2024:
November 15th Quarterly Meeting
Melissa Kemp
(Her ethics presentation will not be placed on the website). Melissa will be filing your CE. You must fill out her Request for CE Credits within 48 hours to get the credit. Melissa will give 2 codes - one at the beginning and one at the end of the course. You must include these two codes on the "Request for CE Credits." Roxanne will not be giving the codes out to anyone, so be sure and write them down. If you have any questions or problems, please email Melissa's office manager,
Marie at marie@premiumorganization.com.
Melissa will also be using Mentimeter (https://Menti.com). You will go this site on Friday morning and enter the group code, that you will get that morning. There is no login, no passwords, no downloads, no apps.
Roxanne will only be filing the insurance CE for this ethics presentation.
Bryce Gill, First Trust Portfolios
Era of Uncertainty
The last session of our meeting will be the Planner's Club. This is a monthly educational session on real life redacted client deliverables, industry trends and specific financial planning modules as advisors work in the financial planning capacity for clients. For this quarterly meeting, we will work through a real life case study, going through the client profile, data gathering and observations, questions, and ultimately recommendations. This will be a fun interactive opportunity to engage on a real life case with fellow FPA colleagues.
The redacted case study will be passed out to everyone on Friday.