Collaborative Learning: Selling the Business Outside the Family hosted by FPA WI, NAIFA, SFSP & CFLCW

Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered.

Upon your registration for this free to members event, you’ll be given a case study on selling the business outside the family. You’ll be randomly assigned a table and collaboratively your table will discuss concerns and develop solutions.  We'll share the findings and then wrap it up with an expert or two.

We'll get started at 2:30 pm and allow half an hour for networking and the case study will begin at 3 pm.  Everything will wrap up by 4:30 pm.

Approved for 1 CFP CE credit and 1 WI Insurance CE credit.

FPA WI, NAIFA, SFSP and CFLCW will host different Collaborative Learning events with varying topic throughout the next two years. All topics require multiple disciplines and incredible networking opportunities. Registration is FREE for members of FPA WI, NAIFA, SFSP or CFLCW!

Not a member of FPA WI, NAIFA, SFSP or CFLCW? You can still attend for $25.