NexGen Virtual Networking Event
FPA of WI NexGen will be hosting their next virtual networking event. These quarterly events are designed as a casual way to meet other FPA WI NexGen members and idea share. The theme for January will surround working with clients’ children. Our main topic for discussion will be working with clients' children. Many advisors don't meet their clients' children until a major life event forces the introduction. We'll have an open discussion as to how firms are currently handling working with kids of clients, along with some of the challenges these situations present. The event is free to attend and will be hosted on Zoom.
Future Meetings
2026 Financial Planning Symposium
Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com
November 10th Virtual Member Meeting
Virtual Event
What I've Learned Teaching Advisors to Use AI (and Where Most Get Stuck)
Save the Date for the December Virtual Member Meeting!
Virtual Event
