New Member Breakfast

 

March 07, 2024
8:00 AM CST - 8:45 AM CST

 

Virtual Event


Directions

The FPA Wisconsin New Member Breakfasts are our way of showing appreciation to new members for joining the organization.  It also gives us the opportunity to get to know you better and answer any questions you may have as to how you can get the most out of your membership.  Normally we love meeting you personally at a restaurant for a breakfast on us.  In lieu of that we’re offering a virtual new member meeting opportunity on March 7th at the same 8am time frame for a short 45-minute introduction, and for joining us you’ll receive a $15 gift card to Starbucks to enjoy later! 

Please join us on Thursday, March 7th.This virtual meeting will have a maximum group of 10 new members so we get to know you individually and everyone has time to ask questions if desired.

To register for the New Member Breakfast - click here! Contact Bethany Canfield at [email protected], if you are unable to attend and would like to do an orientation over coffee or a brief phone call.

Future Meetings

2026 Financial Planning Symposium

 

September 29, 2026

 

12:00 PM CDT to 3:30 PM CDT

 

Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com

Join us for the 2026 Financial Planning Symposium!

Register Now View Details ►

 

 

November 10th Virtual Member Meeting

 

November 10, 2026

 

12:00 PM CST to 1:15 PM CST

 

Virtual Event

What I've Learned Teaching Advisors to Use AI (and Where Most Get Stuck)

Register Now View Details ►

 

 

Save the Date for the December Virtual Member Meeting!

 

December 08, 2026

 

12:00 PM CST to 1:00 PM CST

 

Virtual Event

More information to come!

View Details ►