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FPA DFW 18th Annual OPENING DAY Ballpark Event (+ CFP ETHICS)
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FPA / Texas Rangers Opening Day Ballpark Event

3/28/2019
When: Thursday, March 28
See agenda below
Where: Globe Life Park in Arlington
Hyundai Club Suite
1000 Ballpark Way
Arlington 76011
United States
Contact: Melisa Hall
972-747-0407


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FPA DFW 18th Annual Texas Rangers Opening Day Ballpark Event

+ CFP ETHICS


Last opening day at Globe Life Park!

Thursday, March 28, 2019

 

THIS EVENT IS NOW SOLD OUT! JOIN THE WAIT LIST


 

 

 

 

 

 

 

 

THIS EVENT IS LIMITED TO FPA MEMBERS, CORPORATE PARTNERS, AND ALLIED PROFESSIONALS ONLY.

FRIENDS & FAMILY TICKETS ARE NOT AVAILABLE AT THIS TIME.

 

Join FPA DFW on March 28th for an exciting opportunity to see the Texas Rangers vs the Chicago Cubs at the LAST opening day the Texas Rangers will play at Globe Life Park! This event has a limited number of tickets and space is limited so be sure to RSVP early. Once the event sells out a waiting list will be started on a first come first serve basis. We are once again returning to the new luxury Hyundai Club Suite for great networking, buffet and Texas Rangers baseball. 

 


 

CFP ETHICS - 11:30 AM - 1:30 PM - PLEASE READ CAREFULLY

 

If you are attending the CFP ethics class, please read carefully  Please arrive early to pick up your ticket from 1st Base Will Call.  Tickets will be at will call beginning at 11:00 AM.  Security at Globe Life Park will allow you in the gate starting at 12:00 PM.  The Hyundai suite will be directly in center field, behind the statue.  FPA cannot control the parking lot situation and crowding so due to heavy traffic and parking we advise that you plan to arrive early so that you have enough time to pick up your ticket and get through security and to the Hyundai suite no later than 12:20 PM.  Those arriving late for any reason will not be granted CFP ethics CE (no exceptions) so please allow plenty of time.  The CFP Board will not allow us to grant CE to anyone who is not there for the entire session.  CFP ethics will end at 2:00.  The buffet will open starting at 2:15 PM.  The game is scheduled to start at 3:05 PM.

 

If you are NOT attending CFP ethics - Tickets will be at will call for you to pick up any time after 11:00 AM.  You will be able gain access to the Hyundai suite starting at 2:00 PM.  You are welcome to enjoy the ballpark if you arrive early, however, you will not be able to access the Hyundai suite due to the CFP ethics session that will be taking place.  The buffet will open at 2:15 PM and the game will start at 3:05 PM.

 

CFP BOARD NEW CODE OF ETHICS & STANDARDS OF CONDUCT

 

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.  At the end of the course, participants will be equipped to: Identify the structure and content of the revised Code & Standards, including significant changes and how the changes affect CFP® professionals; Act in accordance with CFP Board's fiduciary duty; Apply the Practice Standards when providing Financial Planning; Recognize situations when specific information must be provided to a Client; Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.  2 CFP Ethics CE

 

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a member of CNBC Digital Financial Advisor Council. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial AnalystTM. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and member of the Diversity Advisory Group (DAG) for CFP Board. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).  Rita is a recipient of the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews.  Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).


 


 

 

 

COST: $120 PER PERSON


LIMITED TICKETS NOW AVAILABLE FOR FRIENDS & FAMILY - GUESTS MUST BE 21 OR OVER
 

  

THE PRICE of ADMISSION INCLUDES

One ticket to the Texas Rangers vs Chicago Cubs game on Opening Day in the exclusive 
Hyundai Club Suite

Unlimited buffet, snacks, beverages, beer and wine

A day of fun and networking with your FPA friends and colleagues

 

 IMPORTANT DETAILS

Parking @ Globe Life Stadium is not included with your ticket

All registrations & ticket sales must be made through the FPA DFW website only

This event will sell out and a wait list will be started
All tickets will be available for pick up at the 1st base will call window on opening day
(details will be sent out)

 

 CANCELLATION POLICY

No refunds will be issued after 5:00 p.m., Friday, March 15th for any reason
Refund requests prior to 5:00 pm on March 15th will be honored, minus a $20 administrative fee
Lost tickets cannot be replaced or refunded

 

 AGENDA

12:00 - 12:20 PM - Arrival & check in for CFP ethics (cash bar 12:00 - 2:00)
12:20 - 2:00 PM - CFP ethics
*2:00 PM - Hyundai Suite opens to all FPA attendees
(*Due to the live CFP ethics course those not attending CFP ethics cannot access the Hyundai suite prior to 2:00)
2:00 PM - FPA host bar opens
2:15 PM - Lunch buffet opens
3:05 PM - Opening pitch

 

 

THANK YOU TO OUR 2019 SPONSORS

 

 

 

 


 

     

 

 

Questions:  Contact Melisa Hall @ execdir@fpadfw.org

 



 



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