Forum

    August 23, 2018 4:00 PM to August 24, 2018 5:00 PM
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    Mobile Convention Center

    Mobile, AL
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    We have listened to your ideas and we are shaking things up this year for the Forum!

    The Mobile Convention Center is a convenient location for our full day event of networking, excellent speakers and continuing education.

    Forum will begin on Thursday, August 23 at 4 pm with the Broker's Education insurance program and test, followed by a cocktail social.

    Friday, August 24 will begin with registration and breakfast at 7:30.
    Our program for Friday includes:

    • Panel discussion with representatives from the Securities and Exchange Commission and the Alabama Securities Commission on SEC proposed regulation best interest rule and the Disclosure Form CRS.
    • Emmy nominated Gail Buckner will share her Social Security expertise. You've seen her on Fox News Channel and CNBC.
    • Federal Reserve Speaker 
    • Understanding the new Pass Through Small Business Deduction.
    • Broker's Education Insurance Program and Test
    • CFP Ethics

    Details about the speakers and topics are below.

    If you need overnight accomodations,we have a block rate with the Riverview Marriott. Deadline for block rate is August 1. 1-800-922-3298
    The Broker's Education program requires a separate registration.Please follow the Broker's Ed link to register.
    Some programs are in the CFP CE application phase, although we expect to have 8 hours of CFP CE on Friday, including CFP Ethics. Insurance program registrants will have an opportunity to receive up to 17 hours of insurance CE or 5 hours of CFP CE, depending on the registrant's state. 
    FPA membership will be verified. 

    Thursday, August 23, 2018

    3:30 pm Registration
    4:00 - 6:00 pm Broker's Education Insurance Program: Retirement Income Strategies    Michael Trapani, III
    6:00 pm Cocktail Social for all Forum registrants

     

    Friday, August 24, 2018:

    7:30 am Registration and Breakfast    
    8:00 am Social Security Gail Buckner 1 hour CFP CE approved
    8:50 am Understanding the New Pass Through Small Business Deduction Taylor Jackson, CPA 1 hour CFP CE approved
    10:00 am Economic Update 2018 Adrienne Slack, Federal Reserve Bank 1 hour CFP CE approved
    10:55 am Active vs. Passive Management Darin J. Leone, CFA 1 hour CFP CE approved
    11:45 Lunch, Sponsor Recognition, State of the Chapter    
    1:00 - 2:45 pm Hot Topics in Compliance  Deborah Shaw, Joe Borg, Tiffany Chamberlain Panel 2 hours CFP CE approved
    3:00 - 5:00 pm  CFP Ethics Dan Candura 2 hours CFP CE approved

     

    Registration for the Broker's Education program is separate from Forum Registration.
    Flyer for the Broker's Education program is below. Registration for Broker's Education program is here.
    Speaker times subject to change.

    Registration Process:
    1. Register for Forum
    2. Register for Broker's Education Insurance Program (if applicable)
    3. Register for hotel. 1-800-922-3298 Riverview Marriott

    Tickets

    $195.00 FPA of Gulf States Member

    $215.00 FPA Member of Another Chapter

    $295.00 Non Member

    Refund Policy

    We are committed to pay for each reservation made. If you cannot keep your chapter meeting reservation, please contact fpaofnorthalabama@gmail.com as soon as possible, but not later than 24 hours prior to chapter meeting start.

    Forum cancellation requests must be received on or before the venue reservation date in order to receive a refund less a $25 processing fee. There will be no refunds for cancellations made after the venue reservation date. Registrants are responsible for cancelling their hotel reservations.