Past Meetings

2013 Financial Planning Symposium -- Ethics & Reception

 

October 14, 2013

 

5:00 PM CDT to 8:30 PM CDT

 

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

"Implementing and Monitoring the Financial Plan" -- 3 CE of Ethics with Rick Adkins. Includes hors d' oeuvres and cash bar.

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September CE Meeting

 

September 17, 2013

 

7:30 AM CDT to 12:15 PM CDT

 

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

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.

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Practice Management - Reviewing A Client's Tax Return

 

August 06, 2013

 

5:00 PM CDT to 6:30 PM CDT

 

Chortek LLP
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.

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New Member Breakfast

 

July 11, 2013

 

8:00 AM CDT to 9:30 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Join FPA-SW at a New Member Breakfast on July 11th!

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Health Care Reform 2013 & 2014: Are You and Your Clients Ready?

 

June 05, 2013

 

7:30 AM CDT to 12:15 PM CDT

 

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

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.

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Financial Services Forum

 

May 09, 2013

 

7:30 AM CDT to 4:30 PM CDT

 

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

Join FPA of Southern Wisconsin, the Society of Financial Service Professionals and NAIFA Wisconsin for a day of workshops, networking and motivation.

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"What Women Want -- In Their Planning and Their Planners"

 

March 07, 2013

 

7:30 AM CST to 12:15 PM CST

 

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

We're celebrating Women's History Month with a 4 CE program on how to provide financial planning for women.

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Pints & Planning

 

March 05, 2013

 

4:00 PM CST to 6:00 PM CST

 

Great Dane - Fitchburg
2980 Cahill Main
Fitchburg, WI 53711
http://fitchburg.greatdanepub.com/

Join NAIFA Madison and FPA of Southern Wisconsin for networking, planning & Conversation.

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January CE Meeting, Annual Meeting & Volunteer Recognition

 

January 29, 2013

 

7:30 AM CST to 12:15 PM CST

 

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

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.

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