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.

2013 Financial Planning Symposium
Save the date now for our 2013 Symposium, "Securing Tomorrow Today" on October 14 & 15, 2013. Major speakers include Michael Kitces, Bob Keebler and Rick Adkins on Ethics. Sponsorships are available -- for more info contact us at info@fpasw.org or 414.358.9260.

Watch for more details.

Register for June 5th Meeting on Health Care Reform
Join us for an up-to-date, cutting edge CE event entitled " Health Care Reform 2013 & 2014: Are You and Your Clients Ready?" on June 5, 2013. Presented by Larry Grudzien, JD, this program will provide info on new mandates and how they'll affect individuals and employers, what the exchanges are and how they'll work, and what new taxes will be imposed. For more info or to register, CLICK HERE or call 414.358.9260.

Thanks to Our 2012 Partners
A special thanks to our 2012 Partners whose contributions make our Chapter activities possible.

Artio Global Advisors

Charles Schwab Advisor Services 

Chortek & Gottschalk LLP

Cole Real Estate Investments

CT Access

Fiduciary Partners

Morningstar, Inc.

O'Neil, Cannon, Holman, DeJong & Laing S.C.

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

TD Ameritrade Institutional

Waukesha County Technical College

Waukesha State Bank

FPA-SW Partnership Program 2013
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. You can learn more about this exciting program from the Partnerships Program 2013 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!  

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.