Meeting Information

Past Meetings

December 7th Member Meeting & Happy Hour

 

December 07, 2022

 

1:00 PM CST to 5:30 PM CST

 

Milwaukee Marriott West
W231N1600 Corporate Ct
Waukesha, WI 53186

Last Member Meeting of the Year

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Collaborative Learning - OMG I'm a Parent

 

November 10, 2022

 

3:00 PM CST to 5:00 PM CST

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, PIA, WIFS, and CFLCW

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New Member Breakfast

 

November 08, 2022

 

8:00 AM CST to 8:45 AM CST

 

Virtual Event

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

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2022 Financial Planning Symposium

 

October 17, 2022

 

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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FPA of Wisconsin Financial Planning Day

 

October 08, 2022

 

10:00 AM CDT to 1:15 PM CDT

 

The Ridge Community Church
4500 S 108th St
Greenfield, WI 53228

Join Us for Financial Planning Day!

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September 20th Member Meeting

 

September 20, 2022

 

8:30 AM CDT to 1:15 PM CDT

 

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

Join us for the next Member Meeting.

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Collaborative Learning - Starting a Business

 

August 17, 2022

 

2:30 PM CDT to 4:30 PM CDT

 

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

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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New Member Breakfast

 

August 04, 2022

 

8:00 AM CDT to 9:00 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 Day

 

July 20, 2022

 

8:00 AM CDT to 4:00 PM CDT

 

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

Join us for Free CE Day!

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Fox Valley Free CE Afternoon

 

July 19, 2022

 

12:45 PM CDT to 5:00 PM CDT

 

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

Our Third Free CE event in the Fox Valley

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New Member Breakfast

 

May 10, 2022

 

8:00 AM CDT to 9:00 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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May 3rd Member Meeting

 

May 03, 2022

 

1:00 PM CDT to 5:00 PM CDT

 

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

Join us after the Member Meeting at the Brewer Game!

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Collaborative Learning Event - LGBTQ+ Planning and How To Create a More Inclusive Environment

 

April 21, 2022

 

3:00 PM CDT to 5:00 PM CDT

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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Collaborative Learning Event - Navigating the Complexities of Having Clients Who Keep Financial Secrets From Each Other

 

March 10, 2022

 

3:00 PM CST to 5:00 PM CST

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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New Member Breakfast

 

March 10, 2022

 

8:00 AM CST to 8:45 AM CST

 

Virtual Event

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

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Join CFA Society Milwaukee - Pimco's Tony Crescenzi Discusses Inflation, Rates and the Fed

 

March 01, 2022

 

5:00 PM CST to 8:00 PM CST

 

Wisconsin Club
900 West Wisconsin Avenue
Milwaukee, WI 53203

Join CFA Society Milwaukee at their dinner event.

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February 16th Member Meeting

 

February 16, 2022

 

8:30 AM CST to 1:15 PM CST

 

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

Registration is open for the First Member Meeting of the year!

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Keeping Your Brain Young: Slow Aging, Boost Productivity and Lower Risk for Alzheimer's and Dementia

 

February 02, 2022

 

11:00 AM CST to 12:00 PM CST

 

Virtual Event

Virtual Event

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