February 18th Member Meeting

You are invited to join us for our first Member Meeting of 2026.  The meeting will be held on February 18th and will be offering three informative sessions.  Topics include understanding how demographics and housing affect the US Economy and stock market; a deep dive into a wide variety of tax and financial planning changes that come out of the One Big Beautiful Bill Act; and how to advise and work with clients through cognitive decline.  Click here to view a more comprehensive description for each session along with the speaker bios. 

Meeting Agenda:
8:30 a.m.      Registration and Networking
8:45 a.m.      Welcome and Announcements
8:50 a.m.      What Really Matters – Michael Antonelli – Baird
9:45 a.m.      Break
10:00 a.m.   Understanding the One Big Beautiful Bill Act – Tim Steffen, CPA, CFP®, CPWA® – Robert W. Baird & Co
11:15 a.m.   FPA Wisconsin Business & Partner Introductions
11:40 a.m.   Break / Lunch
12:10 p.m.   Advising Through Cognitive Decline: Practical Guidance for Financial Professionals
Panelist: Pam Foti – Vesta Senior Network
Bethany Canfield – Kitzke & Canfield
Wendy Betley – Alzheimer’s Association
Moderated by Deanne Phillips, CFP®, CDFA®, ABFP® – Annex Wealth Management
1:05 p.m.      Adjourn

This session has been accepted by CFP Board and WI Insurance.

Register now