Fox Valley Free CE Afternoon

July 19, 2018
12:45 PM CDT - 5:00 PM CDT
 Add to Calendar

North Shore Golf Club
N8421 N. Shore Road
Menasha, WI 54952
http://www.nsgolfclub.com/
 Directions

We are excited to host a Free CE event in the Fox Valley area.  The Free CE Day event that has been held in southern Wisconsin the last few years has been a huge success so we are expanding to the Fox Valley area to better serve our members.  

The event brings you an afternoon of continuing education presentations at NO cost to FPA-WI members.  This is a no frills event all brought to you by FPA-WI Partners.

Schedule for the afternoon:
12:45 - Sign In
1:00 - Welcome and Announcements
1:05 - Estate Plans that Fail to meet the Grantor's Goals - And how to Avoid Them, Richard Gamble, JD - Fiduciary Partners
1:55 - Break
2:05 - Social Security in Plain English, Steven Benjamin, CEBS, CRPC - Sit Mutual Funds
2:55 - Break
3:00 - Portfolio Risk Primer for Advisors - A Risk Conversation Near New Market Highs, Aladin Abughazaleh - ATA RiskStation
3:50 - Break
4:00 - Reverse Mortgages: The Cinderella of Retirement Planning, Harlan Accola - Fairway Independent Mortgage Corp.
5:00 - Pints 'n' Planning reception

All sessions have been approved for CFP and Wisconsin Insurance CE credits. 

Immediately following the last session of the afternoon we will continue to network and relax with fellow attendees at a Pints 'n' Planning event.  

The event is open to non-members as well for a very reasonable fee of $50.

Tickets

$0.00 FPA Members

$50.00 Non-Members

Future Meetings

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.

Read More

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

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