Greetings FPA of Wisconsin Members:
"Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work." - Vince Lombardi
I hope this email finds you safe and healthy. These unusual circumstances have forced all of us to change our daily routines. Things are no different at FPA. We are monitoring the ongoing situation and will update you as things develop.
Reflecting back on safer times, we held our first member meeting in January at the Westmoor Country Club. We had great attendance for our event. Bethany Canfield presented on Estate Planning, Jake Anderson presented on Social Security, and Jeffrey Brooks presented on Wealth Planning. We had our first Collaborative Learning Event of the year in February. A Retirement Income Planning case study was discussed by various professionals including financial planners, attorneys, insurance experts, and CPAs.
We'll be back to our programming as soon as it's advisable. In the meantime, please contact our partners if you are interested in webinar content or additional material.
Stay healthy and talk to you soon.
Planning is underway for this year’s Financial Plannning Symposium which will be held at the Brookfield Conference Center on October 12th & 13th. We will be offering the reduced hotel room rate of $129 for the impressive accommodations and amenities.
Don’t be caught without CEs for Ethics! We will welcome back, the fun gaming environment that Dan Candura, a nationally recognized expert in personal financial planning and ethics brings to Day 1. He is now semi-retired and devoted to his mission to keep advisor on the straight and narrow to recognize unethical scenarios.
Mark your calendars now!
Member Meetings –
May 12th – Webinars
September 23rd – Monona Terrace, Madison (Joint event with CFA Society Madison)
December 15th - Westmoor Country Club, Brookfield
Financial Planning Symposium - October 12th & 13th, Brookfield Conference Center, Brookfield
Free CE Day – July 22nd - The Legend at Brandybrook, Wales
Free CE Afternoon - July 23rd - Butte des Morts Country Club, Appleton
Collaborative Learning – (all will be held at Westmoor Country Club, Brookfield)
April 22nd - Blended Families - CANCELLED
August 18th - Sudden Wealth
New Member Meetings – (all will be held at Original Pancake House, Brookfield)
For more information on each event visit the Events Page.
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.
Sit Mutual Funds
American Funds by Capital Group
BMO Global Asset Management
CPS Horizon Financial
Fidelity Institutional Asset Management
Franklin Templeton Investments
Harbor Capital Advisors
R&R Insurance Services
Vesta Senior Network
von Briesen & Roper, S.C.
More information on becoming a partner, including our 2020 partnership packages, is available here.
Last week, the Foundation for Financial Planning (FFP) released information about how we're helping address the coronavirus pandemic. This is a time of incredible need, with millions of Americans facing economic uncertainty, and we want to prepare the financial planning community to help.
Here's What You Can Do Now:
1) Sign Up to Volunteer: If you are a CFP® professional who would like to offer pro bono services to families facing serious risk, please create a profile on CFPVolunteerMatch.org. You will be notified as we populate virtual volunteer opportunities in the coming weeks and months.
2) Take the Pro Bono Training: We encourage you to take the Pro Bono Financial Planning Volunteer Training, a free, 50-minute online module that helps financial planners understand the basics of how to provide pro bono service to underserved people. The training is approved for one hour of continuing education (CE) credit by the CFP Board.
Are you looking to advance your skills and career in the financial services industry? Do you have at least 24 college credits and dreams of completing your college degree? If so, the UW–Madison Online bachelor of science in Personal Finance is the right program for you.
One of the few schools in the nation to offer an online BS degree in personal finance, UW–Madison is ranked #2 in top colleges for financial planning by WealthManagement.com. This program combines an emphasis on financial management with the economic well-being of individuals and families. As a student, you will develop analytical, problem-solving and communication skills along with in-depth financial industry knowledge.
Our practical, hands-on curriculum means you can also integrate what you learn into your work the next day. Students learn key concepts in the curriculum, including principles of financial planning and development, risk and insurance, taxation, investment planning, retirement and savings, and estate planning. All graduates who complete the Certified Financial Planner (CFP) required courses leave fully prepared to sit for the CFP exam.
By combining finance and problem-solving with helping people, the BS in Personal Finance prepares you for a rewarding career in a rapidly growing field. Students will graduate equipped to serve the needs of a variety of clients and work in a broad range of finance jobs including financial analyst, risk management specialist, community educator, investment associate, product manager and business development consultant.
UW–Madison Online allows students to choose their course load, while the online format means work can completed during times more convenient for the student. The flexible online format makes it possible to balance progress towards a degree with work responsibilities.
UW Madison is partnering with businesses to help employees enroll and succeed in UW-Madison Online. Learn more today by visiting go.wisc.edu/start-today or contact Laura Thomas at 608-265-2547 or [email protected]
- Money Matters Newsletter from FPA and CNBC
FPA and CNBC have teamed up to deliver the latest investing and personal finance news from CNBC exclusively for FPA members. Sign up today!
- Volatility Resource Center
FPA wants to support you as you cope with the recent turmoil in the markets stemming from the spread of COVID-19 (the Coronavirus). Stay informed with their Volatility Resource Center, which will be updated frequently with additional information for both members and chapter leaders.
- Introducing the New FPA Productivity Coach
Patty Kreamer helps financial advisers by coaching them to move past the noise and take control of their time to optimize their productivity. Learn More!
- Realize the power of your FPA membership
Enhance your expertise in financial planning through your FPA membership. Whether you want to learn more about being a sole practitioner on FPA Connect or engage in interactive educational sessions to build your knowledge and skills, you can count on FPA to support you. FPA is your one stop shop to discover all you need to know about financial planning and offers a variety of platforms and opportunities to do it. Learn more about your professional home and how we can help you throughout the year!
While we members of the FPA of WI maintain standards of excellence and uphold ethical behavior, we must remember every industry has its bad apples. The attached story is a tale of a local, now former financial advisor (who was not a FPA member) got himself into trouble and damage to his clients.
A former financial adviser accused of stealing from his clients has agreed to settle federal charges. The United States Securities and Exchange Commission said Matthes stole $2.4 million.
Check out the full story on jsonline.com
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®