August 27th Virtual New Member Breakfast
The FPA Wisconsin New Member Breakfasts are our way of showing appreciation to new members for joining the organization. It also gives us the opportunity to get to know you better and answer any questions you may have as to how you can get the most out of your membership. Normally we love meeting you personally at a restaurant for a breakfast on us. In lieu of that we’re offering a virtual new member meeting opportunity on August 27th at the same 8am time frame for a short 30-minute introduction, and for joining us you’ll receive a $15 gift card to either The Original Pancake House or Starbucks to enjoy later!
Please join us on Thursday, August 27th. This virtual meeting will have a maximum group of 10 new members so we get to know you individually and everyone has time to ask questions if desired.
Kindly RSVP by the 25th if you plan to attend along with advising which gift card you’d like to receive. Contact Lisa Dregne at [email protected] or at (262) 366-2702. If you are unable to attend, please inquire about scheduling an alternate orientation over coffee or a brief phone call.
Future Meetings
Collaborative Learning Event- Advising Clients with Diminishing Capacity and Long-Term Care Concerns
Virtual Event
February 23rd Member Meeting
Virtual Event
New Member Breakfast
Virtual Event
Collaborative Learning Event
Virtual Event
May 4th Member Meeting
Virtual Event
New Member Breakfast
Virtual Event
Free CE Afternoon
To Be Determined
New Member Breakfast
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Collaborative Learning Event
Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/
September 21st Member Meeting
Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/
2021 Financial Planning Symposium
Brookfield Conference Center
325 South Moorland Road
Brookfield, WI 53005
https://www.brookfieldconferencecenter.com/
Collaborative Learning Event
Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/
New Member Breakfast
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
December 14th Member Meeting
Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/