Past Meetings
December 10th Virtual Member Meeting
December 10, 2024
11:45 AM CST to 1:30 PM CST
Webinar
2024 Financial Planning Symposium
October 07, 2024
12:00 PM CDT to 4:00 PM CDT
Blue Harbor Resort and Spa
725 Blue Harbor Drive
Sheboygan, WI 53081
http://blueharborresort.com
September Member Meeting
September 17, 2024
10:00 AM CDT to 1:00 PM CDT
Webinar
New Member Breakfast
September 13, 2024
8:00 AM CDT to 9:00 AM CDT
Mimosa
275 Regency Ct
Brookfield, WI 53045
Kitces IAR Ethics CE Day
August 29, 2024
10:00 AM CDT to 5:00 PM CDT
Virtual Event
NexGen In-Person Networking Event
August 22, 2024
4:00 PM CDT to 6:00 PM CDT
Cafe Hollander Brookfield Corners
20150 Union Street
Brookfield, WI 53045
Free CE Day
July 24, 2024
8:00 AM CDT to 3:15 PM CDT
Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/
NexGen June In-Person Meeting
June 13, 2024
4:00 PM CDT to 6:00 PM CDT
Thunder Bay Grille
N14W24130 Tower Place
Pewaukee, WI 53072
May 21st Member Meeting
May 21, 2024
1:25 PM CDT to 5:30 PM CDT
Lake County DockHound
1011 Blue Ribbon Circle N
Oconomowoc, WI 53066
Meet the Board & Networking Event
April 25, 2024
5:00 PM CDT to 7:00 PM CDT
Annex Wealth Management
17950 W Corporate Dr,
Brookfield, WI 53045
NexGen Virtual Event
April 25, 2024
3:00 PM CDT to 4:00 PM CDT
Virtual Event
New Member Breakfast
March 07, 2024
8:00 AM CST to 8:45 AM CST
Virtual Event
February 13th Member Meeting
February 13, 2024
8:30 AM CST to 1:15 PM CST
Lake Lounge at Brookfield Lakes
17975 W Sarah Lane
Brookfield , WI 53045
FPA WI NexGen Virtual Networking Event
January 25, 2024
3:00 PM CST to 4:00 PM CST
Virtual Event
