FREE CE DAY is was first held in 2015 and is back due to popular demand and in-person.  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 Westmoor Country Club in Brookfield, 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
8:20 am – Welcome and Announcements
8:30 am – A Generation at Risk – Brandy Enger, CIC - Vizance
9:25 am – Break
9:35 am – Commodities: A Solution for Diversification, Inflation Protection, and Return Potential – Joe Duffy - Harbor Capital Advisors
10:25 am – Break
10:35 am – Life Insurance Strategies That You Could be Using to Help Your Everyday Clients – Mike Smith - CPS Horizon
11:25 am – Break
11:35 am – Strategies for Aging in Place – Jenny Wagner – Vesta Senior Network
12:25 pm – Lunch and Partner Comments
1:10 pm – Estate Planning Advice - Who Should Serve as Trustee? – Victor Schultz – Prairie Trust
2:00 pm -- Break
2:15 pm – Edvest College Planning for Financial Advisors, Khaleel Ali, TIAA-CREF Tuition Financing
3:05 pm -- Break
3:15 pm – SECURE Act: Questions, Answers, More Questions? – Bethany Canfield – Kitzke & Canfield
4:05 pm – Adjourn

7 CFP® CE Credits
7 WI Ins CE Credits
7 IWI CE Credits

The event is open to non-members as well for a reasonable fee of $100.