New Member Breakfast

 

September 06, 2018
8:00 AM CDT - 9:30 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Directions

Breakfast is on us!

FPA-WI's New Member Breakfasts are a way of way of showing our appreciation to new members for joining our organization, and it gives us the opportunity to get to know all members better.  You are welcome whether you are new to FPA, or want to jump start your membership involvement! You'll receive an important packet of information that will help you understand some of the benefits of being a member of our FPA chapter.  We have also invited other key members to share with you the various activities that you may elect to participate in over the next year.

Contact Andrea Bulen at 262.814.1600 or at [email protected] by Wednesday, September 5th if you plan to attend.  If you are unable to attend the breakfast, please inquire about scheduling an alternate orientation over coffee or a brief phone call.

Future Meetings

2026 Financial Planning Symposium

 

September 29, 2026

 

12:00 PM CDT to 3:30 PM CDT

 

Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com

Join us for the 2026 Financial Planning Symposium!

Register Now View Details ►

 

 

November 10th Virtual Member Meeting

 

November 10, 2026

 

12:00 PM CST to 1:15 PM CST

 

Virtual Event

What I've Learned Teaching Advisors to Use AI (and Where Most Get Stuck)

Register Now View Details ►

 

 

Save the Date for the December Virtual Member Meeting!

 

December 08, 2026

 

12:00 PM CST to 1:00 PM CST

 

Virtual Event

More information to come!

View Details ►