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

 

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

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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!

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