Schedule of Events

March 2017 Chapter Meeting




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  • Thursday Mar 23, 2017
  • Start Time: 11:30AM
  • End Time: 1:30PM
  • Skyviews Restaurant
  • Presented by: Van Leftwich, CFP®

Join us on Thursday, March 23rd for our first Chapter Meeting of 2017!
11:30am – 1:30pm
Skyviews Restaurant

We invite you to join us for our chapter meeting this month, where Van Leftwich, CFP® will be presenting on “Artificial Intelligence in Active Investment Management” (CFP® CE). Mr. Leftwich is a Regional Business Consultant with Flexible Plan Investments, Ltd., and has over two decades of experience in the financial services industry. In this CE session, he will discuss artificial intelligence-based active management strategies as well as their use in qualified retirement plans, along with recent and anticipated Department of Labor regulations and their implications.

This month’s chapter meeting will be a great opportunity to network with fellow financial planning practitioners while enjoying lunch and earning CFP® CE credit! We hope that you will join us.

Please RSVP to Clay Ranck if you plan to attend the meeting.

Cost
Members – $15 before the meeting; $20 at the door.
Non-members – $25

If you are a chapter member and would like to pre-pay to save $5 for the lunch and meeting, please use the form below.
  • Please enter a value between 1 and 10.
    How many tickets are you purchasing?
  • Members - Please supply your Member number; Guests - Please type "NA"
  • Please provide your CFP number so that we may submit CE hours.

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