Past Meetings
New Member Breakfast
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Join members of FPA-SW's Board and Member Committee to learn how to enhance your FPA membership!
2012 Financial Plannng Symposium
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
"Planning for Positive Outcomes" is the theme of the 2012 Financial Planning Symposium of the FPA of Southern Wisconsin. Join us for a great line-up of presenters who will share info you can use to bring Positive Outcomes to your practice and clients.
Practice Management Meeting
Ziegler Lotsoff Capital Management
100 East Wisconsin Avenue, Suite 2700
Milwaukee, WI 53202
http://www.zieglerlotsoff.com
2012 Personal Tax & Estate Planning Update
Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
Join us for a four CE course on planning opportunities created by recent tax developments presented by Attorney, CFA, CPA and PFS (Personal Financial Specialist) Dennis Gerschick.Dennis is also a Venture Capitalist.
New Member Lunch
Chammps
1240 S. Moorland Road
Brookfield, WI
Join members of FPA-SW's Board and Member Committee to learn how to make the most of your FPA Membership!
"Keep More Eggs In Your Client's Nest: Drawdown, Gifting and the Economy"
Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
Join us as we bring you one of our Chapter's most popular speakers, Robert S. Keebler, CPA, MST, AEP, who will discuss Tax-Sensitive Withdrawal Strategies. He'll be joined by Mike Knetter and Scott McKinney of the UW Foundation.
Brewer's Networking Event
Miller Park
One Brewers Way
Milwaukee, WI
http://www.brewers.com
Join FPA of Southern Wisconsin, along with NAIFA and SFSP for a networking event Wednesday, May 23rd when the Brewers meet the Giants at Miller Park. First pitch is at 12:10 p.m.
New Member Breakfast
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Join members of FPA-SW's Board and Member Committee to learn more about how you can get the most from your FPA Membership!
An Investment Overview
Madison Investment Advisors
550 Science Drive
Madison, WI 53711
http://www.madisonfunds.com
Join FPA-SW at Madison Investment Advisors for this special CE Meeting. Enjoy a breakfast buffet and three speakers.
Pints & Planning
McCormick & Schmick's Seafood Restaurant
north end of Mayfair Parking lot
Wauwatosa, WI 53226
Hobnob with the Milwaukee area's finest Attorneys, Financial Planners, CPAs and Insurance Advisors -- you know, the people who can liven up a party!
Practice Management Meeting
Red Granite Advisors
100 East Wisconsin Avenue, Suite 2700
Milwaukee, WI 53202
March CE Meeting
Wells Fargo
100 Heritage Reserve
Menomonee Falls, WI 53051
http://www.wellsfargo.com
Join us at this special meeting, hosted by Wells Fargo, 100 Heritage Reserve, Menomonee Falls.
Pints & Planning - CFA Society of Milwaukee
Palms Bistro
221 North Broadway Avenue
Milwaukee, WI 53202
http://www.palmsbistrobar.com
The CFA Society of Milwaukee would like to invite you to attend their Pints & Planning networking event. All interested financial and allied professionals -- CPAs, CFPs, attorneys -- are invited to attend this great opportunity to build your network and e
Risk Management: An Update to Insurance Issues that Affect Your Clients
Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
This program includes an overview of Insurance Product Trends, a Case Study on a Business Succession Planning, and a look at Long Term Care Solutions. Join us for this comprehensive look at Risk Management.
