Downloads

Partner Website Items

Volatility Creates High Yield Opportunity

The Case for International Small Caps

The CARES Act

Rebalancing - The Diversification Defense

IRA Changes 2020 V2

Strategies for Maneuvering through Volatility

2021 Committee Descriptions

2021 Partnership Benefits

Advisor Adit

Advisor Adit Meeting Attendee Instructions

Sept 13th Advisor Adit Instructions

June 7th Handout and CE Instructions

Free CE Day Attendee Instructions for CE & Handouts

7.13.17 Free CE Instructions

9.12.17 Meeting Instructions & CE App

1.30.18 AdvisorAdit Instructions

7.18.18 Free CE Day Instructions

7.19.18 Free CE Afternoon Instructions

9.18.18 Meeting Attendee Instructions for CE & Handouts

Partners

2016 FPA-WI Partner Program

2017 Partners Benefits & Agreement

2018 Partner Benefits and Agreement

2019 Partnership Benefits & Agreement

2019 FPA WI Partnership Benefits & Agreement

2020 FPA WI Partnership Benefits & Agreement

Bounce Back Quilt Chart

Capital Market Perspectives

IRA Changes 2020

Edvest - Advisor Flyer

Edvest - FPA Promotion

Sponsor Thanksgiving Card

Edvest Flyer

Newsletters

FPA-SW Newsletters 2003

FPA-SW Newsletters 2005.zip

FPA-SW Newsletters 2004.zip

FPA-SW Newsletters 2006.zip

FPA-SW Newsletters 2007.zip

FPA-SW Newsletters 2008.zip

FPA-SW Newsletters 2009.zip

FPA-SW Newsletters 2010.zip

Newsletter - Autumn 2010.pdf

2011 Winter Newsletter

2016 Symposium

Aspira Spa Menu

2016 Symposium Agenda

Symposium Agenda 2016

2016 Symposium Agenda II

2016 Symposium Agenda V.5

2016 FPS Final Agenda

Attendee & CE Information

2016 Symposium Opportunities & Confirmation

2015 Symposium Brochure

2015 Symposium Brochure

FP Day

2016 FP Day Flyer

CLTC

Pro Bono

Pro Bono Boot Camp Handouts

Pro Bono Eligibility Policy

Pro Bono Frequently Asked Questions

Pro Bono Guidelines

Pro Bono Boot Camp Instructions

Pro Bono Enrollment - FPA of Southern Wisconsin

Pro Bono Letter of Engagement

Pro Bono CE Experience Hours

Pro Bono Sample Broker Dealer Compliance Acknowledgement

Pro Bono Volunteer Sign-Up Form

Financial Planning Days 2015 Flier

Financial Empowerment Flyer

Money Path Volunteer Recruitment

SecureFutures -1/14

Scholarship Info Application

FPA-SW Scholarship Info and Application

2015 FPA-SW Scholarship Application

2017 FPA Scholarship Program

2018 Scholarship Application

2019 Scholarship Program

2019 FPA WI Scholarship Program

FPA Scholarship Program 2020

Updated Scholarship Form

2021 Scholarship

Speaker Bios

Sept 13th Speaker Bios

9.13.19 Speaker Bio V2

2.8.17 Speaker Bios

Sue Gresham Bio

June 13th Speaker Bios

9.12.17 Speaker Bios V.2

9.12.17 Speaker Bios V.3

1.30.18 Speaker Bios

3.20.18 Speaker Bios

6.19.18 Speaker Bios

9.18.18 Speaker Bios

Ben Carlson Bio

1.29.19 Speaker Bios

5.7.19 Speaker Bios

9.17.19 Meeting Speaker Bio

Speaker Bio 1.29.20

May 12th Speakers Bios

Sept 23rd Speaker Bios

Symposium Speaker Bios

Avery Mayne Bio

Volunteer

2015 Volunteers

Make A Difference Volunteer Recruitment

Learn how you can Make A Difference in the lives of young people.

2019 Committee Descriptions

FPA WI Committee Descriptions 2020

WCTC

WCTC Spring 2017 Offerings

Webinars

Reverse Mortgage Webinar

Pfau Webinar

Member Meeting

2.8.17 Agenda

2.8.17 Meeting Attendee Instructions for CE

4.11.17 Member Meeting Agenda

4.11.17 Advisor Adit Handout

9.12.17 Meeting Agenda

9.12.17 Revised Meeting Agenda

CLE - Special Needs Child Case Study

1.30.18 Meeting Agenda

3.20.18 Meeting Agenda

3.20.18 Meeting Attendee Instructions for CE & Handouts

6.19.18 Meeting Attendee CE Items

6.19.18 Meeting Agenda

9.18.18 Meeting Agenda

1.29.19 Meeting Attendee Instructions for CE

1.29.19 Meeting Agenda

5.7.19 Member Meeting Agenda

5.7.19 Meeting Attendee Instructions for CE

9.17.19 Speaker Bios

9.17.19 Meeting Attendee Instructions for CE

9.17.19 Meeting Agenda

1.29.20 Member Meeting

1.29.20 Member Meeting Instructions for CE

1.29.20 Member Meeting Instructions for CE

CLTC Logo

5.12 CE Handout

5.12 Agenda

5.12 CE Handout

5.12.20 Agenda

5.12.20 Webinar CE Sheet

9.23 Member Meeting

9.23 Advisor Adit

12.15 Agenda

Crafting a High Performance Practice Presentation

2017 Symposium

2017 Symposium Flyer

2017 Symposium Final Agenda

2017 Symposium Finalized Agenda

2017 Final Agenda

Attendee & CE Information

2018 Symposium Agenda III

2018 Symposium Agenda X

2018 Financial Planning Symposium Agenda

2018 Symposium CE & Handout Instructions

Membership

Top 10 Reasons

Board Nomination Form

2020 Scholarship program

10 Reasons to join FPA

CLE Items

Selling the Business Within the Family Case Study

10.10.18 CLE Case Study

2.19.19 CLE Case Study

Executive Employment Change - CLE Case Study

9.25.19 Charitable Giving Case Study

Balance Sheet

9.25.19 Tax Info

2.12 - Case Study

Jorie Pitt Bio

Sudden Wealth Case Study

Sudden Money Journal

Jay and Gloria

Phil and Claire

Cam and Mitch

FPA WI Committee Descriptions

2020 Scholarship

Agenda 2020 Symposium

10 Reasons to join FPA flyer

Free CE Items

7.18.18 Free CE Day Agenda

7.19.18 Free CE Afternoon Agenda

7.17.19 Free CE Attendee Instructions & Handout

7.17.19 Free CE Agenda

7.18.19 Free CE Attendee CE Instructions & Handout

Free CE Afternoon Agenda

Free CE Speaker Bios

Free CE Session Descriptions

Free CE 2020 Breakout

2020 Free CE Agenda

2020 Free CE Attendee Instructions

2020 Free CE Instructions

2019 Symposium

2019 FPA WI Symposium Agenda

2019 FPA Symposium Agenda

FPA Symposium Agenda

2019 Symposium CE & Handout Info

2020 Symposium Agenda

Fonts

Franklin Gothic Book

Franklin Gothic Demi

Thanksgiving

2020 Symposium

2020 FPA Symposium Agenda

Updated 2020 Symposium Agenda

2020 Speaker Bios

2020 Symposium Attendee Instructions