February CE Meeting

 

February 04, 2014
8:00 AM CST - 12:00 PM CST

 

Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
Directions

 

The Year Ahead:
The Economy, Our Profession and Medicare

As we being the year, FPA-SW brings together several experts to help guide us as we navigate some of the paths our clients will travel. This 4 CE program will be a great opportunity to review and update knowledge on general economic and special issues.

We will also recognize special volunteers from 2013 at this meeting. Please join as we say "Thank You" to members who have made what we do possible.

Come for networking, breakfast and registration at 7:30 am. Register now to begin learning with the very best!

The agenda includes:

"Economic and Stock Market Outlook 2014: Signs of Secular Progress?"
William Delwiche, CMT, CFA, Investment Strategist, Senior Vice President, Robert W. Baird & Co.

"State of the Industry"
Ron A. Rhoades, JD, CFP(R), Asst. Professor, Business Department, Curriculum Coordinator,
Alfred State (SUNY)

"What Everyone Should Know About Medicare"
Diane J. Omdahl, RN, MS, 65 Incoporated

We've applied for 4 CFP, WI Insurance CE and CLE. Registration is open, and Season Passes are available. Contact Karen at [email protected] or 414.358.9260 for more info.

 

 

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 ►