Start Your Summer with Great Topics and Excellent Networking

Join FPA of Southern Wisconsin as we welcome three excellent presenters.

Lewin M. Williams, Vice President with First Trust Portfolios, will present Catastrophe or Opportunity. Given current market conditions, Mr. Williams will provide insights from advisors who are having great success growing their practices. The session will include examples drawn from the industry’s elite advisor teams, with assets ranging from $100m–$3b. Advisors, through a video section included in the presentation, will discuss what the repeatable and scalable steps are to growing an already successful practice into a wealth management team. The audience will also learn how these successful advisors built an advocacy network to connect them beyond their clients. Details and steps for how advisors can put these techniques into practice immediately will also be presented during this session.

Disruption in Motion is the topic of Jeffrey Gentle's presentation. Jeffrey Gentle, CFA is Client Portfolio Manager at Ivy Funds. Wireless dexterity brings investment opportunity in the age of global innovation. As information becomes more mobile and people more engaged with the world around them, the companies creating disruptive technologies and innovative ideas are well positioned for growth opportunties. This presentation will show you how changing trends translate to opportunties for investors.

Jimmy J. Williams, CPA/PFS, CFP^®, is the CEO/President of Compass Capital Management, LLC, a registered investment adviser and wealth management firm with offices in Tulsa and McAlester, Oklahoma.  He has a Masters in Taxation, and specializes in creating plans for retirees and near-retirees to realize their bigger future by utilizing tax-efficient strategies in the areas of proactive retirement plan accumulation and distribution, estate preservation and cash flow planning.  Williams will present New Tax Planning Strategies: Proactive Approaches to Reducing Your Client's Taxes. Clients seek an advisor that is competent in all areas affecting their overall financial health.  By attending this informative and entertaining session on tax planning, you will leave with ideas, tools and strategies to immediately impact the overall wealth of your client or potential client. Jimmy Williams will provide you with insight and techniques that will empower you in your financial planning prectice.

We'll gather at 7:30 am for a breakfast buffet and networking. The program will begin promptly at 8:00 am, and end at approximately 12:20 pm.  Two CFP CE and two Wisconsin Insurance CE have been approved.

Register now to attend this high quality program.

Questions may be  directed to [email protected] or 414.358.9260