Kick off 2026 with clarity, confidence, and connection
01-22-2026 | 09:00 - 16:45 PT San Diego CA
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
05-12-2026 | 11:30 - 15:30 CT Franklin WI
The May 2026 Women & Finance Knowledge Circle will be held on Thursday, May 14th at 2 pm ET
05-14-2026 | 14:00 - 15:00 ET
Save the date for the 2026 Financial Planning Symposium at The Osthoff Resort & Spa!
09-29-2026 09:00 - 09-30-2026 17:00 CT Elkhart Lake WI
The April 2026 FPA Latino Knowledge Circle will be held on Friday, April 24th at 3 pm ET
04-24-2026 | 15:00 - 16:00 ET
Save the Date for Free CE Day. More information to come!
07-22-2026 | 08:00 - 15:30 CT Brookfield WI
Registration at 7:00 AM | Breakfast at 7:15 AM Session 1 (8–9 AM): Cozy Wittman on 529 plans — superfunding, estate tax reduction, and multigenerational wealth strategies
05-14-2026 | 07:00 - 10:00 PT San Diego CA
Learn the latest on Medi-Cal eligibility, asset protection, spousal income strategies, and public benefits for in-home care and placement. Breakfast at 7:15 AM, presentation at 8:00 AM. 1 hour CFP CE pending
11-13-2025 | 07:15 - 09:00 PT San Diego CA
Whether you're a long-time member or new to the community, we’d love to see you there! 📅 June 11, 2026 📍 Bavarian Bierhaus | 700 W Lexington Blvd, Glendale, WI 53217 ⏰ 5:00 – 8:00 PM 💲 Event Fee: $5 Don’t miss this chance to unwind, connect, and grow your professional network
06-11-2026 | 17:00 - 20:00 CT Glendale WI
The April 2026 PridePlanners Knowledge Circle will be held on Tuesday, April 14th at 12 pm ET
04-14-2026 | 12:00 - 13:00 ET
1290 Broadway, Suite 1625Denver, CO 80203
Phone(800) 322-4237
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