Past Meetings
2013 Financial Planning Symposium -- Ethics & Reception
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
"Implementing and Monitoring the Financial Plan" -- 3 CE of Ethics with Rick Adkins. Includes hors d' oeuvres and cash bar.
September CE Meeting
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
Strategies and solutions for helping clients plan for and deal with retirement and aging or special needs are the focus of our 4 CE September program.
Practice Management - Reviewing A Client's Tax Return
Chortek LLP
N16 W23217 Stone Ridge Drive, Suite 350
Waukesha, WI 53188
Join FPA-SW on August 6th for a special webinar on "Reviewing A Client's Tax Return" with Dennis Gerschick, CPA, PFS, JD.
New Member Breakfast
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Health Care Reform 2013 & 2014: Are You and Your Clients Ready?
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
Health Care Reform is perhaps the most interesting topic in the country in 2013. FPA-SW offers a 4 CE program on health care reform from a financial planning perspective.
Financial Services Forum
Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
Join FPA of Southern Wisconsin, the Society of Financial Service Professionals and NAIFA Wisconsin for a day of workshops, networking and motivation.
"What Women Want -- In Their Planning and Their Planners"
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
We're celebrating Women's History Month with a 4 CE program on how to provide financial planning for women.
Pints & Planning
Great Dane - Fitchburg
2980 Cahill Main
Fitchburg, WI 53711
http://fitchburg.greatdanepub.com/
Join NAIFA Madison and FPA of Southern Wisconsin for networking, planning & Conversation.
January CE Meeting, Annual Meeting & Volunteer Recognition
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
Join FPA-SW as we begin another great year. We're offering a timely 4 CE program that addresses issues involvied in working with two very special populations -- military and their families and non-traditional families and couples.
