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
2010 Events
- 2010 Chapter Meetings
- September 24
- November 19
- 2010 Board Meeting Schedule
- 21 May 8:30 am Conference Call
- 18 June 8:30 am Assoc. Offices
- 16 July 8:30 am Conference Call
- 20 August 8:30 am Conference Call
- 17 September 8:30 am Assoc. Offices
- 15 October 8:30 am Conference Call
- 12 November 8:30 am Conference Call
- Current Newsletter
- May 2010 Newsletter
