Free CE Day
July 17, 2019
8:00 AM CDT - 4:00 PM CDT
The Legend at Brandybrook
1 Legend Way
Wales, WI 53183
Directions
FREE CE DAY is was first held in 2015 and is back due to popular demand. The event brings you a full day of continuing education presentations at NO cost to FPA-WI members. This will be a first come, first serve event, and is being held at The Legend at Brandybrook Golf Club in Wales, WI.
This is a no frills event, including a continental breakfast, lunch, and an entire day of one hour CE presentations, all brought to you by the FPA-WI Partners.
Schedule for the day:
8:00 am - Sign in and Continental Breakfast
8:30 - Welcome and Announcements
8:45 - ESG as an Opportunity to Nurture Your Business, Jeffrey Matthias, CFA, CAIA , CIPM - Madison Investment Advisors
9:35 - Break
9:50 - The Minds of Millionaires, Steve Benjamin, CEBS, CRPC - Sit Mutual Funds
10:40 - Break
10:55 - Navigating Senior Living, Jenny Wagner & Pam Foti - Vesta Senior Network
11:45 - Lunch and Partner Comments
1:00 pm - Positive & Productive Client Communication, Barbara Kay, MA, LPC, RCC - Barbara Kay Coaching
1:50 - Break
2:05 - Evolution of the Secondary Market - Understanding Life Settlements, Chris Orestis, CSA - GWG Life
3:00 - Break
3:10 - Understanding & Adapting to the Needs of Clients: Communicating Across Behavioral Styles, Barbara Kay, MA, LPC, RCC - Barbara Kay Coaching
4:00 - Adjourn & Reception
The event is open to non-members as well for a reasonable fee of $100.
Tickets
$0.00 FPA Members
$100.00 Non-Member
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