Past Meetings

2014 Financial Planning Symposium

 

October 16, 2014

 

7:30 AM CDT to 5:00 PM CDT

 

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

Envisioning Tomorrow: Planning for the Generations

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2014 Financial Planning Symposium - Ethics and Reception

 

October 15, 2014

 

5:00 PM CDT to 8:30 PM CDT

 

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

Fun Ethics, Great Food & Drink, and Fabulous Networking -- a Great Combination!

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Pints & Planning

 

September 24, 2014

 

4:30 PM CDT to 6:00 PM CDT

 

Capital Brewery
7734 Terrace Avenue
Middleton, WI

Join FPA-SW for casual networking at Capital Brewery on September 24th!

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Defining Markets: Business Outlook and M&A/Capital Use Trends

 

September 24, 2014

 

11:30 AM CDT to 1:45 PM CDT

 

Milwaukee Athletic Club
758 N. Broadway
Milwaukee, WI 53202

Want to discover more about the business outlook for various industries? Interested in learning about how firms are using capital? We've assembled a group of top experts to discuss the business outlook for various industries and M&A/capital use trends.

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FPA Annual Conference (BE) 2014

 

September 20, 2014

 

8:00 AM CDT to 5:00 PM CDT

 

To be determined

Seattle, WA

Hope to see you in Seattle, September 20-22, 2014. Watch for more details as they unfold.

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September CE Meeting

 

September 10, 2014

 

8:00 AM CDT to 12:30 PM CDT

 

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

As summer ends, FPA of Southern Wisconsin will continue to bring you high quality education and networking. Join us on September 10th -- we'll gather at 7:30 am for breakfast, networking and registration, followed by a great 4 CE program at 8:00 am.

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NexGen Networking Event

 

August 27, 2014

 

5:00 PM CDT to 7:00 PM CDT

 

Jimmy's Island Grill
2303 North Mayfair Rd
Wauwatosa, WI 53226

The FPA of Southern Wisconsin is excited to announce the launch of a NexGen Chapter! You are invited to the NexGen Kickoff on Wednesday, August 27th.

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June CE Meeting

 

June 03, 2014

 

8:00 AM CDT to 12:15 PM CDT

 

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

Celebrate the start of summer with FPA-SW, when we'll focus on "Planning in Wisconsin, for Wisconsin." with three great speakers who will focus on information specific to our State.

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Financial Services Forum

 

May 16, 2014

 

7:30 AM CDT to 4:30 PM CDT

 

Milwaukee Marriott West
W231 N1600 Corporate Ct.
Waukesha, WI 53186

Join the FPA of Southern Wisconsin, the SFSP-Milwaukee Chapter, and NAIFA-WI for a day of workshops, networking and motivation. Earn up to six CE in legal, insurance and CFP and hear from nationally recognized speakers at this collaborative event.

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FPA Retreat

 

May 03, 2014

 

8:00 AM CDT to 5:00 PM CDT

 

Trump National Doral

Miami, FL

Save the date for FPA Retreat in sunny Florida, May 3-5, 2014!

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Register Now for April Meeting on Reducing Client and Portfolio Volatility

 

April 03, 2014

 

8:00 AM CDT to 12:00 PM CDT

 

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

Register now for FPA-SW's Spring Continuing Education Meeting. Gather at 7:30 am for networking, breakfast and registration. Our 4 CE program will begin at 8:00 am.

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UW-Madison CFP & Financial Plannning Professional Social Hour

 

March 28, 2014

 

4:30 PM CDT to 6:00 PM CDT

 

Fluno Center Study Pub
601 University Avenue
Madison, WI 53715

FPA-SW members and other financial planning professionals are invited to join students of the UW CFP(R) program for a special event on March 18th, 4:30 pm at the Fluno Center Study Pub.

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Practice Management: Board Room Presenting - Making Persuasive Presentations in Small Group Settings

 

March 18, 2014

 

5:00 PM CDT to 7:00 PM CDT

 

Mason Street Grill
425 East Mason Street
Milwaukee, WI 53202

Join FPA-SW for another Practice Management meeting -- this one on Board Room Presenting, with the discussion led by John Radzinski, Regional Director with Invesco's RIA Channel.

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February CE Meeting

 

February 04, 2014

 

8:00 AM CST to 12:00 PM CST

 

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

Join us for our first CE meeting of the year.

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CFLCW Family Financial & Tax Seminar

 

January 21, 2014

 

8:30 AM CST to 4:30 PM CST

 

Country Springs Hotel & Conf. Center

Pewaukee, WI

FPA of Southern Wisconsin is pleased to co-sponsor the 2nd Annual Family Financial & Tax Seminar of the Collaborative Family Law Council of Wisconsin.

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