Cocktail & Networking Reception

Sponsored by:
FPA of Greater Indiana
Indianapolis Bar Association's Tax Section
Estate Planning Council

New Date

Tuesday, September 14th from 5:00 - 7:00 p.m.
The Conrad Indianapolis Hotel, Alcove Room
50 West Washington Street, downtown Indianapolis
(Valet parking is available as is parking in the Circle Center Mall garage)

$15.00 per person (includes 2 drink tickets)
Please RSVP to 844-6268 by September 10th
Make your check payable to the FPA and mail it to: 3009 E. 96th Street, Indianapolis, IN 46240

Chapter Meeting September, 24 2010

• 8:00 a.m. - 8:20 a.m. - Registration/Networking Coffee
• 8:20 a.m. - 8:40 a.m. - Announcements: Jack Perry, Chapter President
• 8:40 a.m. - 8:50 a.m.

  Sponsor Updates:
  Patricia Moll, Ameriprise Financial Services

• 8:50 a.m. - 9:40 a.m.

  "Outlook for Commercial Real Estate"
  Robert Bach
  Sr. V.P., Chief Economist, Grubb & Ellis Company
  (Pending 1 hr. insurance CE, approved for 1 hr. CFP CE)

• 9:40 a.m. - 9:50 a.m.

  Sponsor Updates:
  John Connelly - Morningstar, Inc

• 9:50 a.m. - 10:40 a.m.

  "Safe Withdrawal Rates: Mechanics, Uses, and Caveats"
  Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU
  Director of Research, Pinnacle Advisory Group
  (Pending 1 hr. insurance CE, approved for 1 hr. CFP CE)

• 10:40 a.m. - 11:20 a.m. - Networking Brunch
• 11:20 a.m. - 12:10 p.m.

  "Understanding the Next Generation of Financial Planners"
  Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU
  Director of Research, Pinnacle Advisory Group
  (Pending 1 hr. insurance CE, CFP CE denied)

• 12:10 p.m. - 1:00 p.m.

  "Bond Markets"
  Mike Gerty
  (Pending 1 hr. insurance CE and CFP CE )

Patron Sponsored Hors d'oeurve & Networking Reception

Wednesday, October 20th, 5:30 - 8:00 p.m.
Chef JJ's Back Yard
1040 Broad Ripple Avenue

Sponsored by:
Bingham McHale LLP
Central Indiana Comunity Foundation
The Coverdale Team

Chapter Meeting November 19, 2010

• 8:50-10:40 James Johnson, CLU, CFP - "Code of Ethics Course"
• 11:20-12:10 Jamie Wilson - Alzheimer’s Advocacy
• 12:10-1:00 Stephanie Bogan - Practice Management