September Member Meeting with CFA Society Madison

 

September 23, 2020
8:30 AM CDT - 1:15 PM CDT
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Monona Terrace
9 East Wilson Street
Madison, WI 53703
http://www.mononaterrace.com/
Directions

Please join FPA of Wisconsin with CFA Society Madison for our member meeting.  Topics and speakers will be announced soon. 

Meeting Agenda:
8:30 - Registration and Networking
8:45 - Welcome and Opening Remarks
8:50 –  Presentation 1 - TBD
9:40  – Break and Partner Introductions
9:55 –  Presentation 2 - TBD
10:45 - Break
11:10 -  Presentation 3 - TBD
12:00 - Break and Lunch 
12:20 –  Presentation 4 - TBD
1:15 - Adjourn

Registration will be open this summer. 

 

 

Tickets

$39.00 Member Fee

$139.00 Non-Member Fee

$60.00 First Time Guest

$70.00 Student - CFP Certificant Program

$70.00 Student - Financial Planning Degree Program

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!

Register Now View Details ▶

 

 

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!

View Details ▶

 

 

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

View Details ▶

 

 

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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