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 - Plan Your Journey to Retirement: Target Date Income, Ben Chera - Lincoln Financial
9:55 - Break
10:00 - What's on the Menu?, Tom Charon - Capital Group
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, WI Insurance, and Investments & Wealth Institute CE credits.

To view the speaker bios - click here!


$0.00 FPA Members

$60.00 Non-Member

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