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Newsletter Online
March 11, 2010 Waukesha, WI
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Mark your calendars and register for our meeting on March 11, 2010 at 7:30 am -- "In This Economy: An Economic Forecast and Market Forecast for the Coming Decade."Join us for this 4 CE program featuring Dr. Jerry Webman, Senior Investment Officer and Chief Economist for Oppenheimer Funds, who will provide a two hour Macro Investment Forecast of the markets and economy moving forward. He'll discuss various economic factors such as: GDP Growth; the unemployment rate; potential changes to interest rates; the direction and strength of the US dollar; energy prices and more. Dr. Webman will be followed by another two hour program featuring Dr. Brian Jacobsen, Chief Portfolio Strategist with Wells Fargo Funds Management Group. His presentation will have an emphasis on investment strategies in the coming decade when managing client portfolios, the potential for corporate profits, economic sectors that stand to benefit the most moving forward, and regions of the world that will provide economic leadership. Questions? Contact Karen at 414/358-9260 or info@fpasw.org. To register online, CLICK HERE. Thanks to everyone who made our 2009 Financial Planning Symposium on October 26 & 27, 2009 a huge success. We are especially grateful to our speakers, sponsors and planning committee. We are already beginning to plan the 2010 Symposium. Would you like to help with this event? Contact Karen at 414/358-9260 or info@fpasw.org. A special thanks to our 2009 Partners whose contributions make our Chapter activities possible. Please extend your thanks and support -- and your business -- to the the following companies: Bryant & Stratton College Charles Schwab CT Access Michael Best & Friedrich LLP Northern Oak Capital Management U.S. Transcription Waukesha State Bank 2010 partnership oppportunities are now available. Contact David Dewey at ddewey@waukeshabank.com.
Scholarships Available FPA-SW launched its Scholarship Program last fall, with the first scholarships were awarded in February 2009. The Scholarship Program provides financial assistance to students pursuing the Certified Financial Planner™ 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.
Got a question that's not addressed by an article in our archives? Get it answered here by asking our experts!
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 2009
The Financial Planning Association® (FPA®) of Southern Wisconsin was recognized at FPA’s 2009 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 2010 FPA of Southern Wisconsin President, Sarah Ehrhardt, JD. “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.” FPA’s 2009 president Richard Salmen, CFP®, CFA, CTFA, EA, and Chapter Leadership Resource Council Chair Reed Fraasa, CFP® presented the award to Karen Hendrickson, FPA-SW Executive Director, and Liz Pollock, CFP®, FPA-SW 2009 and 2010 Public Relations and Public Awareness Director.
FPA-SW Partnership Program 2009 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.
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are certification marks owned by the Certified Financial Planner Board of
Standards, Inc. These marks are awarded to individuals who successfully complete
the CFP Board’s initial and ongoing certification requirements.