2013 Financial Planning Symposium -- Ethics & Reception
"Implementing and Monitoring the Financial Plan" -- 3 CE of Ethics with Rick Adkins. Includes hors d' oeuvres and cash bar.
September CE Meeting
Strategies and solutions for helping clients plan for and deal with retirement and aging or special needs are the focus of our 4 CE September program.
Practice Management - Reviewing A Client's Tax Return
N16 W23217 Stone Ridge Drive, Suite 350
Waukesha, WI 53188
Join FPA-SW on August 6th for a special webinar on "Reviewing A Client's Tax Return" with Dennis Gerschick, CPA, PFS, JD.
New Member Breakfast
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Join FPA-SW at a New Member Breakfast on July 11th!
Health Care Reform 2013 & 2014: Are You and Your Clients Ready?
Health Care Reform is perhaps the most interesting topic in the country in 2013. FPA-SW offers a 4 CE program on health care reform from a financial planning perspective.
Financial Services Forum
Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
Join FPA of Southern Wisconsin, the Society of Financial Service Professionals and NAIFA Wisconsin for a day of workshops, networking and motivation.
"What Women Want -- In Their Planning and Their Planners"
We're celebrating Women's History Month with a 4 CE program on how to provide financial planning for women.
Pints & Planning
Great Dane - Fitchburg
2980 Cahill Main
Fitchburg, WI 53711
Join NAIFA Madison and FPA of Southern Wisconsin for networking, planning & Conversation.
January CE Meeting, Annual Meeting & Volunteer Recognition
Join FPA-SW as we begin another great year. We're offering a timely 4 CE program that addresses issues involvied in working with two very special populations -- military and their families and non-traditional families and couples.