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.

July 17th Chapter Meeting: Glacial Till, Ashland, NE

 

July 17, 2026
8:30 AM - 3:00 PM
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Glacial Till
1419 Silver St
Ashland, NE 68003
https://www.glacialtillvineyard.com/locations
Directions

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AGENDA

  8:30 AM Check-in
  9:00 AM


Maximizing Business Value Through Executive Compensation & Succession Planning

Presented by: Connor Lacy & John Bruckner, The McFarland Group

10:00 AM Unlocking Tax Alpha with Direct Indexing
Presented by Bill Schwartz, Eaton Vance
11:00 AM


Real Recovery: Looking at Alternative Investments

Presented by David Freeman, Burlington Capital

12:00 PM Lunch Sponsored by Warner Robinson LLC
12:30 PM


Crack the Code: Cost Segregation 101 Explained

Presented by: Todd Malouf, Warner Robinson LLC

  1:30 PM Multifamily Housing as an Integral Part of Alternative Investing
Presented by: Adam Kirshenbaum, Metonic
  2:30 PM
Drinks & Networking

CE CREDITS

Pending approvals, the morning session will provide three (3) hours – and the afternoon session will provide two (2) hours of credit for CFP, NE Life Insurance and IAR*.
*$50 additional fee for IAR credit. 

REGISTRATION FEE

  • $75 FPA Member - Full day
  • $50 FPA Member - Half Day
  • $100 Guest - Full Day
  • $70 Guest - Half Day
  • $50 - IAR add on (full day only)

Those who have purchased a season pass can register with the code that was sent upon purchase. IAR add on required for season pass holders who need IAR credit. 

REGISTRATION

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

QUESTIONS

Email [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.

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Tickets

$75.00 Member - Full-Day

$50.00 Member: Half-day

$100.00 Guest: Full-day

$75.00 Guest: Half-day

$50.00 IAR Credit

Future Meetings

July 17th Chapter Meeting: Glacial Till, Ashland, NE

 

July 17, 2026

 

8:30 AM to 3:00 PM

 

Glacial Till
1419 Silver St
Ashland, NE 68003
https://www.glacialtillvineyard.com/locations

Join Us For A Full Day of CE

Register Now View Details ►

 

 

Wealth Management Conference: October 22, 2026

 

October 22, 2026

 

8:00 AM to 4:00 PM

 

Creighton University Heider College of Business
602 N. 20 St.
Omaha, NE 68102
https://business.creighton.edu/

Featured Speaker: Carl Richards

View Details ►