Welcome to the FPA of Southern Wisconsin Chapter

The mission of The Financial Planning Association of Southern Wisconsin is to promote the financial planning process and advance the financial planning profession.

2012 Financial Planning Symposium
Mark your calendar now for FPA-SW's 2012 Financial Planning Symposium, "Planning for Positive Outcomes" on November 8 & 9, 2012. Our planning committee is already hard at work to bring you another excellent learning event at the Country Springs Hotel and Conference Center in Pewaukee. On November 8th, we will once again offer 3 hours of fun and interesting Ethics with Dan Candura, CFP^®.

Our opening and closing keynote presenter on November 9th will be Ross Levin, CFP^®. Ross Levin is the Founding Principal and President of Associated Investors Inc. His book, The Wealth-Management Index, provides a framework to advisors to assess and manage their clients' plans and goals. A revised and updated volume, Implementing The Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Levin's Wealth Management Index™ tool. His third book, Spend Your Life Wisely™, The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Levin is a regular columnist for the Minnesota Star Tribune and a sought after speaker in financial matters.

 In between, we promise a variety of breakout session with great speakers and meaningful topics. Watch for more information, and save the dates!

Thanks to 2011 Partners and Symposium Sponsors
A special thanks to our 2011 Partners whose contributions make our Chapter activities possible. These companies also sponsored our 2011 Symposium, along with The Business Journal and WisPACT. Please extend your thanks and support -- and your business -- to all of these companies:

Artio Global Advisors

Charles Schwab Advisor Services 

Chortek & Gottschalk LLP

CT Access

Fiduciary Partners

Genworth Financial

Morningstar, Inc.

Natixis Global Associates

The Schroeder Group, S.C., Attorneys at  Law

TD Ameritrade Institutional

Waukesha State Bank

Weitz Funds

Wells Fargo Advantage Funds

FPA-SW Partnership Program 2012
Partners are the key to a financially robust chapter and we need you, our members, to identify good prospective chapter partners and earn valuable benefits in the process.  The chapter's partner program involves three different partnership categories that vary in cost to the partner and benefits to the referring member. We've made some chnaged to this year's program that really offer greater benefits to Partners. You can learn more about this exciting new program from the Partnerships Program 2012 Benefits At A Glance  and from the accompanying Partership Agreement.  We've also created a General Partner Info document to provide potential partners with information about our Chapter. Take a look and help your chapter to create more good partnership relationships!  There is also a referral form in MS Word format that you can use to submit your referrals.  Simply open the form in your browser, complete it, save it to your hard drive, then either print and fax it or attach it to an email message.
 

Scholarships Available
FPA-SW launched its Scholarship Program in Fall of 2008, with the first scholarships awarded in February 2009. The Scholarship Program provides financial assistance to students pursuing the Certified Financial Planner^TM certification. To view a printable version of the complete Scholarship Program info and application, CLICK HERE. To contribute to the Scholarship Fund, contact us at info@fpasw.org or mail checks payable to FPA-SW to 6949 North 100th Street, Milwaukee, WI 53224.

Financial Planning Process 
Here, you can learn about the financial planning process and why the FPA supports the CERTIFIED FINANCIAL PLANNER^® certificant as the professional most qualified to guide you through this process.  Need more?  Check out our great collection of financial links!  For timely, useful information on topics including taxes, insurance, retirement, business planning, mortgages, investments and more, be sure to look through our collection of financial planning articles. Each month, we provide you with a wide variety of compelling articles on relevant, timely, financial planning topics.  May's articles cover the importance of an annual financial checkup, financial education for minorities, and small business succession planning.  See how they can help you! 

Financial Professionals
Discover how membership in the FPA and affiliation with the FPA of Southern Wisconsin can enhance your professional life, whether you're a financial planner, accountant, attorney, personal banker, insurance agent, or other financial professional.  The FPA is a BIG TENT and we want you under it!

Current Members
Get Involved! Your chapter needs YOU to fill one of a variety of leadership and volunteer positions, including three board positions.  We're a growing and vital organization and always in need of help from those who want to contribute to their profession.  Check out our current needs and then volunteer! 

Looking for quality professional continuing education?  We've got it!  Our local education programs and annual symposium provide cutting-edge CE opportunities right in your own backyard.  Combine that with FPA's national conference agenda, and you'll find that FPA membership allows you to keep your professional skills finely honed!

Want to know what the government and regulators are up to and what FPA is doing about it?  On our Government Relations page you can find FPA's Capitol Update, Tax Update, and a collection of links that will help you keep up with the governmental issues, and how you can help in FPA's efforts to represent your profession before governmental and regulatory agencies, including a direct link to the FPA Legislative Action Center.  There's always a lot going on and we all need to keep up!  

FPA-SW Recognized at 2010
Leadership Conference
The Financial Planning Association® (FPA®) of Southern Wisconsin was recognized at FPA's 2010 Chapter Leaders Conference as a Roadmap to Success Recipient. The chapter was honored for its accomplishments and efforts in chapter operations, chapter leadership, community outreach, member outreach, membership development and special achievements.   

"It's an honor to be recognized for our achievements," said 2011 FPA of Southern Wisconsin President, Kevin Reardon, CFP(R).  "We've worked diligently over the past year to increase our success and service to members and are proud that our efforts have been recognized on a national level." 

Virtual Learning Center
Have you heard about FPA's Virtual Learning Center?  It's a web-based educational resource and yet another opportunity to earn continuing education credits.  The VLC offers a varied and growing list of courses to help you progress in your career and stay on top of latest trends in the profession. 

Check out upcoming offerings at the Virtual Learning Center site.

Thanks to our Partners

Partners