March CE Meeting
March 15, 2012
7:30 AM CDT - 12:15 PM CDT
Wells Fargo
100 Heritage Reserve
Menomonee Falls, WI 53051
http://www.wellsfargo.com
Directions
Our March program begins with a two hour presentation by Wells Fargo Senior Economist Gary E. Schlossberg. His presentation is "The Economic And Financial-Market Outlook Into 2012: Coping With A Post-Meltdown Economy." New normal, old normal, or something in between? Households, businesses and investors are all pondering what the economy will look like after the upheavals of the past few years, even as they grapple with the threat to the US economy and the financial market from the European debt crisis and its impact on the banking system there. Gary Schlossberg will look at where we are and where we expect to be in 2012 and beyond, including the implications for economic growth, interest rates, prospects for financial-market stability and for investment strategy. Several potential flashpoints, beyond Europe, will be identified, along with other longer-term issues shaping the US economy's prospects in an increasingly competitive global economy.
We'll continue with a presentation on Client Relationship Skills that has already been accepted for CFP CE, presented by Roger Seip, Co-Founder of Freedom Personal Development and a stand-up comic.
We will close the morning with a program by Associated Financial Group's Ragan Cheney on "Workplace Technology Risks: Protecting Your Clients and Financial Data." Cheney is an attorney and HR consultant with experience in insurance defense litigation and risk avoidance in recruiting and retaining employees. At the end of this session, attendees will understand the risks posed by data breaches in the workplace and how to reduce those risks, evaluate the potential need to audit and upgrade practices, policies and procedures, and understand how cyber liability is designed to fill gaps left by other general business insurance.
We'll apply for 4 CE for this program. Please be sure that you provide license numbers when you register in order to be eligible for electronic filing of continuing education credits.
We have attached a map and directions to Wells Fargo. We've also attached a printable registration brochure that you can use to register with a check, or share with colleagues.
Tickets
$129.00 Member
$0.00 Season Pass
$169.00 Non-Member
$60.00 Student
$129.00 NAIFA, SFSP, WICPA, Other FPA Chapter Members
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