Meeting Information

Past Meetings

FPA Milwaukee Bucks Game

 

December 27, 2018

 

5:30 PM CST to 9:30 PM CST

 

Fiserv Fourm
1111 Vel R. Phillips Avenue
Milwaukee, WI 53203
https://www.fiservforum.com/

Event is sold out!

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CFA Society Milwaukee Event with Ben Carlson

 

December 04, 2018

 

5:00 PM CST to 8:00 PM CST

 

The Westin Milwaukee
550 N. Van Buren Street
Milwaukee, WI 53202

Learn more on how to Survive & Thrive in the New World of Financial Advice

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New Member Breakfast

 

November 28, 2018

 

8:00 AM CST to 9:30 AM CST

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

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2018 Financial Planning Symposium

 

October 29, 2018

 

12:00 PM CDT to 4:30 PM CDT

 

Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com

Register now for the Financial Planning Symposium.

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Collaborative Learning Event

 

October 10, 2018

 

2:30 PM CDT to 4:30 PM CDT

 

Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214

Selling the Business Outside the Family - Hosted by FPA WI, NAIFA, SFSP, CFLCW

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September Quarterly Meeting

 

September 18, 2018

 

8:30 AM CDT to 1:15 PM CDT

 

Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704
https://www.maplebluffcc.com/

Register Now for the last Member Meeting of the year!

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New Member Breakfast

 

September 06, 2018

 

8:00 AM CDT to 9:30 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

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2018 Financial Planning Day

 

August 30, 2018

 

12:00 PM CDT to 8:00 PM CDT

 

Marquette University - Alumni Memorial Union
1442 W. Wisconsin Avenue
Milwaukee, WI 53233
http://www.marquette.edu/amu/

Free Financial Planning Day in Milwaukee

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Fox Valley Free CE Afternoon

 

July 19, 2018

 

12:45 PM CDT to 5:00 PM CDT

 

North Shore Golf Club
N8421 N. Shore Road
Menasha, WI 54952
http://www.nsgolfclub.com/

Our First Free CE event in the Fox Valley

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FPA of Wisconsin Free CE Day

 

July 18, 2018

 

8:00 AM CDT to 4:00 PM CDT

 

The Legend at Brandybrook
1 Legend Way
Wales, WI 53183

Full day of Free CE

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June Quarterly Meeting

 

June 19, 2018

 

8:30 AM CDT to 1:30 PM CDT

 

Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/

Member Meeting

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Do 1 Thing Volunteer Orientation

 

May 08, 2018

 

9:15 AM CDT to 10:15 AM CDT

 

Brookfield Public Library
1900 N. Calhoun Road
Brookfield, WI 53005

Interested in Volunteering - learn more by attending the orientation meeting.

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Collaborative Learning Event

 

April 19, 2018

 

2:30 PM CDT to 4:30 PM CDT

 

Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214

Selling the Business Within the Family - Hosted by FPA WI, NAIFA, SFSP, CFLCW

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March Quarterly Meeting

 

March 20, 2018

 

8:30 AM CDT to 1:15 PM CDT

 

Milwaukee Marriott West
W231 N1600 Corporate Ct.
Waukesha, WI 53186
http://www.marriott.com/hotels/travel/mkemw-milwaukee-marriott-west/

Registration is now open for the Member Meeting

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New Member Breakfast

 

March 14, 2018

 

8:00 AM CDT to 9:30 AM CDT

 

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

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January Quarterly Meeting

 

January 30, 2018

 

8:30 AM CST to 1:15 PM CST

 

Milwaukee Marriott West
W231 N1600 Corporate Ct.
Waukesha, WI 53186
http://www.marriott.com/hotels/travel/mkemw-milwaukee-marriott-west/

Join us for our first meeting of the new year!

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NexGen Happy Hour with Alan Moore

 

January 29, 2018

 

5:30 PM CST to 7:30 PM CST

 

Camp Bar Third Ward
525 E. Menomonee St.
Milwaukee, WI 53202
https://www.campbarmke.com/milwaukee

Network with your peers & get to know Alan Moore

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Defining Markets Conference

 

January 25, 2018

 

3:00 PM CST to 5:30 PM CST

 

Miller High Life Theatre
500 W. Kilbourn Avenue
Milwaukee, WI 53203
http://www.millerhighlifetheatre.com/

Register now - Health Care Panel & Investment Strategy Panel Discussions

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Collaborative Learning Event - How to Help a Client Through an Addiction

 

January 10, 2018

 

2:30 PM CST to 4:30 PM CST

 

Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214

Hosted by FPA WI, NAIFA, SFSP, CFLCW

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