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Newsletter Online
September 14 , 2010 Waukesha, WI
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a financial planning professional near you to help you with your financial
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Save the Date for FPA-SW Symposium
Mark your calendars for our next meeting on September 14, 2010 at 7:30 am -- we'll present a legislative and regulatory review. Watch your mail, e-mail and this website for registration info and more details.
A special thanks to our 2010 Partners whose contributions make our Chapter activities possible. Please extend your thanks and support -- and your business -- to the the following companies: Appleton Wealth Management Bryant & Stratton College Charles Schwab CT Access Fiduciary Partners Invesco PowerShares Michael Best & Friedrich LLP Morningstar, Inc. Northern Oak Capital Management Waukesha State Bank 2010 partnership oppportunities are still available. 2010 Symposium sponsorships are also 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.