Join Us for A Multi-Disciplinary Case Study and Receive 2 Hours of CE!

Join us for a joint program as FPA, FSP and NAIFA bring Omaha area financial professionals together for breakfast, networking and a 2-hour case study. Rob Wellendorf will moderate and lead a multi-disciplinary panel discussing the case study “Golucki Family: Navigating the Complex Issues of the Closely-Held Business: A View from a Collaborative Team”. Panelists include FPA Nebraska’s Katie Bruno (financial planner), Doug Hoops (life insurance), Adrian Lape-Brinkman (accountant) and Bill Foley (attorney).

This program can be attended either in-person at Champions Run or online via Zoom.

This program offers 2 hours of credit for life insurance, legal, accounting and CFP (pending approvals). A general certificate is available for self-reporting additional designations (PACE, CAP, AEP, etc.).

When:

Thursday, October 21, 2021

7:30 AM : Breakfast & Networking

8 – 10 AM: Case Study with Panelists

Registration:

Click here to register by Monday, October 18, 2021.

This event is FREE for all chapter members of FPA Nebraska, FSP Omaha and NAIFA. Non-members and guests - $50.

Questions?

Contact the FPA Office @ [email protected]