Chapter Meetings



 

2018 Chapter Quarterly Meeting Schedule

  • Friday, March 2, 2018 (8:00 a.m. – 1:30 p.m.)
  • Thursday, May 17, 2018 (12:30 p.m. – 4:30 p.m. – networking social to follow)
  • Friday, September 21, 2018 (8:00 a.m. – 4:00 p.m. – networking social to follow)
  • Friday, November 16, 2018 (8:00 a.m. – 1:30 p.m.)
    (2 hours of CFP ethics is always offered at our November meeting)

Thursday, May 17, 2018

Meeting: 12:30 – 4:30 p.m.

Reception: 4:30 – 6:30 p.m.

 

THIS QUARTERLY MEETING IS A ONE-OF-A-KIND 

MEETING/RECEPTION AND IS FOR OUR MEMBERS.

DUE TO THE PER PERSON COST ALL LAPSED OR DROPPED MEMBERS, ALL GUESTSSCHOOL ADVISORS and NON-MEMBER STUDENTS WILL BE CHARGED $125 TO ATTEND.  PAYMENT MUST BE RECEIVED ONE WEEK PRIOR TO THE MEETING DATE.

NO WALK-INS WILL BE ACCEPTED – NO EXCEPTIONS.

Topgolf
9200 E. 116th Street

Fishers, IN 46037
We will be in the ‘Signature Room’ 

 PLEASE USE THE ON-LINE REGISTRATION: CLICK HERE

Registration will close on

THURSDAY, May 10th at Noon

NO EXCEPTIONS

 

IF YOU REGISTER AND DO NOT ATTEND – AND DID NOT CANCEL by THURSDAY, MAY 10th at Noon, YOU WILL BE INVOICED $125  

 Meeting handouts will be placed on the FPA website 

one week prior to the meeting. Feel free to print them and bring the copies with you.

Agenda

12:30 p.m. – 1:00 p.m. Pick up your name badge and find a seat!
1:00 p.m. – 1:15 p.m.  Announcements: Doug Rotman, FPA Chapter President

1:15 p.m. – 1:25 p.m.  Patron Sponsor Update: Kyla McEntire, The Oaks Academy

1:25 p.m. – 1:35 p.m.  Event & Patron Sponsor Update: Todd Patterson, Waypoint Residential

 

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, Pinnacle Advisory Group

1:40 p.m. – 2:30 p.m.

(Approved for 1 hour CE and 1 hour of Insurance CE)

“New World of Social Security”  

The recently released Bipartisan Budget Act of 2015 is eliminating the popular File-and-Suspend and Restricted Application claiming strategies. In this webinar, we discuss how those claiming strategies worked, the timing of when they are being phased out under the new rules, and transition planning for couples, single individuals, divorcees, parents, and widows, given the new rules. We also explore the overall dynamics of when to take Social Security early versus delay, and how claiming strategies will shift in the future given the limitations of the new rules!

Michael E. Kitces is a partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.

2:30 p.m. – 2:35 p.m.   Break

 

Michael Kitces

2:35 p.m. – 3:25 p.m.

(This presentation does not offer any CE credits)

“Five Industry Trends Reshaping Financial Advice”

The recent rise of the “robo-advisor” has called into question the relevance of financial advisors and the viability of current advisory business models. Yet the reality is that technology “disrupting” financial advisor business models isn’t new, and has actually happened repeatedly over the past several decades… forcing advisors to adapt and move up the value chain, or be left behind. In this session, we look at how technology is once again driving major changes in the business model of financial advisors, driving a Great Convergence across historically-separate industry channels, triggering a Crisis of Differentiation, a Search for New Business Models, and rising pressure on improving the Client Experience. And in the coming years, these trends will only be accelerated, as the consumers of financial planning – and financial planners themselves – shift from Baby Boomers, to the Gen X and Millennial generations that, as “digital natives”, will expect and demand advisors to both leverage technology, and add value on top!

 

3:25 p.m. – 3:30 p.m.   Break

3:30 p.m. – 3:40 p.m. – Event Sponsor TBD

 

Michael Kitces

3:40 p.m. – 4:30 p.m.

(Approved for 1 hour of CFP CE and 1 hour of Insurance CE)

To Roth or Not To Roth

With the introduction of the Roth 401(k) in recent years in addition to Roth IRAs, and the removal of Roth conversion income limits in 2010, planners are increasingly eager to utilize Roth retirement accounts, but do not necessarily understand all of the factors that actually determine whether a Roth decision will increase or decrease a client’s wealth in the long run. In this session, planners will learn about the fundamental factors that really do, and don’t, contribute to long-term wealth creation by choosing to contribute to (or convert to) a Roth retirement account instead of a pre-tax account.

 

Reception Immediately Following in the Signature Room

Thanks in part to our patron and event sponsor

 Waypoint Residential

4:30 p.m. – 6:30 p.m.

Hors d’oeuvres and Beverages will be provided.

Waypoint Residential as our Event Sponsor will have one golf bay.
Any attendee may reserve their own golf bay for $45 per hour on the day of the meeting.
6 people can play + 2 others who can ‘hang’ out in the same bay

Corn hole and other games will also be available during the reception

PLEASE REGISTER ON-LINE HERE

REMINDERS:

Registration will close on

THURSDAY, May 10th at Noon

NO EXCEPTIONS

DUE TO THE PER PERSON COST ALL LAPSED OR DROPPED MEMBERS, ALL GUESTSSCHOOL ADVISORS and NON-MEMBER STUDENTS WILL BE CHARGED $125 TO ATTEND.  PAYMENT MUST BE RECEIVED ONE WEEK PRIOR TO THE MEETING DATE.

NO WALK-INS WILL BE ACCEPTED – NO EXCEPTIONS.

IF YOU REGISTER AND DO NOT ATTEND – AND DID NOT CANCEL by THURSDAY, MAY 10th at Noon, YOU WILL BE INVOICED $125

Questions: email Roxanne at roxanne.mcgettigan@fpaindiana.org or call (317) 373-1355