April 2021 Print

From the FPA WI Board

FPA of Wisconsin is disturbed and heartbroken by the tragic event that took place in Atlanta, Georgia. In light of the recent escalating violence against the Asian American and Pacific Islanders (AAPI) community, your FPA WI Board members would like to extend their condolences to any victim of anti-Asian violence. To our AAPI members, we see you and hear you. We acknowledge there is work to do, not only in our profession, but in our communities and within ourselves. The fight against racism will require unity and change. 

Your FPA WI Board is committed to furthering the diversity and inclusion within our chapter. We hope to create a space where all professionals feel welcomed and supported.  If you have ideas to further our membership, board, profession or community, please do not hesitate to reach out. 

Let’s Change Tomorrow. Let’s Start Today.

FPA of Wisconsin Board of Directors

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Proud Supporter of SecureFutures

FPA of Wisconsin is a proud supporter of SecureFutures (Teen Financial Literacy Education, Tools, and Mentoring) and their mission in financial literacy. Please join us in supporting this great organization. 

View the discussion with Brenda Campbell.

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Calendar of Events

The FPA WI Board has been closely monitoring the situation with COVID-19 and are very excited that things are looking up and we are moving in the right direction.  After much consideration we have decided to hold the Free CE sessions again this summer virtually on Wednesday, July 21st and Thursday, July 22nd.

Good news is we are planning to reconnect in person at our September 21st Member Meeting.  Our goal is to hold the meetings as a hybrid event giving you the opportunity to either attend in person or virtually. 

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

Free CE Event 
July 21st - July 22nd - Virtual

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

Collaborative Learning Events – 
April 21st - Helping the Modern Day Young Professional – With a Special Look at Student Loan Planning - Virtual
August 18th - Virtual
November 10th - Westmoor Country Club

New Member Breakfast – 
August 6th - Original Pancake House
November 18th -  Original Pancake House

NexGen Networking Event - 
May 20th - Virtual

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 each of the CFP® Exam dates. Upcoming application deadline for the next scholarship is June 3, 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.

Platinum Partners
LoCorr Funds

Gold Partners
Thrivent

Silver Partners
American Funds
BMO Global Asset Management
CPS Horizon Financial
CTaccess, Inc.
Fidelity Institutional Asset Management
Harbor Capital 
Prairie Trust
TIAA
Vanguard
Vesta Senior Network 

Bronze Partners
Artisan Partners
von Briesen & Roper, s.c.

 

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Partner Spotlight

The investment landscape has changed significantly over the past decade, and it may be difficult to rely on traditional investment portfolios that consist only of stocks and bonds. Over the years, institutional investors, university endowments and hedge funds have placed an increasing portion of their portfolios into investment strategies that seek to provide low correlation to stocks and bonds, to help diversify their portfolios while aiming to enhance overall returns.

At LoCorr Funds, they are exclusively focused on providing these low-correlating solutions to investment professionals and individual investors. They are committed to providing unparalleled levels of service, education, and support to their partners.

Founded on the belief that non-traditional investments, with low correlation to traditional investments like stocks and bonds, can reduce risk and help increase portfolio returns, LoCorr offers a growing family of mutual funds, and distributes numerous alternative investment products to a wide network of investment firms.  They continually seek innovative strategies for a broad range of investors, to help them navigate the increasingly complex investment environment.

Contact Ted Kosinski at 414.460.1967 or [email protected] to learn more. 

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Did you know...

In the Face of the Pandemic, FPA Members Increased One-on-One Pro Bono Engagements by 7% in 2020
Read the full article here.

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FPA 2021 Events

FPA NexGen Gathering 2021: FPA NexGen Gathering is going virtual August 12–13! We are planning two high-energy days that will arm you with the skills, lasting connections and practical tools you need to be the change. Registration opens on April 5.

FPA Annual Conference 2021: We continue to plan for an in-person FPA Annual Conference, so save September 22-24 on your calendar and plan to gather with your colleagues in Columbus, Ohio. Registration is expected to open this summer. 

FPA Retreat 2021: While FPA Retreat will not take place this year, we’re excited to announce dates for 2022! Mark your calendars now for April 25–28, 2022 at the Hyatt Regency Lost Pines Resort and Spa. More details coming soon.

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Social Media

Let’s Get Social
We’re ready to connect with you!  Stay abreast of our activities by following our LinkedIn page.

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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®, AIF®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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