NexGen Virtual Networking Event

 

January 29, 2026
3:00 PM CST - 4:00 PM CST

 

Virtual Event


Directions

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

 

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!

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