FPA of Southern Wisconsin will host a Practice Management Meeting on May 19, 2015 at 5:00 p.m. at Annex Wealth Management, Elm Grove.  

The topic of discussion will be "Utilizing Software in the Wealth Management Process." There will be no speaker, but an open discussion about what works, what has not been as useful, and tricks and tips for getting the most of your software packages. Come prepared to learn and to share what you have learned along the way.

Practice Management is free and open to all FPA members and new participants are welcome and encouraged to attend. If you'd like to participate, contact Randy Winkler at 262-786-6363 or [email protected].