Chapter Meeting

    January 24, 2020
    8:30 AM - 2:00 PM
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    Country Club of Mobile
    4101 Wimbledon Drive West
    Mobile, AL 36608
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    Join us for our first meeting of the decade!

    Friday, January 24
    Country Club of Mobile

    Securities Industry Update & Regulation presented by Alabama Securities Commission
    1 hour CFP CE approved
    Trends in legislation (Protection of Vulnerable Adults from Financial Exploitation Act, the AL Theft by Deception Act, the Federal Senior Safe Act requirements, FINRA rules, and SEC Regulation BI). The proposed NASAA model rules on IA continuing education; Case studies of current violations involving securities industry, and available Alabama educational/ fraud prevention services offered by ASC

    Tax Efficient Healthcare Planning in Retirement (LTC) presented by Jay Stubbs, CLU
    1 hour CFP CE approved
    There are several options available in the risk planning marketplace for long-term care coverage. Many of the options are tax efficient. This 1-hour program provides an overview of the options available to clients that desire a plan to mitigate the financial risks of extended healthcare costs during their retirement years.There are several options available in the risk planning marketplace for long-term care coverage. Many of the options are tax efficient. This 1-hour program provides an overview of the options available to clients that desire a plan to mitigate the financial risks of extended healthcare costs during their retirement years.

    SECURE Act: Qualified Assets & Retirement Planning
    1 hour CFP CE in application

    Taking Advantage of SEC Advertising Rule Update in Social Media – Bradley Flowers

    8:15 Registration
    8:30 Program begins

    Register here

    Tickets

    $50.00 Non Member

    $0.00 First Time Guest

    $25.00 FPA Member

    Refund Policy

    We are committed to pay for each reservation made. If you cannot keep your chapter meeting reservation, please contact [email protected] 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.