PM
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UNO Business Activity Center Room 162 Mammell Hall
6708 Pine St
Omaha, NE 68106
https://www.unomaha.edu/college-of-business-administration/mammel-hall/index.php
Directions

AGENDA

8:50 AM: Welcome, FPA NE President Dan Witt

9:030 AM - Erin Saxby, AI for Financial Planners: Practical Applications and Opportunities

10:00: Jane Liu, Ph.D., Stablecoins and the Financial System: Risks, Opportunities, and Market Implications

11:00: Ian McGregor: Adjusting the Dials for 2026

12:00 PM - Lunch

1:00: Matt Otteman, 2026 Nebraska State Tax Updates and Key Issues 

2:00 PM - Nick Niemann: The Family Enterprise Initiative: The Ultimate Game Plan for Building Generational Wealth, Leadership, and Legacy

3:00 PM - Conclude

(All times are listed in Central Time)

CE CREDITS

This meeting offers 5 hours of education for CFP, IAR, legal, accounting, and insurance pending approvals. 

REGISTRATION FEE

  • $75 FPA Member - Full day
  • $50 FPA Member - Half Day
  • $100 Guest - Full Day
  • $75 Guest - Half Day

REGISTRATION OPTIONS

  • Register by selecting the "Register" button below
  • Zoom registrants will receive an e-mail with the login information the day before the program

QUESTIONS

Contact Stacie Sarasio at [email protected]

Virtual Attendance Disclaimer

By choosing to attend this meeting virtually, attendees acknowledge and accept that the online experience may differ from the in-person event. The hosting organization is not responsible for any technical difficulties, interruptions, or limitations related to internet connectivity, audio or video quality, or access to meeting features. Virtual attendees are responsible for ensuring they have the necessary equipment, software, and internet connection to participate. Due to the nature of remote attendance, some elements of the meeting—such as networking opportunities, interactive sessions, or live demonstrations—may be limited or unavailable. Participation in the virtual format signifies agreement to these terms.

Tickets

$75.00 FPA Member - Full Day

$100.00 Guest - Full Day

$50.00 FPA Member - Half Day

$75.00 Guest - Half-day

Future Meetings

Oct 30 - Pro Bono

 

October 30, 2026

 

1:00 PM to 2:30 PM

 

Salvation Army North Corps
2401 Manderson St.
Omaha, NE 68111
https://www.salvationarmyusa.org/ne/omaha/pratt-st-corps/

Volunteer Opportunity: FPA NE Pro Bono Program with Salvation Army

Register Now View Details ►

 

 

Nov 6- Pro Bono

 

November 06, 2026

 

1:00 PM to 2:30 PM

 

Salvation Army North Corps
2401 Manderson St.
Omaha, NE 68111
https://www.salvationarmyusa.org/ne/omaha/pratt-st-corps/

Volunteer Opportunity: FPA NE Pro Bono Program with Salvation Army

Register Now View Details ►

 

 

Nov 13 - Pro Bono

 

November 13, 2026

 

1:00 PM to 2:30 PM

 

Salvation Army North Corps
2401 Manderson St.
Omaha, NE 68111
https://www.salvationarmyusa.org/ne/omaha/pratt-st-corps/

Volunteer Opportunity: FPA NE Pro Bono Program with Salvation Army

Register Now View Details ►

 

 

November 2026 Chapter Meeting

 

November 20, 2026

 

8:30 AM to 2:30 PM

 

fnbo
14010 FNB Pkwy
Omaha, NE 68154
https://www.fnbo.com/

Attend in person or online and earn 5 hours of CE.

Register Now View Details ►