Thanks To Our Utah FPA Sponsors

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Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

What's Coming Up for Utah FPA

**Don’t miss our next Chapter meeting scheduled for May 15th**

Philanthropy & Planned Giving Seminar: Practical Strategies for Estate, Gift, and Tax Planning

This will be a co-sponsored event with the Utah Community Foundation featuring national and local leaders and speakers. Watch for email announcements.  Click Here for meeting agenda.  Register here.
We have received approval from the CFP Board and Utah Department of Insurance for 3 hours of CE.

Also, mark your calendars for our Fall Symposium on Friday, September 12 and our last 2014 chapter meeting on Thursday, November 13.


Members Receive Vital Training at March FPA Chapter Meeting

If you didn’t make the most recent FPA Chapter meeting, you missed a great opportunity. Business building, education, and networking kept the room buzzing the entire 3 ½ hours. And, it was all over by 11 am. With sixty-plus attendees and a packed room full of energy we had three great presenters covering timely topics as well as offering CE credit:

  • Creative Strategies for Disability Insurance

Everyone we spoke with agreed that this was a very effective and powerful three hour event.

Some comments from the attendees :

“The hour on ESOP’s opened my eyes on the value, and options, of this approach as a legitimate tool for business owners”

“Bart Spencer’s presentation on Disability Insurance, or Income replacement insurance, showed me new, practical business applications of this kind of insurance I was unaware of”

“The session on URS was a HUGE help”

And, with the change in venue to Little America downtown, the food was great alongside the accommodations, convenience of access—even parking was easy.

  • Join The FPAReady to get started? Connect with colleagues, influence regulatory initiatives and take advantage of an array of benefits including top rated conferences, career services and practice resources. Join today!
  • Register For EventBe sure to not miss out on our upcoming FPA sponsored events. For the latest events and calendar items, register here.
  • Login To AccountLog-in to your local Utah Chapter FPA account to change your information, make payments, and view your personal information. Click here to log-in.