Free CE Virtual Event

 

July 22, 2020
9:00 AM CDT - 12:00 PM CDT
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Every year we look forward to offering our Free CE Day in Wales and the Free CE Afternoon in Appleton.  We have been closely monitoring the situation with COVID-19, and after much consideration, we have made the decision to move the Free CE sessions to a virtual experience.  We will be hosting a total of 6 sessions over a 2-day period on Wednesday, July 22nd and Thursday, July 23rd

As always, there is No cost to FPA-WI members to attend these continuing education presentations.  We invite non-members to attend at a reasonable fee of $60. 

Schedule for Wednesday's sessions:
8:55 am - Welcome and Announcements
9:00 - What's on the Menu? Tom Charon - Capital Group
9:55 - Break
10:00 - Plan Your Journey to Retirement: Target Date Income, Ben Chera - Lincoln Financial
10:55 - Break
11:00 - Managing Your Power of Choice, Jenny Wagner & Pam Foti - Vesta Senior Network
11:55 - Adjourn

Schedule for Thursday's sessions:
8:55 am - Welcome and Announcements
9:00 - Reverse Mortgages: The Cinderella of Retirement Planning, Harlan Accola - Fairway Independent Mortgage Corporation
9:55 - Break
10:00 - Finding Opportunity in the Low Volatility Anomaly, Chris Jenks, CFA - BMO Global Asset Management
10:55 - Break
11:00 - Investment Advice Reform 2020: A Focus on the Duty of Care, Barry Mendelson, CIMA - Capital Market Consultants
11:55 - Adjourn

A comprehensive description for each session can be found here!  All of the sessions have been approved for CFP CE credits.  All sessions have applied for WI Insurance and Investments & Wealth Institute CE credits.

To view the speaker bios - click here!

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Tickets

$0.00 FPA Members

$60.00 Non-Member

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 Event - Sudden Wealth

 

August 18, 2020

 

2:30 PM CDT to 4:30 PM CDT

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

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 with CFA Society Madison

 

September 23, 2020

 

8:30 AM CDT to 1:15 PM CDT

 

Monona Terrace
9 East Wilson Street
Madison, WI 53703
http://www.mononaterrace.com/

Joint meeting with CFA Society Madison

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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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