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.

Past Meetings

November 2021 CE Day

 

November 19, 2021

 

9:00 AM to 4:00 PM

 

Quarry Oaks Golf Club
16600 Quarry Oaks Drive
Ashland, NE 68003
http://www.quarryoaks.com

Join Us In-Person or Online For Our Final 2021 Meeting!

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Breakfast & Multi-disciplinary Case Study

 

October 21, 2021

 

7:30 AM to 10:00 AM

 

Champions Run
13800 Eagle Run Drive
Omaha, NE 68164
https://www.championsomaha.com/

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

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September 2021 CE Day

 

September 24, 2021

 

9:00 AM to 3:00 PM

 

Quarry Oaks Golf Club
16600 Quarry Oaks Drive
Ashland, NE 68003
http://www.quarryoaks.com

Join Us for Our September 2021 CE Day!

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FPA July 2021 CE Meeting

 

July 30, 2021

 

9:00 AM to 3:00 PM

 

Quarry Oaks Golf Club
16600 Quarry Oaks Drive
Ashland, NE 68003
http://www.quarryoaks.com

We're Meeting In-Person Again and Can't Wait to See You!

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The Impact of Money Scripts

 

June 23, 2021

 

10:00 AM to 11:00 AM

 

Via GoToWebinar

Join Us for Our Final 2nd Quarter CE Webinar!

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Understanding Cryptocurrency

 

June 03, 2021

 

2:00 PM to 3:00 PM

 

Via GoToWebinar

Join Us as We Learn About Cryptocurrency!

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Grounding Client to Their Financial Purpose

 

May 19, 2021

 

10:00 AM to 11:00 AM

 

Via GoToWebinar

Join Us and Learn About Grounding Your Client to Their Financial Purpose

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Macroeconomic Outlook for 2021

 

May 11, 2021

 

10:00 AM to 11:00 AM

 

Via GoToWebinar

Join Us for our Next CE Webinar!

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Estate Planning for Financial Professionals

 

April 22, 2021

 

10:00 AM to 11:00 AM

 

Via GoToWebinar

Join Us for an Estate Planning Webinar!

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The Power of a Micro-Niche for CFP® Holders

 

April 08, 2021

 

1:00 PM to 2:00 PM

 

Via GoToWebinar

Join Us and Learn About the Power of a Micro-Niche!

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The Impact of Data Access Webinar

 

March 25, 2021

 

1:00 PM to 2:00 PM

 

Via GoToWebinar

Join Us and Learn About the Current Cyber Data Environment!

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CFP Ethics Webinar

 

March 12, 2021

 

10:30 AM to 12:30 PM

 

via Webinar

Join us on ZOOM from the comfort of your home for CFP Ethics!

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Impact Investing Webinar

 

February 25, 2021

 

9:00 AM to 10:00 AM

 

Via GoToWebinar

Learn How to Generate Sustainable Impact In Your Community!

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Retirement Plans Overview Webinar

 

January 28, 2021

 

10:00 AM to 11:00 AM

 

Via GoToWebinar

Join Us as We Kick Off Our 2021 Programming!

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