FPA of Wisconsin Free CE Day

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

The Legend at Brandybrook
1 Legend Way
Wales, WI 53183
 Directions

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.

Tickets

$0.00 FPA Members

$100.00 Non-Members

Future Meetings

FPA Milwaukee Bucks Game

December 27, 2018
5:30 PM CST - 9:30 PM CST

Fiserv Fourm
1111 Vel R. Phillips Avenue
Milwaukee, WI 53203
https://www.fiservforum.com/

16 Discounted Tickets Available for Members

Read More

Register Now

January Member Meeting

January 29, 2019
8:30 AM CST - 1:15 PM CST

DoubleTree by Hilton
18155 W. Bluemound Road
Brookfield, WI 53045
https://doubletree3.hilton.com/en/hotels/wisconsin/doubletree-by-hilton-hotel-milwaukee-brookfield-MKEBKDT/index.html?SEO_id=GMB-DT-MKEBKDT

Register Now for the first meeting of 2019 that will focus on college planning.

Read More

Register Now

Defining Markets Conference 2019

January 30, 2019
2:00 PM CST - 5:15 PM CST

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

Hosted by UW-Milwaukee | Lubar School of Business

Read More