Meeting Information
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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
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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
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
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.
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.
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
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!
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.
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
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.
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!
