Collaborative Learning Event

April 19, 2018
2:30 PM CDT - 4:30 PM CDT
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Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214
 Directions

Collaborative Learning:
Selling the Business
Within the Family

hosted by FPA WI, NAIFA, SFSP & CFLCW

Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered.

Upon your registration for this free to members event, you’ll be given a case study on selling the business within the family. You’ll be randomly assigned a table and collaboratively your table will discuss concerns and develop solutions.  We'll share the findings and then wrap it up with an expert or two.

We'll get started at 2:30 pm and allow half an hour for networking and the case study will begin at 3 pm.  Everything will wrap up by 4:30 pm.

Approved for 1 CFP and WI Insurance CE credit.

FPA WINAIFA,  SFSP and CFLCW will host different Collaborative Learning events with varying topic throughout the year. All topics require multiple disciplines and incredible networking opportunities. Registration is FREE for members of FPA WI, NAIFA, SFSP or CFLCW!

Not a member of FPA WI, NAIFA, SFSP or CFLCW? You can still attend for $25.

Future Meetings

2018 Financial Planning Day

August 30, 2018
12:00 PM CDT - 8:00 PM CDT

Marquette University - Alumni Memorial Union
1442 W. Wisconsin Avenue
Milwaukee, WI 53233
http://www.marquette.edu/amu/

Free Financial Planning Day in Milwaukee

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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!

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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

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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

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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.

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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