Fox Valley Free CE Afternoon
July 19, 2022
12:45 PM CDT - 5:00 PM CDT
Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/
Directions
We are excited to host another Free CE event in the Fox Valley area. The Free CE Day event that has been held in southern Wisconsin the last few years has been a huge success so we have expanded to the Fox Valley area to better serve our members.
The event brings you an afternoon of continuing education presentations at NO cost to FPA-WI members. This is a no frills event all brought to you by FPA-WI Partners.
Schedule for the afternoon:
12:45 pm – Sign In
1:00 pm – Welcome and Announcements
1:05 pm – Commodities: A Solution for Diversification, Inflation Protection, and Return Potential – Joe Duffy - Harbor Capital Advisors
1:55 pm – Break
2:05 pm – Life Insurance Strategies That You Could be Using to Help Your Everyday Clients – Mike Smith - CPS Horizon
2:55 pm – Break
3:00 pm – Edvest College Planning for Financial Advisors, Kevin Pytleski, TIAA-CREF Tuition Financing
3:50 pm -- Break
4:00 pm – SECURE Act: Questions, Answers, More Questions? – Bethany Canfield – Kitzke & Canfield
4:50 pm – Adjourn
4 CFP® Credits
4 WI Ins Credits
4 IWI CE Credits
The event is open to non-members as well for a very reasonable fee of $50.
Tickets
$0.00 FPA Members
$50.00 Non-Member
$10.00 Student
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101 Osthoff Avenue
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http://www.osthoff.com
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