October 2020 Print

From the President

As we begin to wind down 2020, I want to thank each of you for your support this year. It has been a trying year, in many respects, and we've done our best to offer valuable content despite the challenges. We have a few more virtual meetings in the coming months including our 2020 Symposium in October, a Collaborative Event in November, and a Member Meeting in December. We hope to see you there!

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Financial Planning Symposium

Our 2020 Financial Planning Symposium co-hosted by FPA of Wisconsin and NAIFA-Wisconsin is just days away.  The Symposium will be held on October 12th & 13th.   Featured speakers include speakers and topics include Dan Candura – Ethics; Dr. Tim Ursiny – Leading Clients in Challenging Times; Joe Cortese – Investing in Unprecedented Times; Tim Steffen – SEUCRE Act; and Carolyn McClanahan - How Coronavirus Affects Financial Planning.  So hurry, October 8th is the last day you can register. 

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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. We are excited to announce our March and September exam recipients of the Financial Planning Association of Wisconsin Scholarships - 

  • Brian Rogers – AEGIS Financial
  • Lauren Post - Baird

The Financial Planning Association of Wisconsin Scholarship Program will be offered again in 2021.

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Calendar of Events

Member Meetings –
December 15th - Virtual

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

Collaborative Learning – 
November 11th - Blended Families - Virtual

Virtual New Member Breakfast – 
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
Vesta Senior Network

Bronze Partners
TIAA-CREF Tuition Fiancing
von Briesen & Roper, S.C.

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FPA WI Board Nominations

In planning for the new year a call for 2021 Board nominations was sent in August.  We have received several applications for the open Board positions.  The Nomination committee will be reviewing the applications and will present the nominations to the full Chapter Board of Directors at the November Annual Meeting of the Board.  During that meeting the election will be held.  The new directors will hold office beginning on January 1st, 2021.  Total service on the board as a director may not exceed five (5) consecutive years, unless such service is extended by election as an officer.  Directors may return to the board following a break of one year.

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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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Did you know...

  • FPA Online Learning Center: Learn from Top Financial Planning Leaders Master the practice and business of financial planning by taking advantage of the many live webinars that are free to FPA members. More than half of these programs offer CE credit for CFP® professionals, and include courses that fulfill the two-hour professional conduct requirement. Through FPA resources, CFP® professionals can easily meet and excel continuing education requirements. Learn more
  • New to the profession? Check out the FPA Next Generation Planner In the September’s FPA Next Generation Planner, learn from Joey Stemmle, CFP® and David G.Hampton on what you should look for in your compensation package, and get a glimpse into the fee-and-commission compensation type from Daniel M. Yerger, MBA, CFP®, ChFC®, AIF®,CDFA®. Additionally, Trudy Turner, CPA/PFS, CFP®, CPWA® will share some tips on how to see the positive in the current pandemic environment. View the September issue.
  • 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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