Meeting Information

2021 Financial Planning Symposium

 

October 18, 2021
9:00 AM CDT - 4:30 PM CDT
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Brookfield Conference Center
325 South Moorland Road
Brookfield, WI 53005
https://www.brookfieldconferencecenter.com/
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More details to come early summer!

Future Meetings

Collaborative Learning Event- Advising Clients with Diminishing Capacity and Long-Term Care Concerns

 

February 10, 2021

 

3:00 PM CST to 4:30 PM CST

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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February 23rd Member Meeting

 

February 23, 2021

 

8:55 AM CST to 12:00 PM CST

 

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First Member Meeting of the Year!

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New Member Breakfast

 

March 11, 2021

 

8:00 AM CST to 8:30 AM CST

 

Virtual Event

Learn more about what your new FPA membership has to offer!

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Collaborative Learning Event

 

April 21, 2021

 

3:00 PM CDT to 4:30 PM CDT

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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May 4th Member Meeting

 

May 04, 2021

 

9:00 AM CDT to 12:00 PM CDT

 

Virtual Event

Save the date for the May 4th Member Meeting.

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New Member Breakfast

 

May 06, 2021

 

8:00 AM CDT to 8:30 AM CDT

 

Virtual Event

Learn more about what your new FPA membership has to offer!

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Free CE Day

 

July 21, 2021

 

8:30 AM CDT to 4:00 PM CDT

 

To Be Determined

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Free CE Afternoon

 

July 22, 2021

 

1:00 PM CDT to 5:00 PM CDT

 

To Be Determined

Save the Date!

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New Member Breakfast

 

August 06, 2021

 

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 ▶

 

 

Collaborative Learning Event

 

August 18, 2021

 

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 21st Member Meeting

 

September 21, 2021

 

8:30 AM CDT to 1:15 PM CDT

 

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

Save the date for our September Member Meeting.

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2021 Financial Planning Symposium

 

October 18, 2021

 

9:00 AM CDT to 4:30 PM CDT

 

Brookfield Conference Center
325 South Moorland Road
Brookfield, WI 53005
https://www.brookfieldconferencecenter.com/

We look forward to seeing all attendees at the Symposium.

View Details ▶

 

 

Collaborative Learning Event

 

November 10, 2021

 

2:30 PM CST to 4:30 PM CST

 

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

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

View Details ▶

 

 

New Member Breakfast

 

November 18, 2021

 

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 14th Member Meeting

 

December 14, 2021

 

1:00 PM CST to 5:00 PM CST

 

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

Last Member Meeting of the Year.

View Details ▶