January 2020 Print

From the President

Greetings FPA of Wisconsin Members:

I’m excited to act as your president in 2020 and am lucky to be surrounded by an exceptional Board of Directors. We aim to serve you and our membership of 400+ by providing opportunities to learn, network, and give back.

Expect 2020 to blend the old with the new. We will continue to have Member Meetings (including a new 4th member meeting in December), Free CE days, and Collaborative Learning Events. In the spirit of lifelong learning, we are also offering a class to earn the Certification in Long Term Care designation. Other updates include refreshing our chapter website and moving our annual Symposium to the brand-new Brookfield Conference Center!

Our first event of the year is the January 29th Member Meeting. This meeting will be held at Westmoor Country Club and will focus on Social Security & Estate Planning. Register today! We hope to see you there.

Here’s to a fantastic year!

Justin Moilanen

Back to top

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®

Back to top

Financial Planning Symposium

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.  Mark your calendars now! 

Back to top

Calendar of Events

Member Meetings –
January 29th – Westmoor Country Club, Brookfield
May 12th – Butte des Morts Country Club, Appleton
September 22nd – TBD, 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)
February 12th - Retirement Income Planning, When There is Not Enough
April 22nd - Blended Families
August 18th - Sudden Wealth

The Certification in Long-Term Care Master Class - March 19th & 20th, Westmoor Country Club, Brookfield

New Member Meetings – (all will be held at Original Pancake House, Brookfield)
March 11th
September 2nd
November 18th 

For more information on each event visit the Events Page.  

Back to top

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 February 6, 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]

Back to top

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
Sit Mutual Funds
Thrivent Partners

Silver Partners
Artisan Partners
CPS Horizon Financial
Fidelity Institutional Asset Management
Franklin Templeton Investments
R&R Insurance Services

More information on becoming a partner, including our 2020 partnership packages, is available here.

Back to top

Partner Spotlight

Supporting the Power of Planning
 
For more information visit www.sitfunds.com or contact Conner Murnighan at [email protected] 

Back to top

Did you know...

  • Registration is now open for the FPA Retreat 2020 on May 4-7 in Cedar Creek, TX. To learn more and to take advantage of the early bird register – click here!

 

  • Explore FPA’s new Group Health Plan that will save you money! The FPA Group Health Plan, created in partnership with Ryan Insurance Strategy Consultants (RISC), is available exclusively to FPA members and their employees, and is designed to meet your firm's health insurance needs while minimizing costs. Plans are available in most states for groups of 2-50, with rates approximately 25% lower than comparable ACA plans. Learn more

 

  • Do you want to get media queries in your inbox? Be a part of FPA MediaSource! Reporters from around the country are sending out media queries to CFP® professional members of FPA each day. They provide FPA members with a great opportunity to actively engage reporters on the stories they are working on while providing them with an opportunity to build name recognition and awareness! Want to take part? Simply attend the All-Member Virtual Media Training on Feb. 26 at 4 pm ET to take the first step to being part of the system. Register today!

 

  • 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 in the new year!

Back to top