2nd Annual Golf Outing

September 11, 2008
The Fort Golf Resort
Fort Harrison
Indianapolis, Indiana

11:00 a.m. – registration and driving range
Noon – shot gun start
Cost: $90: includes green fees, ½ cart, team photo, lunch, dinner, gifts and prizes

Thank you to our Title Sponsor:

Thank you to our Gold Sponsor:
Claymore Securities, Inc.

We would also like to thank:
Central Indiana Community Foundation
City Securities Corporation
Coverdale Mortgage
Life Settlement Advisors, LLC
RJ Pile, LLC
Securian Retirement Distributors

If you are interested in a golf tournament sponsorship, please call Roxanne McGettigan at 317.638.0402 or email at: roxmcgettigan@indy.rr.com

Download the 2nd Annual Golf Outing Registration Form

Quarterly Meeting

Meeting Agenda for: Friday, September 26, 2008
One America Tower (formerly AUL Tower)
One America Square, Indianapolis, Indiana
1st Floor Auditorium
Meeting Begins @ 8:30AM

(*Please arrive early to Sign-In)

MEETING FORMAT:

8:00am-8:20am
Registration; Networking (Coffee only)

8:20am-8:30am
Bill Owen – Announcements

8:30am-8:40am
Updates from FPA Sponsors:
Mary Jo Gremling, Laserfiche/eLucida Imaging
Christian von Allmen, Jackson National Life Insurance

8:40am-9:40am
“Social Security Administration Tools for Planners”
Charo N. Boyd, Public Affairs Specialist
Social Security Administration – 1 hour

Social Security benefits can mean the difference between a comfortable retirement and financial insecurity. The Social Security Administration has tools to assist the planner and client to make the most of these benefits.

9:40am-10:20am
“Long Term Care Consciousness”
Steve Moses, President Center for Long-Term Care Reform (Seattle, WA) - 2 hours CFP credit

Mr. Moses’ program explains why America’s long-term care service delivery and financing system is in such disarray, describes possible public-policy solutions, and invites caring financial and insurance professionals to play their part in protecting America’s aging population from the emotional ravages and catastrophic cost of long-term care.

10:20am-10:30am
Updates from FPA Sponsors:
Erik Finwall, ING Funds
Rob MacPherson, CICF

10:30am-11:00am
Networking and Brunch Break

11:00am-12:00pm
Continuation: “Long Term Care Consciousness”
Steve Moses

12:00pm-12:45pm
Creating Retirement Income that Lasts (As Long As Your Clients Do)
ail Buckner, Former CNN Anchorwoman – 1 hour CFP Credit

With people living longer into retirement, the challenge is not merely saving enough; it is knowing how to spend those assets so that clients don’t outlive their money. This program provides insights and strategies to help clients manage their income needs for an extended life expectancy. Financial advisors will not only increase their level of service with existing clients, but bolster their expertise to attract new ones.

PLEASE PLAN TO ATTEND: Call: (317) 844-6268

Cost: Members- FREE
Non-Members- $75.00

*Please arrive early to sign in. The speakers will then be able to start in timely fashion. Please remember to turn off any cell phones prior to the meeting. Your consideration is appreciated.

Upcoming Quarterly Meeting

November 7, 2008, registration 8:00 a.m., One America Center, 1st Floor Auditorium