Past Meetings
Pints 'n' Planning -- December 8, 2015
Water 2 Wine
17135 W Bluemound Rd, Suite H
Brookfield, WI 53005
Join us for great networking, wine tasting, and the chance to take home a personalized bottle of your own wine.
New Member Breakfast
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Defining Markets: Fall 2015 Outlook Conference
Wisconsin Club
900 West Wisconsin Avenue
Milwaukee, WI 53203
The Defining Markets conference series focuses on major events that are shaping the economy, business, and markets so that attendees can better position portfolios.
Financial Planning Day 2015
Destiny Youth Plaza - NOTE CHANGE
7210 North 76th Street (76th & Good Hope Road)
Milwaukee, WI 53224
Milwaukee-area Financial Planners will offer free advice on Budgeting, Retirement Planning, Income Taxes, Investment Strategies and more.
2015 Financial Planning Symposium
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
FPA-SW invites you to join us at our 2015 annual Financial Planning Symposium, October 12 & 13, 2015, with nationally recognized speakers and more!
A Current Economic Outlook -- September 16, 2015
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
It's all about the economy. Join FPA-SW and two exceptional experts on the economy and investing at our final half-day meeting of 2015.
Pints & Planning, Greater Milwaukee Area, August 11, 2015
To Be Determined
Madison Area Pints 'n Planning
Great Dane Pub & Brewing Co.
357 Price Place (Midvale Blvd. at Price Place)
Madison, WI
Free CE Day
The Legend at Brandybrook
1 Legend Way
Wales, WI
New Member Breakfast - July 15, 2015
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Come for breakfast and learn about FPA-SW and all it has to offer to financial professionals.
Opportunities to Improve Your Practice and Tax Planning Strategies
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
Join us for our June 3rd meeting with a 2 CE program on Tax Planning Strategies, along with excellent practice management ideas and techniques.
Practice Management - "Utilizing Software in a Wealth Management Practice"
Annex Wealth Management
12700 West Bluemound Road, Suite 200
Elm Grove, WI 53122
http://www.annexwealth.com
Join FPA-SW's Practice Management group for an informative conversation about wealth management and other practice-related software.
Investment News Women Adviser Summit
Westin Chicago River North
320 North Dearborn Street
Chicago, IL 60654
http://www.investmentnews.com/was
9th Annual Investment News Retirement Income Summit
Westin Chicago River North
320 North Dearborn Street
Chicago, IL 60654
http://www.investmentnews.com/summit
FPA Networking in Madison
Capital Brewery
7734 Terrace Avenue
Middleton, WI 53562
http://[email protected]
Join FPA-SW President Curt Fuszard and other notables for a Pints 'n Planning event in the Madison area.
New Member Breakfast - March 18, 2015
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Join FPA-SW for a New Member Breakfast -- open to New Members, and members who want to learn more about the benefits of being involved with one of the best FPA Chapters in the country!
Retirement Income Planning - March 4th
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
Join us for a program on Retirement Income Planning with Tim Kiesling and Karyl Richson.
Join FPA-SW's NexGen Group for Networking & Presentation
Advicent
10700 Research Drive, Suite One
Milwaukee, WI 53226
http://www.advicent solutions.com
Join our chapter's NexGen group for networking and a presentation by Steve Lamb, Advicent Solutions, on "Education Funding: Moving Beyond Basic Strategies."
Practice Management - LTC
Annex Wealth Management
12700 West Bluemound Road, Suite 200
Elm Grove, WI 53122
Join FPA-SW for Long Term Care -- Evaluating the Client's Situation and Making Recommendations, Tuesday, February 24th at 5 pm.
Defining Markets Conference
Wisconsin Club
900 West Wisconsin Avenue
Milwaukee, WI 53203
This conference will explore investment strategy and geopolitics, and is hosted by The Sheldon Lubar School of Business at UWM and the CFA Society of Milwaukee.
FPA-SW Education Program
Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
