May 2020 Member Meeting

 

May 12, 2020
9:00 AM CDT - 11:55 AM CDT
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Webinar


Directions

In light of the current state of limiting public gatherings, our in person May 12th Member Meeting has cancelled.   Instead we will be offering three webinars on May 12th.  Topics include a look at the global investment outlook and the changing world of asset allocation; how to transition from a reactive position to one that is proactive and three considerations to change the frame of client conversations; and how to help families navigate the complicated college process and save tens of thousands of dollars.  A more comprehensive description for each session is listed below.

Meeting Agenda:
8:55 - Welcome
9:00 – Investment Themes, Mehernosh Engineer - approved for 1 CFP & applied for 1 WI Ins CE
9:55 – Break
10:00 – Back to Basics, Wealth Transfer & Income Tax Mitigation - Jeff Brooks - approved for 1 CFP and applied for 1 WI Ins CE
10:55 - Break
11:00 - Navigating the College Process in the New COVID-19 World - Cozy Wittman - approved for 1 CFP and applied for 1 WI Ins CE
11:55 - Adjourn

Note - CFP and Insurance NPN numbers must be provided at registration in order to ensure electronic reporting of earned continuing education credits.  When registering - kindly enter your CFP number in the "Address 1:" box and/or Wisconsin Insurance NPN number in the "Address 2:" box on the registration form.
 
Presentation Descriptions: 

9:00 – Mehernosh Engineer
Investment Themes
This presentation is a global investment outlook that includes an in-depth analysis of the key factors driving the increasingly divergent global economy and insight into potential areas of actionable opportunities in the global equity markets. It provides investment guidance on asset allocation in a changing world.

10:00 – Jeff Brooks
Back to Basics, Wealth Transfer & Income Tax Mitigation
These days there is no shortage of challenges with the market being so volatile. During this presentation Jeff will give you ways to transition from a reactive position to one that is proactive.  He will share a planning checkup for challenging markets and introduce three key considerations to change the frame of client conversations. First getting back to basics. Second how to position investors for a transfer of wealth. Lastly, how to implement and mitigate income taxes.

11:00 – Cozy Wittman
Navigating the College Process in the New COVID-19 World
There is no purchase as significant as college that families -- and financial advisors -- comparatively know as little about. The significant increase in cost and complexity –especially in the new COVID-19 world -- has families desperate for answers, and offers advisors a tremendous opportunity to provide value.

Late-stage college planning is much more than 529 plans, and understanding this hot topic better can elevate you and your practice. You will not want to miss hearing a national expert share specific strategies every financial professional should know about to help families navigate the complicated college process and save tens of thousands of dollars.

To view the speakers' bios - click here!

 

Tickets

$0.00 Member Fee

$0.00 Non-Member Fee

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

 

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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!

View Details ▶

 

 

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!

View Details ▶

 

 

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!

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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