2019 Financial Planning Symposium Save the Date

October 28, 2019 12:30 PM CDT to October 29, 2019 4:30 PM CDT
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Potawatomi Hotel & Casino
1611 West Canal Street
Milwaukee, WI 53233
https://www.paysbig.com/
 Directions

Mark your calendars now for this year's Financial Planning Symposium.  The planning committee has begun working on offering first-rate professional education along with optimal networking for your benefit and enjoyment.  The Symposium will be held at the Potawatomi Hotel & Casino in downtown Milwaukee.  Free onsite parking will be available.  Hotel rooms will be offered at a special rate of $119.

Stay tuned as more information becomes available.  

Future Meetings

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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Register Now

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 - Executive Employment Change

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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Register Now

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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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!

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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

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