Past Meetings

New Member Breakfast

 

November 14, 2012

 

8:00 AM CST to 10:00 AM CST

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Join members of FPA-SW's Board and Member Committee to learn how to enhance your FPA membership!

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2012 Financial Plannng Symposium

 

November 09, 2012

 

7:30 AM CST to 5:00 PM CST

 

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

"Planning for Positive Outcomes" is the theme of the 2012 Financial Planning Symposium of the FPA of Southern Wisconsin. Join us for a great line-up of presenters who will share info you can use to bring Positive Outcomes to your practice and clients.

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Practice Management Meeting

 

September 27, 2012

 

5:00 PM CDT to 6:15 PM CDT

 

Ziegler Lotsoff Capital Management
100 East Wisconsin Avenue, Suite 2700
Milwaukee, WI 53202
http://www.zieglerlotsoff.com

Join Olivia Wong of WisPACT for an overview of Special Needs Trusts.

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2012 Personal Tax & Estate Planning Update

 

September 21, 2012

 

7:30 AM CDT to 12:15 PM CDT

 

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

Join us for a four CE course on planning opportunities created by recent tax developments presented by Attorney, CFA, CPA and PFS (Personal Financial Specialist) Dennis Gerschick.Dennis is also a Venture Capitalist.

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New Member Lunch

 

August 14, 2012

 

11:30 AM CDT to 1:00 PM CDT

 

Chammps
1240 S. Moorland Road
Brookfield, WI

Join members of FPA-SW's Board and Member Committee to learn how to make the most of your FPA Membership!

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"Keep More Eggs In Your Client's Nest: Drawdown, Gifting and the Economy"

 

June 05, 2012

 

7:30 AM CDT to 12:15 PM CDT

 

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

Join us as we bring you one of our Chapter's most popular speakers, Robert S. Keebler, CPA, MST, AEP, who will discuss Tax-Sensitive Withdrawal Strategies. He'll be joined by Mike Knetter and Scott McKinney of the UW Foundation.

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Brewer's Networking Event

 

May 23, 2012

 

12:00 PM CDT to 4:00 PM CDT

 

Miller Park
One Brewers Way
Milwaukee, WI
http://www.brewers.com

Join FPA of Southern Wisconsin, along with NAIFA and SFSP for a networking event Wednesday, May 23rd when the Brewers meet the Giants at Miller Park. First pitch is at 12:10 p.m.

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New Member Breakfast

 

May 17, 2012

 

8:00 AM CDT to 10:00 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Join members of FPA-SW's Board and Member Committee to learn more about how you can get the most from your FPA Membership!

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An Investment Overview

 

May 03, 2012

 

8:00 AM CDT to 11:30 AM CDT

 

Madison Investment Advisors
550 Science Drive
Madison, WI 53711
http://www.madisonfunds.com

Join FPA-SW at Madison Investment Advisors for this special CE Meeting. Enjoy a breakfast buffet and three speakers.

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Pints & Planning

 

April 26, 2012

 

4:30 PM CDT to 6:30 PM CDT

 

McCormick & Schmick's Seafood Restaurant
north end of Mayfair Parking lot
Wauwatosa, WI 53226

Hobnob with the Milwaukee area's finest Attorneys, Financial Planners, CPAs and Insurance Advisors -- you know, the people who can liven up a party!

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Practice Management Meeting

 

March 29, 2012

 

5:00 PM CDT to 6:00 PM CDT

 

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

Join us for FPA-SW's Practice Management group.

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March CE Meeting

 

March 15, 2012

 

7:30 AM CDT to 12:15 PM CDT

 

Wells Fargo
100 Heritage Reserve
Menomonee Falls, WI 53051
http://www.wellsfargo.com

Join us at this special meeting, hosted by Wells Fargo, 100 Heritage Reserve, Menomonee Falls.

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Pints & Planning - CFA Society of Milwaukee

 

February 16, 2012

 

5:30 PM CST to 7:30 PM CST

 

Palms Bistro
221 North Broadway Avenue
Milwaukee, WI 53202
http://www.palmsbistrobar.com

The CFA Society of Milwaukee would like to invite you to attend their Pints & Planning networking event. All interested financial and allied professionals -- CPAs, CFPs, attorneys -- are invited to attend this great opportunity to build your network and e

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Risk Management: An Update to Insurance Issues that Affect Your Clients

 

January 26, 2012

 

8:00 AM CST to 12:15 PM CST

 

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

This program includes an overview of Insurance Product Trends, a Case Study on a Business Succession Planning, and a look at Long Term Care Solutions. Join us for this comprehensive look at Risk Management.

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