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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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
AGENDA
| 8:30 AM | Check-in |
| 9:00 AM |
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 |
Presented by David Freeman, Burlington Capital |
| 12:00 PM | Lunch Sponsored by Warner Robinson LLC |
| 12:30 PM |
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.
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
Glacial Till
1419 Silver St
Ashland, NE 68003
https://www.glacialtillvineyard.com/locations
Wealth Management Conference: October 22, 2026
Creighton University Heider College of Business
602 N. 20 St.
Omaha, NE 68102
https://business.creighton.edu/