FPA of Wisconsin Free CE Day

July 18, 2018
8:00 AM CDT - 4:00 PM CDT
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The Legend at Brandybrook
1 Legend Way
Wales, WI 53183

FREE CE DAY is was first held in 2015 and is back due to popular demand.  The event brings you a full day of continuing education presentations at NO cost to FPA-WI members. This will be a first come, first serve event, and is being held at The Legend at Brandybrook Golf Club in Wales, WI.

This is a no frills event, including a continental breakfast, lunch, and an entire day of one hour CE presentations, all brought to you by the FPA-WI Partners.

Schedule for the day:
8:00 am - Sign in and Continental Breakfast
8:20 - Welcome and Announcements
8:30 - Insurance Considerations for Successful Families, Dan Wolfgram, ANS, CPIA & Tracy Bonin, CIC, Brandy Enger, CIC - R&R Insurance Services
9:25 - Break
9:35 - Social Security in Plain English, Steve Benjamin, CEBS, CRPC - Sit Mutual Funds
10:25 - Break
10:35 - Getting to the Core of Fixed Income Investing, Jeffrey Matthias, CFA, CIPM - Madison Investment Advisors
11:25 - Break
11:35 - Portfolio Risk Primer for Advisors - A Risk Conversation Near Market Highs, Aladin Abughazaleh - ATA RiskStation
12:25 pm - Lunch and Partner Comments
1:10 - Medicare Basics 2018, Alisa Allen, RHU, REBC - WPS Medicare Market Solutions
2:00 - Break
2:15 - Retirement Planning: Reverse Mortgages, Lon Niedermeier - Fairway Independent Mortgage Corp
3:05 - Break
3:15 - A Fiduciary Look at Long Term Care Planning, Mike Smith - CPS Horizon Financial Group
4:05 - Adjourn

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

The event is open to non-members as well for a reasonable fee of $100.


$0.00 FPA Members

$100.00 Non-Members

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