January 2021 Print

From the President

Greetings FPA of Wisconsin Members:

Life is a series of experiences, each of which makes us bigger, even though it is hard to realize this. For the world was built to develop character, and we must learn that the setbacks and grieves which we endure help us in our marching onward. - Henry Ford 

I'm excited to be back as your president in 2021 and am lucky to be surrounded by an exceptional Board of Directors. We aim to serve you and our membership of 375+ members by providing opportunities to learn, network, and give back.

Reflecting back on 2020, we made several changes, some anticipated and others unexpected. One of the unexpected changes was the introduction of virtual meetings. Given the current landscape, we will continue to hold virtual meetings through the first half of the year with the intention of transitioning back to in-person events (hopefully hybrid events) in summer or fall. Last year we also started covering the full cost of the CFP exam for each of the 3 exam cycles. The next CFP scholarship deadline is February 4 if you know anyone pursuing the designation.

Looking forward to this year...our first virtual member meeting is scheduled for February 23 with topics ranging from index investing to digital assets. We also have a virtual Collaborative Learning Event on "Advising Clients With Diminishing Capacity and Long-Term Care Concerns" on February 10. The current plan is to hold our annual Financial Planning Symposium at the brand new Brookfield Conference Center in October. We look forward to seeing you there...in-person!

As always, if anyone has any ideas to improve our chapter or is interested in getting more involved, please let me know. Here's to a great 2021!

Justin Moilanen
FPA of Wisconsin Chapter President
Financial Service Group, Inc.

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Welcome New Board Members

FPA of Wisconsin announces the appointment of two new members to its Board of Directors.  Joining the Board of Directors is Anthony Stich and R. Philip Petrowski, CFP®.

Anthony Stich, is the Chief Operating Office for Advicent.  Advicent is the leading provider of financial planning technology across the globe.  As the leader of Sales, Marketing, Professional Services, and Support -- growth, customer satisfaction, and retention are the chief priorities for Anthony. Considering this, he has one goal: to develop a team of exceptional customer experience (CX) leaders across the globe, empowering them with the latest industry-leading methodologies in strategic planning, customer success, and business development to successfully grow Advicent. Anthony has been published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, ThinkAdvisor, and bobsguide as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and InvestmentNews. 

Prior to Advicent, Anthony spent most of his career in the financial services industry, leading the marketing group at Bank Mutual as well as performing national marketing and go-to-market functions between his roles at Guaranty Bank and AIG VALIC.

R. Philip Petrowski, is a Senior Partner with Blackhorn Partners located in Madison. Philip is a financial advisor focused on comprehensive wealth management with offices in Madison and Chicago.  He holds a BS in Consumer Science with an emphasis in Personal Finance from UW – Madison, as well as an MS Financial Services and an MBA from Texas Tech University in Lubbock, Texas.  He has vast knowledge and experience having served on numerous non-profit and foundation boards locally and nationally.   

When he’s not parenting, volunteering or working; you can try to find him lost in the woods.

Anthony will serve as the Public Relations Director and Philip will serve as the Advocacy Director and Programming Co-Director.

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Current Board Members

President - Justin Moilanen, CFP®, RICP®
President Elect & Partner Director - Nick Ziarek, CFA, CFP®, 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 - Anthony Stich
Public Awareness/Pro Bono Director - Luke Kraft, CFP®
Symposium Director - Thomas Meeker, CFP®
Advocacy/Programming Co Director - R. Philip Petrowski, CFP®

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Financial Planning Symposium

Planning is underway for this year’s Financial Planning Symposium which will be held at the Brookfield Conference Center on October 18th & 19th.  We will be offering the reduced hotel room rate of $129 for the impressive accommodations and amenities.  Mark your calendars now as we can’t wait to see everyone in person!

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Social Media

In an effort to ensure all our members are staying abreast of our activities, we are making a concerted effort to move many events and other important messages to our LinkedIn page. In doing so, we will be able to make this content more shareable, and accessible, by both our members as well as prospective members. With that, we strongly encourage you to follow our LinkedIn page, learn and register for upcoming events, and most importantly share our content with your networks. Our reach is only as strong as our members!

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Calendar of Events

Member Meetings –
February 23rd - Virtual
May 4th - Virtual
September 21st - Westmoor Country Club
December 14th - Westmoor Country Club

Free CE Day - 
July 21st - TBD

Free CE Afternoon - 
July 22nd - TBD

Financial Planning Symposium Virtual Event -
October 18th & 19th - Brookfield Conference Center

Collaborative Learning Events – 
February 10th - Advising Clients With Diminishing Capacity and Long-Term Care Concerns - Virtual
April 21st - Virtual
August 18th - Westmoor Country Club
November 10th - Westmoor Country Club

New Member Breakfast – 
March 11th - Virtual
May 6th - Virtual
August 6th - Original Pancake House
November 18th -  Original Pancake House

For more information on each event visit the Events Page.  

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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 February 4, 2021. 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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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.

Gold Partners
Thrivent

Silver Partners
BMO Global Asset Management
CPS Horizon Financial

Vesta Senior Network 

Learn about the ways you can become a 2021 Partner.  We welcome your involvement and support of our Chapter.

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Did you know...

  • FPA Journal of Financial Planning
  • Did you know that FPA Members can earn CE credit through the Journal at No Charge?  Go to FPAJournal.org.

  • FPA is Changing Tomorrows™ of Underserved and At-Risk Populations
  • FPA is committed to ensuring that the possibility of a brighter future is readily available to all who need these services but cannot afford or access them. Through the FPA Pro Bono Program, passionate financial planning practitioners are connected to individuals, families and communities in need. Volunteer now to transform lives through the power of financial planning.

  • Your Health, Your Plan, Your Choice
    The Financial Planning Association®(FPA®) is proud to offer more health plan choices - exclusively to our members. In conjunction with Ryan Insurance Strategy Consultants, FPA now provides national† group health plans for companies with 2-50 employees. These customizable plans allow you to control costs while giving your employees plan options that are designed specifically for their needs. 

    Your FPA Group Health Plan gives you:

      • ACA group plans along with alternate funded plan options
      • Custom group health plans with different co-pays and deductibles available
      • Deductible credit for the same calendar year
      • Available short-term medical plans, medi-gap products and HSA plans

     

    For more info click here!

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