You are invited to join FPA of Wisconsin at our next Member Meeting on September 19th.  This virtual event will offer 4 informative sessions.  The sessions will cover where indexes and factors fall short; the importance of implementing a succession plan and how to develop a plan; how to effectively transition a practice and still best serve clients in a fiduciary manner; and learn more about one of the most confusing insurances around – Medicare! 

8:00 am - Registration
8:05 am - Where Can Indexes - and Factors - Fall Short - Jeromey Thornton, CFA - Avantis Investors
8:55 am - Break
9:05 am - Building Your Optimal Succession - Scott Leak, CFP® - FP Transitions (no CE for this session)
9:55 am - Break
10:05 am - Business Succession Planning - How Having a Plan Can Help Your Clients - Luke Kraft, CFP®, AIF®, CAIA - Wealth Distribution Strategies, Russ Stoeckler, CLU®, ChFC® - Highland Investment Advisors & Andrew Bird, CFP®, CLU®, RICP®, AEP® - Mosaic Financial Partners, Mike Smith, LUTCF, CLTC, LACP - CPS Horizon Financial
10:55 am - FPA WI Update
11:10 am - Medicare Seminar Educational Event - Bret LaBuwi - First Choice Insurance Solutions 
12:05 pm - Virtual event ends

To view a comprehensive description for each session along with the speaker's bios - click here!