FPA-SW Inaugural CE Event – July 21, 2015

Registration is open now for FPA of Southern Wisconsin's new summer event, presented and provided to FPA-SW members by our 2015 Partner companies.

FREE CE DAY is a brand new event, bringing you a full day of continuing education presentations, at NO cost to members. This is a first come, first serve event, being held at The Legend at Brandybrook Golf Club in Wales, WI.

This is a no frills event, including a continental breakfast, lunch, and an entire day of one hour CE presentations, all brought to you by FPA-SW Partners.

Schedule for the day:
8:00 am  –  Sign In and Continental Breakfast
8:30 am  –  Welcome and Announcements
8:45 am  –  Issues Arising in Multi-Generational Wealth Transfers, Mark Shiller, JD, Certus Legal Group
9:35 am  –  Break
9:50 am  –  Advanced Techniques: Using Trusts With Annuities, Kameron McRay, Jefferson National
10:40 am-- Break
10:55 am— Strategic Beta, David Gillette, Morningstar
11:45 am— Lunch and Partner Comments
1:00 pm --  What Financial Planners Need to Know About Wisconsin’s New Trust Code, Victor Schultz, JD, Prairie Financial Group
1:50 pm  --  Break
2:05 pm  --  Long Term Care Options, Annalee Kruger, CareRight, Inc.
2:55 pm  --  Break
3:10 pm  --  Reverse Mortgage Loan Basics, Harlan Accola, Fairway Mortgage

We have now opened this event for registration by non-members for a very reasonable fee of $100.

For more info, contact us at [email protected] or 414.358.9260.