July 2020 Print

From the President

Greetings FPA of Wisconsin Members:

While we wish we could start to meet in person, we believe the safest approach is to continuing meeting remotely. As such, we have shifted our July Free CE Event, August Collaborative Event, September Member Meeting, and October Financial Planning Symposium to webinars. While nothing can replace an in-person meeting, we’ll be sure to deliver as best a virtual experience as possible. Thanks for working through this with us.

Reflecting back on the second quarter, we held our first ever remote member meeting in May. Mehernosh Engineer presented Investment Themes, Jeff Brooks presented Back to Basics, Wealth Transfer & Income Tax Mitigation, and Cozy Wittman presented Navigating the College Process in the New COVID-19 World. We hope to carry the momentum of this meeting into summer and fall.

On a different note, please contact me with ideas to make our membership, board, profession, & community more accessible to those who have not had the opportunity to acquire or build generational wealth. I can be contacted directly at [email protected].

Justin Moilanen

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Financial Planning Symposium

We are going virtual!  Our 2020 Financial Planning Symposium co-hosted by FPA of Wisconsin and NAIFA-Wisconsin is now completely a virtual event. The planning committee is working hard to plan and prepare an alternate experience that still provides the informative and educational sessions as we have in the past.  Mark your calendars now for October 12th & 13th.  Additional information will be available soon.

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Scholarship Announcement

The Financial Planning Association of Wisconsin Scholarship Program provides financial assistance to Individuals pursuing the Certified Financial Planner™ certification. To qualify for this Scholarship, you must be a current Wisconsin resident and enrolled in a CFP® Certification Program or registered for a CFP® Certification Review Class in preparation for the CFP® exam.

This $725 scholarship is awarded three times per year, one month prior to each of the CFP® Exam dates. Upcoming application deadline for the next scholarship is August 20, 2020. To obtain an application and directions - click here!

Scholarship determinations are at the sole discretion of the FPA of Wisconsin’s Career Development Committee with approval of the Board of Directors. All scholarship decisions are final. Scholarship funds will be disbursed directly to the winner. Winners will be notified by letter.

Please share this information if you know of someone who qualifies. Questions? Contact Ben Smith at 952-807-4060 or [email protected]

 

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SecureFutures Donation

The FPA of Wisconsin is excited to share our continued partnership with Secure Futures and the $1,000 donation made to help them with their mission. Over that last year, Secure Futures and its volunteers (including those from FPA of WI) worked with 127 schools and community sites to present 304 programs to over 7,000 students. Amazing!

In this very difficult time, we know the importance of the good work they are doing not only in financial literacy but also for local students struggling to eat during this period of virtual learning and schools being closed. Their mission of financial literacy for teens is so critical to help the next generation of leaders for our community. It aligns with the focus and values of FPA of WI and we are excited to help them in their cause. Please help me in supporting this amazing organization, we look forward to a busy fall! Any questions, feel free to reach out to myself or directly to Brenda Campbell at [email protected].

All the best,

Luke Kraft CFP®CAIA

Pro Bono Chair – FPA of WI 

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Calendar of Events

Member Meetings –
September 23rd – Webinar
December 15th - Westmoor Country Club, Brookfield

Financial Planning Symposium Virtual Event - October 12th & 13th 

Free CE Virtual Event – July 22nd & July 23rd

Collaborative Learning – 
August 18th - Sudden Wealth - Webinar

New Member Meetings – (all will be held at Original Pancake House, Brookfield)
September 2nd
November 18th 

For more information on each event visit the Events Page.  

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Thank You to Our Partners

FPA WI Partners make it possible for us to offer many of our programs along with community outreach.  Please support them as they support the FPA of Wisconsin by visiting the Partner Volatility Resources Page

Gold Partners
Sit Mutual Funds
Thrivent Partners

Silver Partners
American Funds by Capital Group
Artisan Partners
BMO Global Asset Management
CPS Horizon Financial
Fairway Independent Mortgage Corporation
Fidelity Institutional Asset Management
Franklin Templeton Investments
Harbor Capital Advisors
Prairie Trust
R&R Insurance Services
Vanguard
Vesta Senior Network

Bronze Partners
von Briesen & Roper, S.C.

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Did you know...

  • FPA Launches Enhanced Digital Experience and New Brand Promise

On May 20, FPA launched a revamped website (FinancialPlanningAssociation.org) and unveiled new branding. You may have noticed that our chapter has a new look as well!  The upgrades to the digital experience for members come at a time when financial planning is more critical than ever, and when practitioners need the support of their peers and community to provide the best possible service to their clients and all who need their services. The new FPA website will provide members with easier and more flexible access to the benefits of FPA membership―growth, inspiration, amplification and belonging―and supply members with the tools, resources, insights and guidance they need to become the best financial planners they can be. The upgraded user experience also delivers on the association’s newly enhanced brand, including FPA’s new brand promise, Change Tomorrows™. Learn more

  • FPA Offers Online Resource Center to Help Navigate Market Fluctuations

As you cope with the fluctuations in the markets stemming from the spread of Covid-19, FPA is supporting financial planners by offering an online Volatility Resource Center to help financial planners navigate the markets and better serve their clients. The majority of the resources are available to all financial planners, regardless of FPA membership status. Access now.

  • Money Matters Newsletter from FPA and CNBC

Want the latest investments and personal finance headlines delivered to your inbox twice each month? FPA and CNBC are collaborating to publish the co-branded Money Matters newsletter exclusively for FPA members. Delivered twice each month, the newsletter delivers the latest headlines from CNBC that you need to read. Opt-in for Money Matters now.

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Current Board Members

President - Justin Moilanen, CFP®, RICP®
Chairman - Jeff Schouten, CFP®
President Elect & Partner Director - Nick Ziarek, CFA, AIF
Treasurer - Kelly Savatski, CFP®
Secretary & Volunteer Director - Shannon Nook, FPQP TM
Membership Director - Lisa Dregne, CFP®
Career Development Director - Ben Smith, CFP®
NexGen Director - Brittany Komorowski, CFP®, EA
Programming Director - Shane Davis, CIMA 
Public Relations Director - Deanne Phillips, CFP®, CDFA®
Public Awareness/Pro Bono Director - Luke Kraft, CFP®
Symposium Director - Thomas Meeker, CFP®

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