FPA of Charlotte 2017 Calendar of Meetings

 

 

Thursday, July 13, 2017 
Charlotte Knight's Baseball Outing
Knight's Stadium, Uptown Charlotte

Tuesday, August 15, 2017, 6 - 8 pm
Happy Hour
27th Floor of the Bank of America Plaza, Uptown Charlotte
Host: Industrious


Thursday, October 5th
Symposium and Sponsor Expo - Winthrop Univ., Rick Hill, SC
www.fpacharlottesymposium.org






 

 

Previous 2017 Meetings



 

Tuesday, May 16, 2017 
CFP® ETHICS and N.C. & S.C. INSURANCE ETHICS CE DAY
 - Myers Park CC

Tuesday, April 18, 2017 
Membership Luncheon Meeting - Myers Park CC
Topic:  "Trends in FINRA Enforcement and Arbitration"
Speaker:  Brooks Brown, MBA, Associate Director of the Atlanta District Office of FINRA

 

Monday, April 10, 2017 
Special Education Program - The Federal Reserve Building, Charlotte
Topic:  "Impact of the DOL Fiduciary Rule on Advisor' Practice"
Speaker:  Claude Abram, VP of Columbia Threadneedle


Tuesday, March 21, 2017 
Membership Luncheon Meeting - Myers Park CC
Topic:  "Think National, Act Local"
Speaker:  Mr. Mike Molnar


Tuesday, February 21, 2017 
Membership Luncheon Meeting - Myers Park CC
Topic:  "An Analysis of Investor Behavior"
Speaker:  Alex Edleman, CIMA


Tuesday, January 17, 2017 
Membership Luncheon Meeting - Myers Park CC
Topic:  "Not All Funds Are Average - Seeking the Best of Both Worlds"
Speaker:  Guy Decker


 

 

 



Previous 2016 Meetings



Thursday, December 13th 11:30 am - 1:00 pm
Membership Luncheon Meeting - NEW LOCATION - Quail Hollow Club
TAX BINGO - Updates on Tax Changes for 2016 Returns
Sponsored by Carroll Financial Associates


Thursday, November 15th
Membership Luncheon Meeting - Myers Park CC, Ballroom
Topic:  "Real Estate as a substitute for Bonds in your Porfolio"


Thursday, October 6th
Symposium and Sponsor Expo - Winthrop Univ., Rick Hill, SC
www.fpacharlottesymposium.org


Tuesday, September 20th 
Membership Luncheon Meeting - Myers Park CC, Ballroom
Topic:  "Election 2016 in Perspective"
Speaker: Timothy Horsburgh, AVP Investment Strategist, Oppenheimer Funds, Inc.


Wednesday, August, 31st 
Networking Event - Corkbuzz Restaurant and Wine Bar


June 29, 2016, Wednesday
Networking Event - Charlotte Knights Baseball

 

May 17, 2016, Tuesday
Membership Luncheon Meeting - Myers Park CC, Ballroom
Topic:  "Ethics and NC & SC Insurance CE Day"


April 19, 2016, Tuesday
Membership Luncheon Meeting - Myers Park CC
Topic:  "The Affordable Care Act - Successes and Failures"
Speaker:  Michael Matthews, Ph.D., MHA, Associate Professor, Winthrop University


March 15, 2016, Tuesday 
Membership Luncheon Meeting - The Charlotte Branch of the Federal Reserve Bank of Richmond
Topic:  "The U. S. and North Carolina Economic Outlook"
Speaker:  Mr. Rich Kaglic, Senior Regional Economist, The Federal Reserve Bank of Richmond


February 16, 2016, Tuesday
Membership Luncheon Meeting - Myers Park CC
Topic:  "Wisely Guiding Clients Through Aging and Dementia"
Speaker:  Amy Florian, CEO, Corgenius


January 19, 2016, Tuesday 
Membership Luncheon Meeting - Myers Park CC
Topic:  "Changes to Social Security Retirement Planning"
Speaker:  Patrick Creegan, CIMA, Associate



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