Past Meetings
2014 Financial Planning Symposium
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
2014 Financial Planning Symposium - Ethics and Reception
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
Pints & Planning
Capital Brewery
7734 Terrace Avenue
Middleton, WI
Defining Markets: Business Outlook and M&A/Capital Use Trends
Milwaukee Athletic Club
758 N. Broadway
Milwaukee, WI 53202
Want to discover more about the business outlook for various industries? Interested in learning about how firms are using capital? We've assembled a group of top experts to discuss the business outlook for various industries and M&A/capital use trends.
FPA Annual Conference (BE) 2014
To be determined
Seattle, WA
Hope to see you in Seattle, September 20-22, 2014. Watch for more details as they unfold.
September CE Meeting
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
As summer ends, FPA of Southern Wisconsin will continue to bring you high quality education and networking. Join us on September 10th -- we'll gather at 7:30 am for breakfast, networking and registration, followed by a great 4 CE program at 8:00 am.
NexGen Networking Event
Jimmy's Island Grill
2303 North Mayfair Rd
Wauwatosa, WI 53226
The FPA of Southern Wisconsin is excited to announce the launch of a NexGen Chapter! You are invited to the NexGen Kickoff on Wednesday, August 27th.
June CE Meeting
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
Celebrate the start of summer with FPA-SW, when we'll focus on "Planning in Wisconsin, for Wisconsin." with three great speakers who will focus on information specific to our State.
Financial Services Forum
Milwaukee Marriott West
W231 N1600 Corporate Ct.
Waukesha, WI 53186
Join the FPA of Southern Wisconsin, the SFSP-Milwaukee Chapter, and NAIFA-WI for a day of workshops, networking and motivation. Earn up to six CE in legal, insurance and CFP and hear from nationally recognized speakers at this collaborative event.
FPA Retreat
Trump National Doral
Miami, FL
Register Now for April Meeting on Reducing Client and Portfolio Volatility
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
Register now for FPA-SW's Spring Continuing Education Meeting. Gather at 7:30 am for networking, breakfast and registration. Our 4 CE program will begin at 8:00 am.
UW-Madison CFP & Financial Plannning Professional Social Hour
Fluno Center Study Pub
601 University Avenue
Madison, WI 53715
FPA-SW members and other financial planning professionals are invited to join students of the UW CFP(R) program for a special event on March 18th, 4:30 pm at the Fluno Center Study Pub.
Practice Management: Board Room Presenting - Making Persuasive Presentations in Small Group Settings
Mason Street Grill
425 East Mason Street
Milwaukee, WI 53202
Join FPA-SW for another Practice Management meeting -- this one on Board Room Presenting, with the discussion led by John Radzinski, Regional Director with Invesco's RIA Channel.
February CE Meeting
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
CFLCW Family Financial & Tax Seminar
Country Springs Hotel & Conf. Center
Pewaukee, WI
FPA of Southern Wisconsin is pleased to co-sponsor the 2nd Annual Family Financial & Tax Seminar of the Collaborative Family Law Council of Wisconsin.
