Meeting Information

Past Meetings

December 15th Member Meeting & Happy Hour

 

December 15, 2021

 

1:00 PM CST to 5:30 PM CST

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Last Member Meeting of the Year

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New Member Breakfast

 

November 18, 2021

 

8:00 AM CST to 8:30 AM CST

 

Virtual Event

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

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Collaborative Learning Event - Working with Widows

 

November 10, 2021

 

3:00 PM CST to 5:00 PM CST

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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NexGen Networking Event

 

November 03, 2021

 

4:00 PM CDT to 5:00 PM CDT

 

Virtual Event

FPA of WI NexGen will be hosting their next virtual networking event.

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2021 Financial Planning Symposium

 

October 18, 2021

 

12:00 PM CDT to 5:00 PM CDT

 

Brookfield Conference Center
325 South Moorland Road
Brookfield, WI 53005
https://www.brookfieldconferencecenter.com/

We look forward to seeing all attendees at the Symposium.

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September 21st Hybrid Member Meeting

 

September 21, 2021

 

8:30 AM CDT to 1:15 PM CDT

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Register now for our September Hybrid Member Meeting.

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CFA Society Milwaukee Third Thrusday

 

September 16, 2021

 

5:00 PM CDT to 7:00 PM CDT

 

St Paul Fish Company
6200 W Mequon Road
Mequon, WI 53092

Third Thursday - 9/16

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Collaborative Learning Event - Retirement, Medicare, and Social Security Issues.

 

August 18, 2021

 

3:00 PM CDT to 5:00 PM CDT

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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New Member Breakfast

 

August 05, 2021

 

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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Free CE Virtual Event

 

July 21, 2021

 

9:00 AM CDT to 12:00 PM CDT

 

Virtual Event

Register now for this multi-day virtual event!

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NexGen Networking Event

 

May 20, 2021

 

12:00 PM CDT to 1:00 PM CDT

 

Virtual Event

FPA of WI NexGen will be hosting their next virtual networking event.

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May 4th Member Meeting

 

May 04, 2021

 

8:25 AM CDT to 12:00 PM CDT

 

Virtual Event

Register now for this Member Meeting!

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Collaborative Learning Event - Helping the Modern Day Young Professional- with a Special Look at Student Loan Planning

 

April 21, 2021

 

3:00 PM CDT to 5:00 PM CDT

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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Virtual New Member Breakfast

 

March 11, 2021

 

8:00 AM CST to 8:30 AM CST

 

Virtual Event

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

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February 23rd Member Meeting

 

February 23, 2021

 

8:55 AM CST to 12:00 PM CST

 

Virtual Event

First Member Meeting of the Year!

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Collaborative Learning Event- Advising Clients with Diminishing Capacity and Long-Term Care Concerns

 

February 10, 2021

 

3:00 PM CST to 4:30 PM CST

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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NexGen Virtual Casual Coffee Social

 

January 14, 2021

 

8:00 AM CST to 9:00 AM CST

 

Virtual Event

FPA of WI NexGen

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