Past Meetings

FPA-SW Financial Planning Symposium

 

October 27, 2011

 

8:00 AM CDT to 5:00 PM CDT

 

Country Springs Hotel & Conference Center,
2810 Golf Road
Pewaukee, WI 53072

“Planning for Change: Putting the Right Pieces Together”

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Winning Ethics and Reception - FPA-SW Symposium Opening Session

 

October 26, 2011

 

5:00 PM CDT to 8:30 PM CDT

 

Country Springs Hotel & Conf. Center

Pewaukee, WI

"Winning Ethics" uses a game-show theme to keep the audience involved and learning. Join us for this fun -- and required -- 3 CE course!

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Pints & Planning

 

October 11, 2011

 

4:00 PM CDT to 7:00 PM CDT

 

Chammp's Americana
1240 South Moorland Road
Brookfield, WI 53005

... a networking opportunity for Financial Advisors and Allied Professionals

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New Member Breakfast

 

October 05, 2011

 

8:00 AM CDT to 9:30 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Join FPA-SW Board Members for an introduction to the Chapter and opportunities to get involved and maximize the value of your FPA membership at the local level.

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Practice Management

 

October 04, 2011

 

5:00 PM CDT to 6:30 PM CDT

 

Red Granite Advisors
100 East Wisconsin Avenue, Suite 2700
Milwaukee, WI 53202

Join your peers for lively discussion and presentation on two timely topics.

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The New Retirement: Phases and Successful Income Strategies

 

September 23, 2011

 

8:00 AM CDT to 12:20 PM CDT

 

Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com

Hear from three national speakers, presenting cutting edge retirement planning challenges and strategies.

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Pints & Planning

 

June 21, 2011

 

4:30 PM CDT to 6:30 PM CDT

 

Hotel Metro
411 East Mason Street
Milwaukee, WI 53202

. . . a networking opportunity for Financial Advisors and Allied Professionals

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Managing Money in a Global Market

 

June 07, 2011

 

7:30 AM CDT to 12:15 PM CDT

 

Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072

Join us for a Macro Economic Update and a Discussion on Fixed Income Portfolio Strategies.

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FPA-SW Practice Management Meeting

 

May 17, 2011

 

5:00 PM CDT to 6:00 PM CDT

 

Red Granite Advisors
100 East Wisconsin Avenue Suite 2400
Milwaukee, WI 53202

Family Legacy Conversations: What Matters Most

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New Member Breakfast

 

May 10, 2011

 

8:00 AM CDT to 8:00 AM CDT

 

Bluemound Gardens Restaurant
11703 West Bluemound Road
Wauwatosa, WI 53226

Mastering Media Relations

 

May 05, 2011

 

2:00 PM CDT to 5:00 PM CDT

 

Waukesha State Bank
1227 Corporate Center Drive
Occonomowoc, WI 53066

Get tips on working with the media, develop your own media kit complete with professional photos, and learn how you can get media referrals directly from FPA.

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Pints & Planning

 

March 31, 2011

 

4:30 PM CDT to 6:30 PM CDT

 

Cali's Grill at Best Western Midway
1005 South Moorland Road
Brookfield, WI 53005-6608

a networking opportunity for all financial professionals

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FPA-SW Practice Management Meeting

 

March 24, 2011

 

4:30 PM CDT to 6:00 PM CDT

 

Ellenbecker Investment Group
N35 W23877 Highfield Court, Suite 200
Pewaukee, WI 53072

Resources for Aging Clients and Family

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FPA-SW CE Meeting

 

March 10, 2011

 

8:00 AM CST to 8:00 AM CST

 

Country Springs Hotel & Conf. Center

Pewaukee, WI

“Trends, Traps & Opportunities in Estate and Tax Planning after 2010” with John “Jeff” Scroggin, J.D., L.L.M., AEP

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How Healthcare Reform Affects You and Your Clients and Insurability Rules

 

January 20, 2011

 

8:00 AM CST to 8:00 AM CST

 

Country Springs Hotel Conference Center
2810 Golf Road
Waukesha, WI 53072