2018 Annual Meeting including breakfast and CE program

May 22, 2018
7:30 AM to 10:00 AM
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Champions Run Country Club
13800 Eagle Run Drive
Omaha , NE 68164
http://www.championsomaha.com
 Directions

Join us for our Annual Meeting and final CE seminar of the season! 
Sponsored by:


 

7:30 AM - Breakfast Buffet & Networking
8:00 AM - Annual Meeting (including installation of 2018-19 Board)
8:15 AM - Continuing Education Program 
(2 hours of CE for NE & IA insurance, CFP, accounting, legal and PACE - pending approvals)

Part 1
Investment Banking
Presented by Mike Anderson

Part 2
Estate Tax Planning --- 2018 Style!
Presented by: Nick R. Taylor, J.D.        

Register Online 
or contact Chapter Executive
Stacie Sarasio @ 402.991.3122 x 204

 

During this meeting, Omaha Society of FSP members will be asked to vote to approve the following proposed slate of officers and directors for the 2018-19 season:

Candidates for Officer Positions:

  • Immediate Past President: Tom Fridrich, J.D., CLU, ChFC
  • President: Jay Killgore
  • Vice President: Dewey Meyer, CLU, LUTCF, RICP 
  • Secretary/Treasurer: Josh Burnett, CRPS

Candidates for Director Positions:
(Terms expire in 2019)

  • Brady Marlow
  • Joel Miller, CFP
  • Kendall Hahn, CFP

(Terms expire in 2020; new to the Board)

  • William T. Foley, JD
  • Terry Huntington, JD
  • Jo Foglesong, CFP
  • Alan Hauschild, CLTC

Tickets

$0.00 Omaha Society of FSP Member

$25.00 NAIFA Member

$50.00 Guest