May
18
11:00 AM11:00

Client Cognative Impairment

How Do We Begin to Deal with Client Cognitive Impairment Issues?
Louise Schroeder would like to help answer this question. 
Please join us on Thursday, May 18 from 11-1 at the OK Hall of Fame. 
We will have a lunch and learn and would love to see you there.

CFP CE Approved
Please RSVP as soon as possible to fpacentralok@gmail.com.

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Mar
22
8:00 AM08:00

Advocacy Day - Joint EFFORT

FPA of Central Oklahoma and FPA of Tulsa are holding the first joint Capitol Day on March 22nd. 

In preparation for Advocacy Day, there will be a training webinar on Friday, March 19th at 2p.m. CST

There will be an informal reception the night before at Chelino's in Bricktown beginning at 5p.m. where we will have the chance to get to know each other. 

On the morning of Wednesday, March 22nd at the Embassy Suites Medical Center  we will have a refresher course over breakfast with Karen Nystrom, Advocacy Director of the National Financial Planning Association. Following breakfast, we will all go over to the Capitol and talk to our legislators about financial planning. 

The object of our visit with our representatives and senators is to bring them to an understanding that although they may want to call a CPA for answers to financial questions, a CERTIFIED FINANCIAL PLANNER TM practitioner might often be a better option!

Rooms available at Embassy Suites - 741 N Phillips Ave, Oklahoma City, OK 73104 (405) 239-3900

The Embassy Suites Medical Center has a $141 rate (AARP & AAA) or $149/”best” rate for March 21st.

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Feb
21
11:00 AM11:00

Chapter Meeting - "What to Expect When You're Expecting...Low Rates of Return."

Andrew Flinton, CFP® will be speaking to our chapter about "What to Expect When You're Expecting...Low Rates of Return." 

Andrew Flinton currently serves as Executive Vice President and member of the Investment Policy Committee for Retirement Investment Advisors, Inc.

Mr. Flinton is a Certified Financial Planner™ who graduated from the University of Oklahoma with a degree in Economics and a minor in Communications, and has worked as a comprehensive wealth manager since 2007. Mr. Flinton has extensive experience creating and structuring portfolios for executives, retirees, and accredited investors. Mr. Flinton specializes in the areas of investments and asset allocation, retirement distribution planning, and social security planning. Mr. Flinton is responsible for extensive research that helps guide the Investment Policy Committee.

This meeting will be Sponsored by our partner, First Trust. 

We will come together for this meeting at the Oklahoma Hall of Fame. An exciting NEW venue for us, located on Classen Dr. (not Classen Blvd). 

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Oct
18
11:00 AM11:00

Dual CE Pending - Core Income Advisors presents Annuity Analytics & Valuations

  • Urban Market - Meeting Room on R-3 (map)
  • Google Calendar ICS

Dual CE Pending

Dan Slater of Core Income Advisors will be coming to OKC to speak to our chapter about Annuity Analytics and Valuations. Dan grew up on a farm in Minnesota and attended the US Air Force Academy and University of St. Thomas. Dan attained his BS in Actuarial Science in 2001, he then worked at a leading insurance company for 8 years as a product actuary. Dan then moved to a marketing organization to develop relationships with financial professionals. He is married to Ellen and they have 3 boys. He enjoys sports, time outdoors, and working on the family farm.

Sponsored by: Core Income Advisors

11:00-11:30 - Find a seat and get your lunch
11:20 - Announcements
11:30-12:30 - CE
12:30-1:00 - Q&A

 

 

 

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Aug
16
11:00 AM11:00

Vanguard Presents "Investor Attitudes about Advisors"

  • 50 Penn Place - Urban Market Meeting Room R-3 (map)
  • Google Calendar ICS

CHAPTER MEETING 

PRESENTED AND SPONSORED BY: VANGUARD FINANCIAL ADVISOR SERVICES

Investor Attitudes about Advisors presented by Eric Pickens, CFP® , CIMA®

Vanguard has partnered with Spectrem Group, an industry leader in capturing the voice of the affluent investor, to bring you the latest trends in the outlook and behavior of more than 9,000 mass affluent, millionaire, and ultra-high-net-worth (UHNW) respondents.
Eric Pickens is a Sales Executive for Vanguard Financial Advisor Services.  He serves RIAs, providing investment expertise and practice management solutions to many of the most prominent independent firms within Texas and the surrounding states.  Prior to this role, Mr. Pickens was a Client Administration Manager within Vanguard's Institutional Investor Group, accountable for the retirement plan administration of key institutional relationships.  Mr. Pickens has been with Vanguard for 14 years.  He has a bachelor's degree in Business and Economics from Arizona State University and holds the CFP and CIMA designations.
 

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Jul
19
11:00 AM11:00

Legislative Update 2015: What’s New in Life and Health? DUAL CE Approved

  • 50 Penn Place Urban Market - Meeting Room on R-3 (map)
  • Google Calendar ICS

Approved for CFP & Insurance Continuing Education

We will have Dr. Rick Farmer from Extra Point Productions to provide expert Oklahoma insurance continuing education training. (CFP CE Pending) Dr. Rick Farmer is an innovative and award winning teacher...

We graciously thank our sponsor, Mr. Pete Mätter, CMFC, Regional Vice President of W.E. Donoghue & Co., Inc.....

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Property & Casualty Insurance at Top Golf
May
17
3:00 PM15:00

Property & Casualty Insurance at Top Golf

As Oklahoman's we know what the month of May brings! **CRAZY WEATHER** and very likely, a call to the insurance company!


We would like for you to join us to learn how to help your clients understand property and casualty insurance a little better. Please mark your calendar for a FUN & EDUCATIONAL event at Top Golf where on Tuesday, May 17th at 3:00p.m. we will have food, golf, and a presentation by Levi Wade, CFP®. In addition to being a CFP® practitioner, Levi also carries multiple other licenses in the insurance and financial services industry. He graduated from the University of Oklahoma with a B.A. in Finance in 2005, and received his CFP® designation in 2009. Over the last 10 years he has been helping his clients with council to meet both their Insurance and Financial needs. 

Please RSVP by Friday, May 6th

DUAL CE: CFP & Insurance

FREE Meeting
 

A BIG THANK YOU to our sponsors:
COUNTRY Financial® & ProShares

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Apr
19
11:00 AM11:00

Ethics presented by Peggy Doviak, CFP®, PhD.

FPA Annual Ethics CE - 11:30a.m. - Urban Market Meeting Room on R3 at 50 Penn Place

Lunch will be provided at 11:00a.m.

Our speaker will begin her presentation at 11:30a.m.

A BIG THANK YOU to our partner ~

 AMG Funds provides access to premier asset managers through a unique partnership where the investment managers are truly independent. We are not beholden to a single investment approach or a single manager in delivering quality investment solutions. This innovative approach leverages each manager’s specific expertise to deliver products that cover the complete asset class spectrum. Delivering the talents of all of these portfolio managers under a consolidated platform allows AMG Funds to offer unmatched access to specialized investment expertise.

AMG Funds provides access to premier asset managers through a unique partnership where the investment managers are truly independent. We are not beholden to a single investment approach or a single manager in delivering quality investment solutions. This innovative approach leverages each manager’s specific expertise to deliver products that cover the complete asset class spectrum. Delivering the talents of all of these portfolio managers under a consolidated platform allows AMG Funds to offer unmatched access to specialized investment expertise.

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Jan
19
11:30 AM11:30

Practice Management - Hot Topics

FPA CHAPTER MEETING in the Urban Market Meeting Room at 50 Penn Place

With the decline in oil, increase in interest rates, collapse of the chinese market, and Department of Labor changes to the fiduciary rule, we will all have impacts to our practice. Please join us for a friendly discussion about these points.

Bring a Brown Bag lunch.

 

 

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Nov
17
11:00 AM11:00

U.S. and Oklahoma Economic Update - FED Chapter Meeting ((1.5 Hrs CE))

  • Urban Market 50 Penn Place-3rd Retail Level (R-3) (map)
  • Google Calendar ICS

Please join our Lunch & Learn

Megan Williams from the Federal Reserve Bank’s Oklahoma City Regional Office will speak at 50 Penn Place from 11:30a.m. to 1p.m. Ms Williams will give an overview of the US, Midwest and Oklahoma economy, along with a discussion of specific economic indicators (e.g. monetary policy, employment, housing, inflation, GDP, energy, agriculture and banking).

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Aug
18
11:00 AM11:00

Medicare, The Big Picture & The Details - Chapter Meeting ((1.5 Hrs CE))

  • Urban Market 50 Penn Place-3rd Retail Level (R-3) (map)
  • Google Calendar ICS

Please join our Lunch & Learn, FREE Lunch and CE                                       (RSVP to fpacentralok@gmail.com) 

Medicare, The Big Picture & The Details will be presented by Louise Schroeder, CFP(R) of Personal Financial Solutions, Inc. out of Stillwater, OK. 

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Jul
30
10:30 AM10:30

Board Meeting - Conference Call

We will discuss the August & November meetings

2016 FPA dues structure changes 

ComPsych meeting presented by John Clement, CFP(R) & moving forward with ComPsych in the future

2016 Meeting Topics/Speakers

Social gathering in the near future

Plus the regular committee updates

 

All members are welcome to join this call, for call-in information, please call or email Symphony Charles at 405-848-9826 or fpacentralok@gmail.com

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Feb
17
11:00 AM11:00

Ethics - CFP Board Approved

Peggy Doviak, CFP(R) of DM Wealth in Norman, OK will be presenting CFP Ethics for continuing education. 

This event will be free to members and colleagues and will include lunch.

Come join our chapter kick off the new year with a lively discussion around being Ethical! 

We will be at 50 Penn Place in the Retail 3 Community Room, this is the meeting room on R3 with the French doors. 

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