Event Registration
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Event Date Capacity
Chapter Meetings
  2015 September 25 Symposium
 Location: Little America Hotel
Register
Friday, 25 Sep 2015
07:30 AM - 05:00 PM
Unlimited

Earlybird Pricing = FPA Members - $95.00 · ·Non-FPA Friends - $145.00
Pricing after September 16th = FPA Members - $120.00    Non-FPA Friends - $170.00

Time

Ballroom

8:00

Intro/Welcome

8:20

How Not to Get Sued
Dan Hill
Snow, Christensen & Martineau
CFP & UT Ins CE Approved 

9:25

Aging Issues
Kathleen Prichard
Legg Mason
CFP & UT Ins CE Approved 

10:30

Are Your Equity Investments Diversified
Austin M. Kairnes III·
Keywest Investors
CFP CE Approved (No Utah Ins. CE)·

Lunch

Ethics in Action
Heidie George & Ken Barton
Division of Securities
CFP & UT Ins CE Approved 

Time

Idaho

Wyoming

Casper

Ballroom

1:00

Long Term Care
Tracie White 
Genworth Financial
CFP & UT Ins CE

Tax Planning
Fred Wolff
 
CFP Approved & UT Ins CE Pending 

Annuities/Trusts
Tim Likteig
Jefferson National
CFP & UT Ins CE

Advanced Medicare
John Weir
United Health Care
CFP & UT Ins CE

2:00

CollegeFunding/529
Katie Gurr/Gregory Dyer/Stephen Rogers
UESP
CFP & UT Ins CE

Asset Protection Trusts
James Judd
Snow, Christensen & Martineau
CFP & UT Ins CE

Impact Investing
John Unice
Keeler Thomas
CFP CE (no UT Ins CE)

Ut Retirement System
Mike Wilson
Utah Retirement Systems
CFP & UT Ins CE

3:00

Plan for Living
Tracie White
Genworth Financial
CFP & UT Ins CE

Tax Planning for Investment Advisors
Fred Wolff
Wolff Accounting
CFP Approved & UT Ins CE pending

Annuities/Trusts
Tim Likteig
Jefferson National
CFP & UT Ins CE

Ethics
Debbie Fritsch
 

4:00

CollegeFunding/529
Katie Gurr/Gregory Dyer/Stephen Rogers
UESP
CFP & UT Ins CE

(Nothing Scheduled)

Impact Investing
John Unice
Keeler Thomas
CFP CE (no UT Ins CE)

Ethics
Debbie Fritsch
CFP & UT Ins CE·

  2015 November 12 FPA Chapter Meeting
 Location: Little America Hotel
Register
Thursday, 12 Nov 2015
07:30 AM - 11:30 AM
Unlimited