Risk Management: An Update to Insurance Issues that Affect Your Clients

 

January 26, 2012
8:00 AM CST - 12:15 PM CST

 

Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
Directions

We'll begin the day with "Current Trends of Insurance Products" with Michael Smith, LUTCF, followed by a Case Study entitled "Business Succession Key Strategies" with Michael Maass, CPA and David Graham, JD. We'll end the day with Deb Newman and "The Landscape of Innovative Long term Care Solutions."

We have applied for 4 CFP and 4 Wisconsin Insurance CE, as well as 4 CLE for this program.

We will also present an Annual Report for FPA-SW and recognize volunteers for 2011. Join us as we say "thanks" to those who serve our Chapter.

We have attached a printable flier for those who wish to mail their registration with a check. Online registration is preferred. You must include your CFP and WI Insurance license numbers when you register in order for FPA-SW to electronically file CE. Thank you.

Tickets

$129.00 Member Fee

$169.00 Non-Member Fee

$129.00 SFSP and NAIFA Members at FPA Member Rate

$0.00 Season Pass

$60.00 Student - Member

$60.00 Student - Guest


Documents

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