Fox Valley Free CE Afternoon

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

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

We are excited to host a Free CE event in the Fox Valley area.  The Free CE Day event that has been held in southern Wisconsin the last few years has been a huge success so we are expanding to the Fox Valley area to better serve our members.  

The event brings you an afternoon of continuing education presentations at NO cost to FPA-WI members.  This is a no frills event all brought to you by FPA-WI Partners.

Schedule for the afternoon:
12:45 - Sign In
1:00 - Welcome and Announcements
1:05 - Estate Plans that Fail to meet the Grantor's Goals - And how to Avoid Them, Richard Gamble, JD - Fiduciary Partners
1:55 - Break
2:05 - Social Security in Plain English, Steven Benjamin, CEBS, CRPC - Sit Mutual Funds
2:55 - Break
3:00 - Portfolio Risk Primer for Advisors - A Risk Conversation Near New Market Highs, Aladin Abughazaleh - ATA RiskStation
3:50 - Break
4:00 - Reverse Mortgages: The Cinderella of Retirement Planning, Harlan Accola - Fairway Independent Mortgage Corp.
5:00 - Pints 'n' Planning reception

All sessions have been approved for CFP and Wisconsin Insurance CE credits. 

Immediately following the last session of the afternoon we will continue to network and relax with fellow attendees at a Pints 'n' Planning event.  

The event is open to non-members as well for a very reasonable fee of $50.

Tickets

$0.00 FPA Members

$50.00 Non-Members

Future Meetings

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/

Member Meeting

Read More

Register Now

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

Read More

Register Now

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

Read More

Register Now

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

Read More

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

Read More

2018 Financial Planning Symposium

October 29, 2018 12:00 PM CDT to October 30, 2018 4:30 PM CDT

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

Register now for the Financial Planning Symposium.

Read More

Register Now

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