Dan Kullman will be our guest speaker. You will receive 3 Hrs. of CE credit, so be sure you save this date. The training will be held at the Oklahoma Hall of Fame on 13th and Shartel, in OKC. Please RSVP to Marguerite@dmwealth.com, or you may give me a call 405-329-8884.
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 firstname.lastname@example.org.
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.
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).
FPA CHAPTER MEETING in the Urban Market Meeting Room at 50 Penn Place on R-3
Megan Williams of the FED will be coming to give an economic update.
APPROVED for 1 Hour of CFP CE Credit
Thank you to our sponsor FIRSTTRUST.
SIGN IN starts - 11a.m.
Announcements - 11:15a.m.
Speaker - 11:30a.m.
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
Approved for CFP & Insurance Continuing Education
We will have Dr. Rick Farmer from Extra Point Productions back with us to provide expert Oklahoma insurance continuing education training. (CFP CE Pending)...
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.
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.....
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
A BIG THANK YOU to our sponsors:
COUNTRY Financial® & ProShares
Estate Planning Essentials
Dawn D. Hallman is a nationally recognized speaker in estate and business planning. Come learn how to explain the benefits of estate planning to your clients in a way they can understand.
11:00 - 1:00p.m.
50 Penn Place - Urban Market Catering on R-3
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.
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).
Please join our Lunch & Learn, FREE Lunch and CE (RSVP to email@example.com)
Medicare, The Big Picture & The Details will be presented by Louise Schroeder, CFP(R) of Personal Financial Solutions, Inc. out of Stillwater, OK.
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 firstname.lastname@example.org
John Clement will be presenting "The Five Pillars of Personal Finance" to Seventy Seven Energy staff in Oklahoma City - Private Engagement
FPA Membership and Chapter Engagement Team members will be on the call to review the upcoming membership dues changes in greater detail and provide assistance.
Jeff Yamada, CFP(r) - President
John Clement, CFP(r) - Past President
Symphony Charles - Chapter Executive
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.