Collaborative Learning Event

October 10, 2018
2:30 PM CDT - 4:30 PM CDT
 Add to Calendar

Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214

Collaborative Learning:
Selling the Business
Outside the Family


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 outside 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 CE credit and 1 WI Insurance CE credit.

FPA WINAIFA, SFSP and CFLCW will host different Collaborative Learning events with varying topic throughout the next two years. 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.


$0.00 FPA WI, NAIFA, SFSP or CFLCW Member

$25.00 Non-Member Guest

Future Meetings

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

CFA Society Milwaukee Event with Ben Carlson

December 04, 2018
5:00 PM CST - 8:00 PM CST

The Westin Milwaukee
550 N. Van Buren Street
Milwaukee, WI 53202

Learn more on how to Survive & Thrive in the New World of Financial Advice

Read More

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

24 Discounted Tickets Available for Members

Read More

Register Now