 |
|
|
(PDF version)
Newsletter Online
Medicaid and Special Needs Trusts: Current Trends 8:00 am - Waukesha, WI
Locate
a financial planning professional near you to help you with your financial
planning needs!
Do you have a
financial planning question? |
||
|
|
|
|||
|
Join Us At Our Next Meeting June 5, 2008 Meeting Features Medicaid and Special Needs Trusts: Current Trends
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 2007 Leadership Conference
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 FPA of Southern Wisconsin’s president, J. Bernard Fiedler, CFP®. “We’ve worked diligently over the past year to increase our success and are proud that our efforts have been recognized on a national level.” FPA’s president Nicholas A. Nicolette, CFP®, and Chapter Leadership Resource Council Member Janet Stanzak, CFP® presented the award to Karen Hendrickson, FPA-SW Executive Director, Bernie Fiedler, CFP®, FPA-SW 2008 President and David Spano, CFP®, FPA-SW 2008 President Elect.
FPA-SW Partnership Program 2008 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.
|
The Financial Planning
Association® (FPA®) of Southern Wisconsin was recognized at FPA’s
2007 Leadership Conference for attaining the Silver Level of
achievement in FPA’s Chapter Recognition Program. In 2005 and 2006 the Chapter was recognized for attaining the Gold level of achievement. 
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.