Past Meetings

November New Member Breakfast

 

November 20, 2019

 

8:00 AM CST to 9:30 AM CST

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

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Northeast November New Member Breakfast

 

November 14, 2019

 

8:00 AM CST to 9:30 AM CST

 

Knuth Financial Life Planning
901 S. Lawe St
Appleton, WI 54915
http://www.knuthflp.com/

Learn more about what your new FPA membership has to offer at the first New Member Breakfast in Appleton!

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2019 Financial Planning Symposium

 

October 28, 2019

 

12:00 PM CDT to 5:00 PM CDT

 

Potawatomi Hotel & Casino
1611 West Canal Street
Milwaukee, WI 53233
https://www.paysbig.com/

We look forward to seeing all attendees at the Symposium.

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Collaborative Learning Event - Charitable Giving

 

September 25, 2019

 

2:30 PM CDT to 4:30 PM CDT

 

R&R Insurance Services
N14 W23900 Stone Ridge Dr
Waukesha, WI 53188

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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The Road to Medicare: How to Avoid Costly Medicare Mistakes that Can Stall Your Retirement- AAII Meetings

 

September 18, 2019

 

6:00 PM CDT to 8:00 PM CDT

 

Oakwood Village University Woods Center for Arts and Education
6205 Mineral Point Road
Madison, WI 53705

Through this session, you’ll gain a solid understand how Medicare is structured and the choices that you must make.

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Defining Markets Conference 2019

 

September 18, 2019

 

2:00 PM CDT to 5:15 PM CDT

 

Miller High Life Theatre
500 W. Kilbourn Avenue
Milwaukee, WI 53203
http://www.millerhighlifetheatre.com/

Rescheduled from earlier this year!

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Pints 'n' Planning Event - Sponsored by NexGen

 

September 17, 2019

 

1:30 PM CDT to 3:00 PM CDT

 

Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704
https://www.maplebluffcc.com/

All are welcome & encouraged to join in on the fun!

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September Member Meeting

 

September 17, 2019

 

8:25 AM CDT to 1:15 PM CDT

 

Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704
https://www.maplebluffcc.com/

Register now for the last Member Meeting of the Year

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September New Member Breakfast

 

September 05, 2019

 

8:00 AM CDT to 9:30 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

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Fox Valley Free CE Afternoon

 

July 18, 2019

 

12:45 PM CDT to 5:00 PM CDT

 

Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/

Our Second Free CE event in the Fox Valley

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Free CE Day

 

July 17, 2019

 

8:00 AM CDT to 4:00 PM CDT

 

The Legend at Brandybrook
1 Legend Way
Wales, WI 53183

Register now for the Free CE Day

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NexGen Coffee Gathering

 

June 20, 2019

 

7:30 AM CDT to 9:00 AM CDT

 

Colectivo Coffee Lakefront
1701 N Lincoln Memorial Dr
Milwaukee, WI 53202
https://colectivocoffee.com/cafes/lakefront/

Join fellow NexGen planners for a casual gathering to network and share ideas.

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CFP Board - Town Hall Meeting

 

May 22, 2019

 

5:00 PM CDT to 6:30 PM CDT

 

The Kimpton Journeyman
310 E. Chicago Street
Milwaukee, WI 53202

Join CFP Board's Leadership for a Town Hall Meeting

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Collaborative Learning Event - Executive Employment Change

 

May 21, 2019

 

2:30 PM CDT to 4:30 PM CDT

 

Walny Legal Group Office
250 E. Wisconsin Avenue
Milwaukee, WI 53202

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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Do 1 Thing Volunteer Orientation

 

May 16, 2019

 

8:30 AM CDT to 11:00 AM CDT

 

Waukesha State Bank
18300 W. Capitol Drive
Brookfield, WI 53045

We are looking for volunteers - learn more by attending this meeting!

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May Member Meeting

 

May 07, 2019

 

8:30 AM CDT to 1:15 PM CDT

 

Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/

Member meeting in the Fox Valley Area

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CFA Society Milwaukee March Event

 

March 13, 2019

 

12:00 PM CDT to 1:15 PM CDT

 

University Club
924 East Wells Street
Milwaukee, WI 53202
https://www.uclubmke.com/

Money, Happiness, and the Future of the Wealth Management

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March New Member Breakfast

 

March 13, 2019

 

8:00 AM CDT to 9:30 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

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Collaborative Learning Event - Saving the Family Cabin

 

February 19, 2019

 

2:30 PM CST to 4:30 PM CST

 

Walny Legal Group Office
250 E. Wisconsin Avenue
Milwaukee, WI 53202

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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January Member Meeting

 

January 29, 2019

 

8:15 AM CST to 1:20 PM CST

Register Now for the first meeting of 2019 that will focus on college planning.

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