January Quarterly Meeting

January 30, 2018
8:30 AM CST - 1:15 PM CST
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Milwaukee Marriott West
W231 N1600 Corporate Ct.
Waukesha, WI 53186

Join us for the first Member Meeting of the New Year.  We are very excited to welcome back Jimmy Williams, CPA/PFS, CFP® as he will share how to reduce your client’s tax burdens for financial planning purposes, you will leave with practical and effective tax savings strategies that will immediately help your clients. 

Tired of seeing boring speakers click through the same text-filled PowerPoint presentations you’ve seen over and over. If so you won’t want to miss our second speaker, Alan Moore, MS, CFP® who has one rule when presenting – he only speaks on topics that he is unbelievably passionate about. He promises to bring unmatched energy and passion to the stage, and will inspire and entertain you as he shares 5 business trends that are changing the future of financial planning along with how to properly serve the “now” generation that are seeking financial advice. 

Meeting Agenda:
8:30 - Registration and Continental Breakfast
8:45 - Welcome and Opening Remarks
8:50 – Effective Income & Estate Tax Planning for Individuals, Jimmy Williams, CPA/PFS, CFP® - approved for 2 CFP & WI Ins CE credits
9:40  – Break & Partner Introductions
9:55 – Effective Income & Estate Tax Planning...continued
10:45 - Break
10:50 - FPA Wisconsin Business
11:10 - The Future of Financial Planning - 5 Trends Changing the Way You Do Business Forever, Alan Moore, MS, CFP®. - no CE credits available for this session
12:00 - Break and Lunch 
12:20 – Financial Planning: It's Not Just for Boomers Any More, Alan Moore, MS, CFP®. - approved for 1 CFP & WI Ins CE credit
1:15 - Adjourn

Presentation Descriptions:

Effective Income and Estate Tax Planning for Individuals - This session will challenge the experienced practitioner to consider techniques and strategies to proactively reduce their clients’ tax burdens for financial planning purposes. Ever-changing provisions of tax law avails significant opportunities for CFP Practitioners to become the trusted adviser for clients in all aspects of their financial lives. Detailed examination of the tax law development process and effective implementation of the changes of law will provide an open platform for discussion among the participants. You will leave this course with practical and effective tax savings strategies that will immediately help your clients.

The Future of Financial Planning – 5 Trends Changing the Way You Do Business Forever - The financial planning industry is changing at a rapid pace, and the busy professionals and entrepreneurs running firms within it tend to focus only on the day-to-day operations of their own businesses. Many of us have a tough time picking our heads up to examine how new trends will shape our industry and how we operate as we move forward.

This presentation focuses on 5 industry trends that we identify as being critical components to the future of running a successful financial planning firm. These trends include:

  1.   Changing Demographics of Advisors
  2.   Changing Demographics of Clients
  3.   Technology
  4.   Crisis of Differentiation
  5.   Evolving Business Models

This exciting and engaging presentation focuses on the future of financial planning and leaves attendees with actionable tips on how to prepare a firm to thrive in the future.

Financial Planning: It’s Not Just for Boomers Any More - The financial planning profession is undergoing rapid change as members of generations X and Y, the “now” generation, join baby boomers in seeking financial advice. To properly serve this increasingly important demographic, firms must evaluate each element of their business.

During this exciting presentation we will evaluate:

  1.  Ways to engage and work with the children of existing clients
  2.  How to develop services that will engage and retain younger clients
  3.  Student loans and the impact they will have on next generation clients
  4.  Learn how to develop comprehensive planning strategies that are focused on younger clients

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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