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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FPA July 2021 CE Meeting
July 30, 2021
9:00 AM - 3:00 PM
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Quarry Oaks Golf Club
16600 Quarry Oaks Drive
Ashland, NE 68003
http://www.quarryoaks.com
Directions
Join us as we resume in-person meetings and earn up to 5 hours of continuing education!
8:30 AM: Check-in, coffee & juice available
9 AM – 12 PM: Morning Session
This session offers three hours of CE for CFP, NE & IA Life Insurance, Legal, Accounting and PACE (pending approvals).
- 9 AM: Medicare Marketplace & Future Trends (Craig Taylor, CLF, MA, DIA, CLTC, Senior Market Sales)
This program is designed to review the basic parts of Medicare, why Medicare Supplement insurance is so important and the direction that Medicare Supplement is heading in the future.
- 10 AM: How Much Life Insurance Do I Need? (Eryka Morehead, Collaborative Planning Group)
How much life insurance do my clients really need? This presentation will discuss how to come up with the right amount of life insurance for your client and how to manage client expectations with regards to lifestyle after a premature death or disability. Hear real-life examples to further understand how life insurance fits into the financial planning process.
- 11 AM: FAFSA Changes that Will Impact Your Clients (Cozy Wittman, College Inside Track)
Unbeknownst to most, the COVID relief bill passed at the end of 2020 included some significant changes to the FAFSA. These changes will likely be a huge disruption in the college planning landscape that will require new strategies for your clients. There are distinct winners and losers with the new legislation. These changes sit on top of the massive changes to the college process in the last 2 years, including how colleges award scholarships, ACT testing cancellations and rules for how/when colleges can offer deals to families. This presentation will educate advisors around the impact the changing landscape will have on their clients and provide opportunities to be able to work with multiple generations.
12 PM Lunch Buffet (included in all full day and half day registrations)
1 PM – 3 PM: Afternoon Session
This session offers two hours of CE for CFP, NE & IA Life Insurance, Legal, Accounting and PACE (pending approvals).
- 1 PM: Economic Forecast for 2021 – Coming Out of a Pandemic (Dr Eric Thompson, H. Nelson Professor of Economics and Director, Bureau of Business Research, UNL)
Join UNL’s Dr Eric Thompson as he presents what area economists are projecting for the state’s economy in the coming months as we come out of a once-in-a-lifetime pandemic. The program will focus on key industries that will be affected, trends in the agricultural sector and more.
- 2 PM: The Effects of Water in Farmland Valuation (Eric Geiger, Land Manager, Peoples Company)
This presentation will explore how farmland is valued and specifically how different types of water can affect the valuation. We will cover both surface and groundwater and the delivery system of surface water from the mountains to the field. We will also learn about the value of farmland with regards to water rights and how they are issued or adopted. (This presentation was approved for Insurance CE)
3 PM: Who wants ice cream?
Plan to stay for a few minutes after the last program for complimentary ice cream sundaes
Register online or contact the FPA Nebraska office. Registration fees can be paid online or at the door by cash, check or credit card.
Tickets
$40.00 FPA Member - half day
$60.00 FPA Member - full day
$60.00 Guest - half day
$90.00 Guest - full day
$0.00 2021 Season Pass Holder (previously purchased)
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/