You are invited to join us for our first Member Meeting of 2024.  The meeting will be held on February 13th and will be offering four informative sessions.  Topics include an outlook of the U.S. and Wisconsin economies; how to assist a client in selling their small business; how to make Medicare part retirement planning; and how private markets give investors the opportunity to potentially increase their return while decreasing their volatility.  A more comprehensive description for each session is listed below.

The Member Meeting is set to take place live in Brookfield, and we're excited to announce two additional options for members to gather in the Madison and Green Bay areas, where you can join in-person at satellite locations to participate in the presentations with your fellow members. The meeting will be live-streamed at both locations.

Agenda 

8:30 a.m.        Registration and Networking

8:45 a.m.        Welcome and Announcements

8:50 a.m.        Navigating the Cross Trends:  2024 Outlook of the U.S. and Wisconsin Economies –John Koskinen – Wisconsin Department of Revenue 

9:40 a.m.        Break 

9:50 a.m.        Estate Planning for the Small Business Owner - Collaborative Learning Event – Mike Smith, LUTCF, CLTC – Horizon Financial Group 

11:00 a.m.      Break 

11:10 a.m.      FPA Wisconsin Business & Partner Introductions 

11:25 a.m.      Medicare – The Elephant in the Room of Retirement Planning –
Melinda Caughill, CSA – 65 Incorporated & i65 

12:15 p.m.      Break / Lunch 

12:35 p.m.      Ways to Grow Your Business with Private Markets –
Andrew Good, CFA, CAIA & Mark Lutz - CAIS

1:30 p.m.        Adjourn

Approved for CFP, WI Insurance, & IWI for each session.

For a more comprehensive description for each session and to view the speaker's bios - click here!

FPA of Wisconsin (FPA WI) may have photographers and/or videographers at this event. By attending this event, you grant FPA WI permission to publish or display photographic or video images of you. Images may be used in any promotional material, publications or other applications.