New Member Breakfast

March 14, 2018
8:00 AM CDT - 9:30 AM CDT
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Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
 Directions

Breakfast is on us!

FPA-WI's New Member Breakfasts are a way of way of showing our appreciation to new members for joining our organization, and it gives us the opportunity to get to know all members better.  You are welcome whether you are new to FPA, or want to jump start your membership involvement! You'll receive an important packet of information that will help you understand some of the benefits of being a member of our FPA chapter.  We have also invited other key members to share with you the various activities that you may elect to participate in over the next year.

Please R.S.V.P. by Tuesday, March 13th if you plan to attend.  Contact Andrea Bulen at andrea@shakespearewm.com or at (262) 814-1600.  If you are unable to attend, please inquire about scheduling an alternate orientation over coffee or a brief phone call.

Future Meetings

Defining Markets Conference

January 25, 2018
3:00 PM CST - 5:30 PM CST

Miller High Life Theatre
500 W. Kilbourn Avenue
Milwaukee, WI 53203
http://www.millerhighlifetheatre.com/

Register now - Health Care Panel & Investment Strategy Panel Discussions

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NexGen Happy Hour with Alan Moore

January 29, 2018
5:30 PM CST - 7:30 PM CST

Camp Bar Third Ward
525 E. Menomonee St.
Milwaukee, WI 53202
https://www.campbarmke.com/milwaukee

Network with your peers & get to know Alan Moore

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Register Now

January Quarterly Meeting

January 30, 2018
8:30 AM CST - 1:15 PM CST

Milwaukee Marriott West
W231 N1600 Corporate Ct.
Waukesha, WI 53186
http://www.marriott.com/hotels/travel/mkemw-milwaukee-marriott-west/

Join us for our first meeting of the new year!

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Register Now

New Member Breakfast

March 14, 2018
8:00 AM CDT - 9:30 AM CDT

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

Read More

March Quarterly Meeting

March 20, 2018
8:30 AM CDT - 1:15 PM CDT

Milwaukee Marriott West
W231 N1600 Corporate Ct.
Waukesha, WI 53186
http://www.marriott.com/hotels/travel/mkemw-milwaukee-marriott-west/

Member Meeting

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Collaborative Learning Event

April 19, 2018
2:30 PM CDT - 4:30 PM CDT

Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214

Selling the Business Within the Family - Hosted by FPA WI, NAIFA, SFSP, CFLCW

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June Quarterly Meeting

June 19, 2018
8:30 AM CDT - 1:30 PM CDT

To Be Determined

Member Meeting

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FPA of Wisconsin Free CE Day

July 18, 2018
8:00 AM CDT - 4:00 PM CDT

The Legend at Brandybrook
1 Legend Way
Wales, WI

Free CE Day is Back

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New Member Breakfast

September 06, 2018
8:00 AM CDT - 9:30 AM CDT

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

Read More

September Quarterly Meeting

September 18, 2018
8:30 AM CDT - 1:15 PM CDT

Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704
https://www.maplebluffcc.com/

Member Meeting

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Collaborative Learning Event

October 10, 2018
2:30 PM CDT - 4:30 PM CDT

Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214

Selling the Business Outside the Family - Hosted by FPA WI, NAIFA, SFSP, CFLCW

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2018 Financial Planning Symposium

October 29, 2018 1:00 PM CDT to October 30, 2018 4:30 PM CDT

Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com

Mark your calendar now for October 29th & 30th and watch for details about the Financial Planning Symposium.

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New Member Breakfast

November 28, 2018
8:00 AM CST - 9:30 AM CST

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

Read More