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.
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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
Salvation Army North Corps
2401 Manderson St.
Omaha, NE 68111
https://www.salvationarmyusa.org/ne/omaha/pratt-st-corps/
Nov 6- Pro Bono
Salvation Army North Corps
2401 Manderson St.
Omaha, NE 68111
https://www.salvationarmyusa.org/ne/omaha/pratt-st-corps/
Nov 13 - Pro Bono
Salvation Army North Corps
2401 Manderson St.
Omaha, NE 68111
https://www.salvationarmyusa.org/ne/omaha/pratt-st-corps/
