June Quarterly Meeting

June 19, 2018
8:30 AM CDT - 1:30 PM CDT
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Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927

Join us for a first-rate line up of speakers and topics which include the positive factors that will keep the bull market going for the next several years; how to protect and create value in a business along with discovering opportunities of investing in private markets; and finally how to advise your clients through the toughest times in their lives.   

Meeting Agenda:
8:30 - Registration and Networking
8:45 - Welcome and Opening Remarks
8:50 – Predicting the Future with No Crystal Ball - Andrew Adams, Raymond James - approved for 1 CFP and WI Ins CE credit
9:40  – Break
9:55 – Positioning A Business to Both Protect & Maximize Value - Brett Hickey, Star Mountain Capital - approved for 1 CFP and WI Ins CE credit
10:45 - Break
10:50 - FPA of Wisconsin Business
11:10 - Advising Clients through the Toughest Times in Life - Ken Florian, Corgenius, Inc. - approved for 2 CFP and WI Ins CE credit
12:00 - Break / Lunch 
12:20 – Advising Clients through the Toughest Times in Life...continued
1:15 - Adjourn

Presentation Descriptions:

Predicting the Future with No Crystal Ball - with U.S. stock market valuations stretched and a whole host of political and geopolitical uncertainty making headlines, many investors are concerned that the stock market recovery following the 2007-2009 global financial crisis may be nearing its end. However, Raymond James believes there remains several positive factors that will keep the bull market going for the next several years, and this session will explain what these factors are and why they are so important. 

Positioning A Business to Both Protect and Maximize Value - during this presentation the mechanics of how to build a business to both protect value and maximize its long-term value will be covered. As an experienced investor in private businesses for over 15 years, Mr. Hickey will also touch upon how financial advisors can help clients access this growing marketplace and become a strategic partner to business owners.  Attendees will gain an understanding on how to assist clients with sourcing, underwriting and managing investments.  Mr. Hickey will also go into ways to achieve growth in a business and take it to the level of being sellable.

By the end of the presentation, attendees will know how to protect and create value for private small and medium-sized businesses and how to think about opportunities of investing in the private markets. 

Advising Clients through the Toughest Times in Life - you know what to do with money. How many times do you wonder what to say to the client? When clients cope with death, divorce, retirement, empty nest, or other life transitions, what you say and do in the office has more influence on your client relationship than your financial savvy ever did. Understand how to answer the dreaded “bad news” phone call, the unique issues that your clients face, the differences between men and women, and the best ways to communicate at appointments and on the phone. Find out how to handle a crying client and whether the stages of grief are applicable. Gain skills to deal with irrational fears, bring humor into meetings, and help clients make wise decisions in the midst of loss. Walk away with practical, proven strategies that you can implement immediately.

During this two hour session you will learn –

  1. Learn the most important principles of grief support, what questions to ask a grieving client, and how to support clients in transition without intruding into their personal lives.
  2. Reinforce the value of life insurance and gain some tips on introducing the topic to clients.
  3. Understand why the “stages of grief” are insufficient knowledge and what to expect instead from grieving clients and family members.
  4. Gain skills for handling client fears, establishing empathetic bonds, and building long-term loyalty.
  5. Learn what to say at funerals and services to offer genuine comfort to clients.
  6. Develop a variety of ways to supportively follow up in the year after a death in a client’s family, including what to write in a condolence card.

To view the speakers' bios - click here!


$39.00 Member Fee

$139.00 Non-Member Fee

$60.00 First Time Guest

$70.00 Student - CFP Certificant Program

$70.00 Student - Financial Planning Degree Program

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