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Since its launch in 2015, FREE CE DAY has become a valued summer event, and we’re excited to offer it once again this year. FPA-WI members receive access to an entire day of continuing education presentations at no cost. The event features a light breakfast & lunch, a series of one-hour CE presentations throughout the day, and opportunities to network with peers in a relaxed, no-frills setting. Non-members may attend for a reasonable registration fee of $100.
Agenda:
8:00 am – Sign In and Breakfast
8:20 am – Welcome and Announcements
8:30 am – Wisconsin Probate Basics for Financial Advisors – Jamie Barwin, J.D., CPA & George Peek, J.D. – von Briesen & Roper
9:25 am – Break
9:35 am – Portfolio Construction Institute – Nate Chang, CFA - Fidelity Investments
10:25 am – Break
10:35 am – Senior Living 101: Financial Planning for End-of-Life Care in Wisconsin & the Tale of Three Families – Jeff Kelling & Ryan Rabe - CarePatrol
11:25 am – Break
11:35 am – Managing Risk in Real Estate Investments – Alisa Kolodizner – Prairie Hill Holdings
12:25 pm – Lunch and Partner Comments
1:15 pm – Managing Taxable Investments: Techniques for Mitigating Tax Cost in Investing – Connor Brincklow - Natixis Investment Managers
2:10 pm -- Break
2:20 pm – Private Real Estate Investing: Diversification and Tax Efficiency – Mark Eisenmann – Luther Group & Tony Revolinski, CPA – Wipfli Advisory
3:15 pm – Adjourn
Click here to view a more comprehensive description for each session along with the speaker bios.
All sessions have been approved for CFP and WI Insurance CE.
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