Pints 'n' Planning
February 09, 2016
4:00 PM CST - 6:30 PM CST
The Melting Pot
19850 W Bluemound Road
Brookfield, WI 53045
Directions
Join the Financial Planning Association of Wisconsin for a Pints 'n' Planning networking event at The Melting Pot. Everyone is welcome. We'll gather at the Melting Pot on Bluemound Road at 4:30 pm on Tuesday, February 9, 2016.
The Melting Pot of Brookfield provides an interactive fondue experience in a relaxed atmosphere with private tables, attentive service, fine wines, and signature fondue dinners.
You'll pair craft beers with cheese fondue, as well as wine with chocolate fondue. Enjoy great after-hours refreshments with professional colleagues -- a great way to expand your networking horizons!
This event is sponsored by Care Right, Inc. Mike Kosicek from CareRight will discuss:
- How advisors can ask and identify when their clients have a health issue
- How advisors can facilitate conversations with clients needing health care planning services
- Compassion fatigue and caregiver stress
- The CareRight, Inc. story
There will be plenty of time to network and enjoy cheese, beer, chocolate and wine.
This event is free, but you must register in advance as space is limited to 25 people..
Grow your network!
Future Meetings
2026 Financial Planning Symposium
Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com
November 10th Virtual Member Meeting
Virtual Event
What I've Learned Teaching Advisors to Use AI (and Where Most Get Stuck)
Save the Date for the December Virtual Member Meeting!
Virtual Event
