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Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

2015 Utah FPA Symposium

Have you registered for the Annual Utah Financial Planning Association Symposium?  Please Click Here to register and to see the meeting schedule & CE status.  Also, the payment links are now up and running, so if you have registered, you can now submit your payment.

As the premier financial planning association here in Utah, the Utah FPA has made it a goal as an organization to adhere to the highest standards of ethics in both our organization and practices.  As part of this commitment, we have reached out to our state regulators and have invited them to partner with us.  Last year we enjoyed a great presentation from the Utah Division of Securities director Mr. Keith Woodwell.   At a recent chapter meeting, we were honored to hear Mr. Todd Kiser, our Utah Department of Insurance Commissioner, give an inspiring talk about his vision of the department and the future of insurance here in Utah.  In keeping with this tradition, we are excited to have Mr. Ken Barton, the Director of Compliance with the Utah Division of Securities and Heidie George, a securities examiner speak about “Ethics in Action”.  I invite you as an attendee to our fall symposium to meet them, hear what they have to say, and take back to your practice the ideas they present in doing the best we can for our clients and profession!


The next session of the Financial Literacy Class will begin September 24th.  If you are willing to teach one session, click here to check the course schedule.

Please email your choice of dates to fpaofutah@yahoo.com. 

 
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