FPA of Charlotte 2012 Calendar of Meetings

January
Membership Luncheon Meeting 17th – Myers Park CC – 11:30am – 1:00pm
 Program Topic: Long Term Care
Speaker: Josh Henninger, Estate Planning Attorney, Whisart-Norris - Charlotte
CE: 1-hr. CFP

February
Membership Luncheon Meeting 21st – Myers Park CC  - 11:30am – 1:00pm
Program Topic: Asset Allocation 
Speaker:  From Fidelity Investments 
CE: 1-hr. CFP

March
Membership Luncheon Meeting 20th – Myers Park CC  - 11:30am – 1:00pm
Program Topic:  “Transferring Small Businesses to Insiders’
Speaker:  Ron Lee, JD, CLU, ChFC, Manager, Advanced Markets, Mutual of Omaha
CE: 1-hr. CFP – 1-hr. NC & SC Insurance

April
Membership Luncheon Meeting – 17th – Myers Park CC – 11:30am – 1:00pm
Program Topic:  Technology and Your Office
Speaker: Victor Bonilla, Sr. VP. Charles Schwab

May
Membership Ethics and CE Day -15th – Great Wolf Lodge - 8:00am – 4:00pm
Program details:  Ethics Course CE credits will include 3-hrs. NC & SC A,H & L Insurance and 2-hrs. CFP  - Other details TBA
 

NO MEMBERSHIP LUNCHEON MEETINGS JUNE – AUGUST

September
Membership Annual Symposium and Sponsor Expo – dates TBA

October
Membership Luncheon 16th – Myers Park CC – 11:30am – 1:00pm
Program Topic: TBA

November
Membership Luncheon 20th – Myers Park CC – 11:30 – 1:00pm
Program Topic:  TBA

December
Membership Luncheon 18th – MPCC – 11:30 – 1:00pm
Program Topic:  Annual Tax Update Program

FPA of Charlotte 2012 Calendar of Meetings

January
Membership Luncheon Meeting 17th – Myers Park CC – 11:30am – 1:00pm
 Program Topic: Long Term Care
Speaker: Josh Henninger, Estate Planning Attorney, Whisart-Norris - Charlotte
CE: 1-hr. CFP

February
Membership Luncheon Meeting 21st – Myers Park CC  - 11:30am – 1:00pm
Program Topic: Asset Allocation 
Speaker:  From Fidelity Investments 
CE: 1-hr. CFP

March
Membership Luncheon Meeting 20th – Myers Park CC  - 11:30am – 1:00pm
Program Topic:  “Transferring Small Businesses to Insiders’
Speaker:  Ron Lee, JD, CLU, ChFC, Manager, Advanced Markets, Mutual of Omaha
CE: 1-hr. CFP – 1-hr. NC & SC Insurance

April
Membership Luncheon Meeting – 17th – Myers Park CC – 11:30am – 1:00pm
Program Topic:  Technology and Your Office
Speaker: Victor Bonilla, Sr. VP. Charles Schwab

May
Membership Ethics and CE Day -15th – Great Wolf Lodge - 8:00am – 4:00pm
Program details:  Ethics Course CE credits will include 3-hrs. NC & SC A,H & L Insurance and 2-hrs. CFP  - Other details TBA
 

NO MEMBERSHIP LUNCHEON MEETINGS JUNE – AUGUST

September
Membership Annual Symposium and Sponsor Expo – dates TBA

October
Membership Luncheon 16th – Myers Park CC – 11:30am – 1:00pm
Program Topic: TBA

November
Membership Luncheon 20th – Myers Park CC – 11:30 – 1:00pm
Program Topic:  TBA

December
Membership Luncheon 18th – MPCC – 11:30 – 1:00pm
Program Topic:  Annual Tax Update Program