September New Member Breakfast

September 05, 2019
8:00 AM CDT - 9:30 AM CDT
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Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
 Directions

Breakfast is on us!

FPA-WI's New Member Breakfasts is our way of showing our appreciation to new members for joining the organization, and it gives us the opportunity to get to know all members better.  You are welcome whether you are new to FPA, or want to jump start your membership involvement! You'll receive an important packet of information that will help you understand some of the benefits of being a member of our FPA chapter.  We have also invited other key members to share with you the various activities that you may elect to participate in over the next year.

Please R.S.V.P. by Wednesday, September 4th if you plan to attend.  Contact Andrea Bulen at m[email protected] or at (262) 814-1600.  If you are unable to attend, please inquire about scheduling an alternate orientation over coffee or a brief phone call.

Future Meetings

CFP Board - Town Hall Meeting

May 22, 2019
5:00 PM CDT - 6:30 PM CDT

The Kimpton Journeyman
310 E. Chicago Street
Milwaukee, WI 53202

Join CFP Board's Leadership for a Town Hall Meeting

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NexGen Coffee Gathering

June 20, 2019
7:30 AM CDT - 9:00 AM CDT

Colectivo Coffee Lakefront
1701 N Lincoln Memorial Dr
Milwaukee, WI 53202
https://colectivocoffee.com/cafes/lakefront/

Join fellow NexGen planners for a casual gathering to network and share ideas.

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Free CE Day

July 17, 2019
8:00 AM CDT - 4:00 PM CDT

The Legend at Brandybrook
1 Legend Way
Wales, WI 53183

Mark your calendars now - more details will be available this spring.

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Fox Valley Free CE Afternoon

July 18, 2019
12:45 PM CDT - 5:00 PM CDT

Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/

Our Second Free CE event in the Fox Valley

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September New Member Breakfast

September 05, 2019
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!

Read More

September Member Meeting

September 17, 2019
8:30 AM CDT - 1:15 PM CDT

Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704
https://www.maplebluffcc.com/

Mark your calendars now - more details will be available this summer.

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Collaborative Learning Event

September 24, 2019
2:30 PM CDT - 4:30 PM CDT

Walny Legal Group Office
250 E. Wisconsin Avenue
Milwaukee, WI 53202

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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2019 Financial Planning Symposium Save the Date

October 28, 2019 12:30 PM CDT to October 29, 2019 4:30 PM CDT

Potawatomi Hotel & Casino
1611 West Canal Street
Milwaukee, WI 53233
https://www.paysbig.com/

Mark your calendars now - more details will be available this spring.

Read More

November New Member Breakfast

November 20, 2019
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