Collaborative Learning Webinar - Sudden Wealth

 

August 18, 2020
3:00 PM CDT - 4:30 PM CDT
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This session is designed to help the advisor evaluate the legal and tax considerations when inheriting a large sum of money, identify financial planning opportunities and challenges for clients experiencing sudden wealth, and gain an understanding of the tools available when planning for clients that have multiple priorities.

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.

A few days prior to the event you will receive a confirmation notice with the case study. During the event you’ll be randomly assigned to a breakout room and collaboratively your group will discuss concerns and develop solutions.  We’ll share findings and hear from our expert Jorie (Forrester) Pitt, CFP®, Principal, Senior Wealth Advisor at AHC Advisors.

To view Jorie Pitt's bio - click here!

We'll get started at 3:00 pm and everything will wrap up by 4:30 pm.

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 everyone that attends. 

Approved for 1 CFP CE and 1 WI Insurance CE.

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Tickets

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

$0.00 Non-Member Ticket

Future Meetings

Free CE Virtual Event

 

July 22, 2020

 

9:00 AM CDT to 12:00 PM CDT

 

Webinar

Register now for this multi-day virtual event!

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Collaborative Learning Webinar - Sudden Wealth

 

August 18, 2020

 

3:00 PM CDT to 4:30 PM CDT

 

Webinar

Hosted by, FPA WI, NAIFA WI, SFSP, CFLCW

Register Now View Details ▶

 

 

September New Member Breakfast

 

September 02, 2020

 

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!

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September Member Meeting Webinar

 

September 23, 2020

 

8:50 AM CDT to 11:55 AM CDT

 

Webinar

Mark your calendars now.

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2020 Financial Planning Symposium

 

October 12, 2020

 

12:00 PM CDT to 4:50 PM CDT

 

Brookfield Conference Center
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 New Member Breakfast

 

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!

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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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