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 membership@fpawi.org 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

March New Member Breakfast

March 13, 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!

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CFA Society Milwaukee March Event

March 13, 2019
12:00 PM CDT - 1:15 PM CDT

University Club
924 East Wells Street
Milwaukee, WI 53202
https://www.uclubmke.com/

Money, Happiness, and the Future of the Wealth Management

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May Member Meeting

May 07, 2019
8:30 AM CDT - 1:15 PM CDT

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

Member meeting in the Fox Valley Area

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Do 1 Thing Volunteer Orientation

May 16, 2019
8:30 AM CDT - 11:00 AM CDT

Waukesha State Bank
18300 W. Capitol Drive
Brookfield, WI 53045

We are looking for volunteers - learn more by attending this meeting!

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Register Now

Collaborative Learning Event

May 21, 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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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.

Read More

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

Read More

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