Past Meetings

Pints 'n' Planning -- December 8, 2015

 

December 08, 2015

 

4:00 PM CST to 6:30 PM CST

 

Water 2 Wine
17135 W Bluemound Rd, Suite H
Brookfield, WI 53005

Join us for great networking, wine tasting, and the chance to take home a personalized bottle of your own wine.

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New Member Breakfast

 

November 11, 2015

 

8:00 AM CST to 9:30 AM CST

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Join Us on Wednesday, November 11th for Breakfast!

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Defining Markets: Fall 2015 Outlook Conference

 

October 28, 2015

 

11:30 AM CDT to 3:00 PM CDT

 

Wisconsin Club
900 West Wisconsin Avenue
Milwaukee, WI 53203

The Defining Markets conference series focuses on major events that are shaping the economy, business, and markets so that attendees can better position portfolios.

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Financial Planning Day 2015

 

October 24, 2015

 

10:00 AM CDT to 5:00 PM CDT

 

Destiny Youth Plaza - NOTE CHANGE
7210 North 76th Street (76th & Good Hope Road)
Milwaukee, WI 53224

Milwaukee-area Financial Planners will offer free advice on Budgeting, Retirement Planning, Income Taxes, Investment Strategies and more.

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2015 Financial Planning Symposium

 

October 12, 2015

 

11:30 AM CDT to 4:30 PM CDT

 

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

FPA-SW invites you to join us at our 2015 annual Financial Planning Symposium, October 12 & 13, 2015, with nationally recognized speakers and more!

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A Current Economic Outlook -- September 16, 2015

 

September 16, 2015

 

7:30 AM CDT to 12:15 PM CDT

 

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

It's all about the economy. Join FPA-SW and two exceptional experts on the economy and investing at our final half-day meeting of 2015.

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Pints & Planning, Greater Milwaukee Area, August 11, 2015

 

August 11, 2015

 

4:00 PM CDT to 7:00 PM CDT

 

To Be Determined

Save the Date now for FPA-SW Networking!

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Madison Area Pints 'n Planning

 

July 22, 2015

 

4:30 PM CDT to 7:00 PM CDT

 

Great Dane Pub & Brewing Co.
357 Price Place (Midvale Blvd. at Price Place)
Madison, WI

FPA of Southern Wisconsin invites you to an evening of networking in Madison.

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Free CE Day

 

July 21, 2015

 

8:00 AM CDT to 4:00 PM CDT

 

The Legend at Brandybrook
1 Legend Way
Wales, WI

Free to FPA Members -- a full day of CE!

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New Member Breakfast - July 15, 2015

 

July 15, 2015

 

8:00 AM CDT to 9:30 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Come for breakfast and learn about FPA-SW and all it has to offer to financial professionals.

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Opportunities to Improve Your Practice and Tax Planning Strategies

 

June 03, 2015

 

7:30 AM CDT to 12:15 PM CDT

 

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

Join us for our June 3rd meeting with a 2 CE program on Tax Planning Strategies, along with excellent practice management ideas and techniques.

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Practice Management - "Utilizing Software in a Wealth Management Practice"

 

May 19, 2015

 

5:00 PM CDT to 6:30 PM CDT

 

Annex Wealth Management
12700 West Bluemound Road, Suite 200
Elm Grove, WI 53122
http://www.annexwealth.com

Join FPA-SW's Practice Management group for an informative conversation about wealth management and other practice-related software.

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Investment News Women Adviser Summit

 

May 06, 2015

 

7:45 AM CDT to 6:45 PM CDT

 

Westin Chicago River North
320 North Dearborn Street
Chicago, IL 60654
http://www.investmentnews.com/was

Join InvestmentNews for its Second Annual Women Adviser Summit.

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9th Annual Investment News Retirement Income Summit

 

May 04, 2015

 

7:45 AM CDT to 5:00 PM CDT

 

Westin Chicago River North
320 North Dearborn Street
Chicago, IL 60654
http://www.investmentnews.com/summit

Join the editors of InvestmentNews and get a $100 Discount!

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FPA Networking in Madison

 

April 23, 2015

 

4:30 PM CDT to 7:00 PM CDT

 

Capital Brewery
7734 Terrace Avenue
Middleton, WI 53562
http://[email protected]

Join FPA-SW President Curt Fuszard and other notables for a Pints 'n Planning event in the Madison area.

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New Member Breakfast - March 18, 2015

 

March 18, 2015

 

8:00 AM CDT to 9:30 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Join FPA-SW for a New Member Breakfast -- open to New Members, and members who want to learn more about the benefits of being involved with one of the best FPA Chapters in the country!

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Retirement Income Planning - March 4th

 

March 04, 2015

 

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 us for a program on Retirement Income Planning with Tim Kiesling and Karyl Richson.

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Join FPA-SW's NexGen Group for Networking & Presentation

 

February 26, 2015

 

5:00 PM CST to 6:30 PM CST

 

Advicent
10700 Research Drive, Suite One
Milwaukee, WI 53226
http://www.advicent solutions.com

Join our chapter's NexGen group for networking and a presentation by Steve Lamb, Advicent Solutions, on "Education Funding: Moving Beyond Basic Strategies."

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Practice Management - LTC

 

February 24, 2015

 

5:00 PM CST to 6:30 PM CST

 

Annex Wealth Management
12700 West Bluemound Road, Suite 200
Elm Grove, WI 53122

Join FPA-SW for Long Term Care -- Evaluating the Client's Situation and Making Recommendations, Tuesday, February 24th at 5 pm.

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Defining Markets Conference

 

February 24, 2015

 

11:30 AM CST to 3:00 PM CST

 

Wisconsin Club
900 West Wisconsin Avenue
Milwaukee, WI 53203

This conference will explore investment strategy and geopolitics, and is hosted by The Sheldon Lubar School of Business at UWM and the CFA Society of Milwaukee.

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FPA-SW Education Program

 

January 14, 2015

 

7:30 AM CST to 12:15 PM CST

 

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

Register Now for "The Changing Face of Retirement" with Mitch Anthony!

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