Collaborative Learning Event - Retirement Income Planning, When There is Not Enough

 

February 12, 2020
2:30 PM CST - 4:30 PM CST
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Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/
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This session is designed to help the advisor evaluate imperfect choices when advising their clients for a retirement income strategy - when there is not enough.  How do we help those that have not done such a good job planning and saving?

Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered.

Upon your registration for this free to members event, you’ll be given a case study on the session topic. You’ll be randomly assigned a table and collaboratively your table will discuss concerns and develop solutions.  We’ll share findings and then wrap it up with an expert or two.

We'll get started at 2:30 pm with 30 minutes for networking and then the case study will begin at 3 pm.  Everything will wrap up by 4:30 pm.

Approved for 1 CFP CE credit and 1 WI Insurance CE.

FPA WINAIFA WI, SFSP and CFLCW will host different Collaborative Learning events with varying topic throughout the year. All topics require multiple disciplines and incredible networking opportunities. Registration is FREE for members of FPA WI, NAIFA WI, SFSP or CFLCW!

Not a member of FPA WI, NAIFA WI, SFSP or CFLCW? You can still attend for $25.

Tickets

$0.00 FPA WI, NAIFA WI, SFSP or CFLCW Members

$25.00 Non-Member Ticket

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8:00 AM CDT to 9:30 AM CDT

 

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September 23, 2020

 

8:50 AM CDT to 11:55 AM CDT

 

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October 12, 2020

 

12:00 PM CDT to 4:50 PM CDT

 

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

Mark your calendars now for this multi-day event!

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November 18, 2020

 

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 2020 Member Meeting

 

December 15, 2020

 

1:00 PM CST to 4:30 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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