The Certification in Long-Term Care Master Class

 

March 19, 2020
8:00 AM CDT - 5:00 PM CDT
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Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/
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FPA is proud to partner with NAIFA WI in offering the master class to earn the designation of Certified in Long Term Care (CLTC). One needs not be insurance licensed to obtain the designation. Fee only, fee based and other FPA WI members are encouraged to obtain the designation and become more knowledgeable in health care events that could affect your clients.

The class is not just about LTC insurance, rather learning how to have the conversation about extended health care events with clients, services available, stress testing your clients portfolio and helping clients develop an action plan.

The class is over two days, is deeply discounted and as soon as you pass the test you will have earned the designation.

Earning the designation or have 1-2 in your office obtain it will provide added value in your client’s eyes and better prepare you for when clients or their families turn to you for guidance. Enroll today and use the coupon code to secure the discount.

For more info – click here! 

Date: 3/19/2020 - 8:00 am to 5:00 pm
           3/20/2020 - 8:00 am to 5:00 pm

CE Credits: 14 Wisconsin Insurance / 10 CFP

Fees: $850 using code FPA20

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

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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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