Meeting Information

Past Meetings

December 12th Member Meeting and Holiday Happy Hour

 

December 12, 2023

 

12:40 PM CST to 6:00 PM CST

 

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

Join us for the Last Member Meeting of the Year!

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FPA WI NexGen Virtual Networking Event

 

November 30, 2023

 

3:00 PM CST to 4:00 PM CST

 

Virtual Event

Join us for our next NexGen Event

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New Member Breakfast

 

November 07, 2023

 

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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2023 Financial Planning Symposium - October 16 & 17

 

October 16, 2023

 

12:30 PM CDT to 4:30 PM CDT

 

Grand Geneva Resort & Spa
7036 Grand Geneva Way
Lake Geneva, WI 53147

We look forward to seeing all attendees at the Symposium.

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September 19th Member Meeting - Virtual

 

September 19, 2023

 

8:00 AM CDT to 12:05 PM CDT

 

Virtual Event

Register now for this virtual meeting.

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New Member Breakfast

 

August 03, 2023

 

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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NexGen In-Person Networking Event

 

July 27, 2023

 

4:00 PM CDT to 6:00 PM CDT

 

Cafe Hollander
20150 Union Street
Brookfield, WI 53045

Join us for our Next NexGen Networking Event

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Free CE Day

 

July 19, 2023

 

8:00 AM CDT to 3:15 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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Madison Free CE Afternoon

 

July 18, 2023

 

12:45 PM CDT to 5:00 PM CDT

 

DoubleTree by Hilton
4402 E. Washington Ave
Madison, WI 53704

Join us for Free CE Afternoon in Madison.

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May 23rd Member Meeting

 

May 23, 2023

 

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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New Member Breakfast

 

May 09, 2023

 

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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NexGen In-Person Networking Event

 

April 27, 2023

 

4:00 PM CDT to 6:00 PM CDT

 

Cue Club of Wisconsin
2454 N Grandview Blvd.
Waukesha, WI 53188

Join us for our Next NexGen Networking Event

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New Member Breakfast

 

March 09, 2023

 

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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February 15th Member Meeting

 

February 15, 2023

 

8:30 AM CST to 1:15 PM CST

 

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

Join us for the first Member Meeting of the year!

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