The Wealth Advisor's Guide to 2019

April 25, 2019
11:30 AM - 1:00 PM
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Federal Reserve Bank, 524 Liberty Parkway
524 Liberty Parkway
Birmingham, AL 35242
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The Wealth Advisor’s Guide to 2019
Presented by: Olivia Hails
Sponsored by Janus Henderson
*This is the 4th Thursday

Join us Thursday, April 25th as we welcome Olivia Hails, Retirement Director for Janus Henderson Investors, will present The Wealth Advisor’s Guide to 2019. This provides advisors with a road map for servicing the wealth management needs of high-net-worth clients with a snapshot of today’s environment, what to watch for, and what planning ideas to implement.

Olivia Hails is a Retirement Director, South division, for Janus Henderson Investors’ Defined Contribution and Wealth Advisor Services Team. In this role, she consults with financial advisors, platform partners and Janus Henderson directors to navigate today's complex retirement landscape. Ms. Hails leverages her experience in practice management with Janus Henderson Labs™ to bring unique, customized solutions to her clients. She was previously an associate director with Janus Henderson's internal sales team, where she focused on investment product sales and support through intermediaries such as brokerage firms, financial advisors/brokers, banks and insurance companies. Ms. Hails received a bachelor's degree in international business from The University of Denver, and holds Series 6, 7 and 63 licenses. She holds the Accredited Portfolio Management Advisor (APMA®) designation and is currently pursuing the Certified Divorce Financial Analyst (CDFA®) designation. She has 6 years of financial industry experience.

The meeting will be held at the Federal Reserve building in Liberty Park.  Lunch starts at 11:30, and we will move to our meeting room at 12:00 for the presentation and announcements.  We hope you can attend and look forward to seeing you at this month’s chapter meeting!
1 hour of CFP®, CIMA, and CPA CE credit approved

Thursday, April 25th                 11:30-1:00PM                       Federal Reserve Bank

Unless otherwise specified, all meetings are on the 3rd Thursday

Time: 11:30 AM – 1:00 PM
Location: Federal Reserve Bank, 524 Liberty Parkway
Directions and parking information here

Format: Eat together in a gourmet style cafeteria until 11:55, then move to conference room for presentation. Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy lunch and the speaker.

Registration: $15 members, (see below for Guest Policy)
$105 2017 Season Ticket, covers all regular chapter meetings

RSVP: by the Friday before the meeting.
Season Ticket holders must RSVP by email to fpaofnorthalabama@gmail.com.

This is a two-step process. Both registration & payment must be received.

The Federal Reserve is a secure facility. The doors will be opened 11:30 – 11:45.
FPA is committed to pay for each reservation made. If you cannot keep your reservation, notify Pat by Friday before the meeting. No shows who fail to cancel will be billed $20.

To pay by mail:

Please make checks payable to FPA of North Alabama and mail to:

Pat Morris
FPA of North Alabama
PO Box 26607
Birmingham, AL 35260-0607

FPA Guest Policy
Effective 1-1-2014

In an effort to boost membership, we have removed the financial incentive to be a continual guest at chapter meetings. All first-time guests may attend chapter meetings at no charge. A guest’s second and all further meetings require a $50 charge. As an incentive to join, members receive great discounts for chapter meetings, our membership outing, and the Symposium, plus access to free CE in the Journal of Financial Planning. Between the networking, the continuing education, and the advocacy of our profession, we believe that the cost of membership is far exceeded by the value.

Tickets

$15.00 Monthly Chapter Meeting Member Ticket

$0.00 Monthly Chapter Meeting First-Time Guest Ticket

$50.00 Monthly Chapter Meeting Returning Guest Ticket