Since its launch in 2015, FREE CE DAY has become a valued summer event, and we’re excited to offer it once again this year. FPA-WI members receive access to an entire day of continuing education presentations at no cost. The event features light breakfast & lunch, a series of one-hour CE presentations throughout the day, and opportunities to network with peers in a relaxed, no-frills setting. Non-members may attend for a reasonable registration fee of $100.

Schedule for the day:
8:00 am – Sign In and Breakfast1
8:20 am – Welcome and Announcements1s
8:30 am – Wisconsin Probate Basics for Financial Advisors – Jamie Barwin, J.D., CPA & George Peek, J.D.– von Briesen & Roper
9:25 am – Break-
9:35 am – Portfolio Construction Institute – Nate Chang, CFA - Fidelity Investments
10:25 am – Break1
10:35 am – Senior Living 101: Financial Planning for End-of-Life Care in Wisconsin & the Tale of Three Families – Jeff Kelling & Ryan Rabe - CarePatrol
11:25 am – Break1
11:35 am – Managing Risk in Real Estate Investments – Alisa Kolodizner – Acumen Strategy
12:25 pm – Lunch and Partner Comments1
1:15 pm – Managing Taxable Investments: Techniques for Mitigating Tax Cost in Investing – Connor Brincklow - Natixis Investment Managers
2:10 pm -- Break1
2:20 pm – Private Real Estate Investing: Diversification and Tax Efficiency – Mark Eisenmann – Luther Group & Tony Revolinski, CPA – Wipfli Advisory
3:15 pm – Adjourn

Applied for CFP and WI Insurance CE approval.