Join us on May 12 for our in-person Member Meeting at Luxe Golf Bays in Franklin. We’ll wrap up the day with a golf game and happy hour—perfect for networking with fellow members.
The program features three educational sessions. We’ll kick things off with a session designed to deepen your understanding of eligible 529 expenses, equipping you to better guide clients in their decision-making. The second session will include a collaborative case study exploring legal, financial, and insurance strategies to help preserve a family cabin across generations. The last session will bring together experts in estate law, financial planning, insurance, and long-term care to explore practical strategies for structuring ownership, funding entities, managing risk, and maintaining family harmony so attendees will gain actionable insights to help clients protect both the financial and emotional value of legacy properties.
Click here to view a more comprehensive description for each session along with the speaker bios.
Meeting Agenda:
11:30 – Registration, Networking & Lunch
12:00 – Welcome, Opening Remarks & Partner Introductions
12:15 – Understanding Withdrawals for Higher Education Expenses
1:15 – FPA Business, Penefield Children’s Center & Partner Introductions cont.
1:30 – Saving the Family Cabin - Collaborative Learning Event
2:30 – Preserving the Family Cottage: Advanced Planning Strategies Using Trusts, LLCs & Risk Management - Panel discussion
3:30 – Golf driving game (no experience necessary) and happy hour
5:00 - Adjournment
Approved for CFP and WI Insurance CE
May 12, 2026
11:30 am - 5:00 pm
Luxe Golf Bays
7065 S. Ballpark Dr.
Franklin, WI 53132
Register Now!
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We are excited to host a new and gently used Book Drive benefiting
Penfield Children’s Center!
What to Donate: Board books and picture books for babies and children.
Where to Drop Off Donations: May 12th Member Meeting at Luxe Golf Bays
We hope you’ll consider bringing a book (or two!) to help support the children and families served by Penfield Children’s Center. Thank you for your generosity!