Collaborative Learning Event

April 19, 2018
2:30 PM CDT - 4:30 PM CDT
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Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214
 Directions

Collaborative Learning:
Selling the Business
Within the Family

hosted by FPA WI, NAIFA, SFSP & CFLCW

Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered.

Upon your registration for this free to members event, you’ll be given a case study on selling the business within the family. You’ll be randomly assigned a table and collaboratively your table will discuss concerns and develop solutions.  We'll share the findings and then wrap it up with an expert or two.

We'll get started at 2:30 pm and allow half an hour for networking and the case study will begin at 3 pm.  Everything will wrap up by 4:30 pm.

Approved for 1 CFP and WI Insurance CE credit.

FPA WINAIFA,  SFSP and CFLCW will host different Collaborative Learning events with varying topic throughout the year. All topics require multiple disciplines and incredible networking opportunities. Registration is FREE for members of FPA WI, NAIFA, SFSP or CFLCW!

Not a member of FPA WI, NAIFA, SFSP or CFLCW? You can still attend for $25.

Future Meetings

Do 1 Thing Volunteer Orientation

May 08, 2018
9:15 AM CDT - 10:15 AM CDT

Brookfield Public Library
1900 N. Calhoun Road
Brookfield, WI 53005

Interested in Volunteering - learn more by attending the orientation meeting.

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June Quarterly Meeting

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

Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/

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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

Full day of Free CE

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Fox Valley Free CE Afternoon

July 19, 2018
12:45 PM CDT - 5:00 PM CDT

North Shore Golf Club
N8421 N. Shore Road
Menasha, WI 54952
http://www.nsgolfclub.com/

Our First Free CE event in the Fox Valley

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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!

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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!

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