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Brewer's Networking Event
May 23, 2012
12:00 PM - 4:00 PM
Miller Park
One Brewers Way
Milwaukee, WI
http://www.brewers.com
Join FPA of Southern Wisconsin, along with NAIFA and SFSP for a networking event Wednesday, May 23rd when the Brewers meet the Giants at Miller Park. First pitch is at 12:10 p.m.
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"Keep More Eggs In Your Client's Nest: Drawdown, Gifting and the Economy"
June 05, 2012
7:30 AM - 12:15 PM
Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
Join us as we bring you one of our Chapter's most popular speakers, Robert S. Keebler, CPA, MST, AEP, who will discuss Tax-Sensitive Withdrawal Strategies. He'll be joined by Mike Knetter and Scott McKinney of the UW Foundation.
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New Member Lunch
August 14, 2012
11:30 AM - 1:00 PM
Chammps
1240 S. Moorland Road
Brookfield, WI
Join members of FPA-SW's Board and Member Committee to learn how to make the most of your FPA Membership!
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2012 Personal Tax Planning Update
September 21, 2012
7:30 AM - 12:15 PM
Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
Join us for a four CE course on planning opportunities created by recent tax developments presented by Attorney, CFA, CPA and PFS (Personal Financial Specialist) Dennis Gerschick.Dennis is also a Venture Capitalist.
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2012 Financial Planning Symposium - November 8 & 9
November 08, 2012 5:00 PM to November 09, 2012 5:15 PM
Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WV 53072
http://www.countryinnhotel.com
Save the dates now and watch for more information for FPA-SW's Annual Financial Planning Symposium. This day and a half event is great combination of continuing education, great, cutting edge speakers, high quality resources to help add value to your prac
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New Member Breakfast
November 14, 2012
8:00 AM - 10:00 AM
Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005
Join members of FPA-SW's Board and Member Committee to learn how to enhance your FPA membership!
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