November New Member Breakfast

 

November 20, 2019
8:00 AM CST - 9:30 AM CST
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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 Tuesday, November 19th if you plan to attend.  Contact Andrea Bulen at [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

Collaborative Learning Event- Advising Clients with Diminishing Capacity and Long-Term Care Concerns

 

February 10, 2021

 

3:00 PM CST to 4:30 PM CST

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

Register Now View Details ▶

 

 

February 23rd Member Meeting

 

February 23, 2021

 

8:55 AM CST to 12:00 PM CST

 

Virtual Event

First Member Meeting of the Year!

Register Now View Details ▶

 

 

New Member Breakfast

 

March 11, 2021

 

8:00 AM CST to 8:30 AM CST

 

Virtual Event

Learn more about what your new FPA membership has to offer!

View Details ▶

 

 

Collaborative Learning Event

 

April 21, 2021

 

3:00 PM CDT to 4:30 PM CDT

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

View Details ▶

 

 

May 4th Member Meeting

 

May 04, 2021

 

9:00 AM CDT to 12:00 PM CDT

 

Virtual Event

Save the date for the May 4th Member Meeting.

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New Member Breakfast

 

May 06, 2021

 

8:00 AM CDT to 8:30 AM CDT

 

Virtual Event

Learn more about what your new FPA membership has to offer!

View Details ▶

 

 

Free CE Day

 

July 21, 2021

 

8:30 AM CDT to 4:00 PM CDT

 

To Be Determined

Save the Date!

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Free CE Afternoon

 

July 22, 2021

 

1:00 PM CDT to 5:00 PM CDT

 

To Be Determined

Save the Date!

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New Member Breakfast

 

August 06, 2021

 

8:00 AM CDT to 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!

View Details ▶

 

 

Collaborative Learning Event

 

August 18, 2021

 

2:30 PM CDT to 4:30 PM CDT

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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September 21st Member Meeting

 

September 21, 2021

 

8:30 AM CDT to 1:15 PM CDT

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Save the date for our September Member Meeting.

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2021 Financial Planning Symposium

 

October 18, 2021

 

9:00 AM CDT to 4:30 PM CDT

 

Brookfield Conference Center
325 South Moorland Road
Brookfield, WI 53005
https://www.brookfieldconferencecenter.com/

We look forward to seeing all attendees at the Symposium.

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Collaborative Learning Event

 

November 10, 2021

 

2:30 PM CST to 4:30 PM CST

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

View Details ▶

 

 

New Member Breakfast

 

November 18, 2021

 

8:00 AM CST to 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!

View Details ▶

 

 

December 14th Member Meeting

 

December 14, 2021

 

1:00 PM CST to 5:00 PM CST

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Last Member Meeting of the Year.

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