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June 5, 2008

Medicaid and Special Needs Trusts: Current Trends

8:00 am - Waukesha, WI

 

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

Join Us At Our Next Meeting

June 5, 2008 Meeting Features

Medicaid  and Special Needs Trusts: Current Trends
Save the date and watch for more information on our June 5th program, 8:00 am to Noon at Country Springs Hotel & Conference Center, Pewaukee. This meeting features James A. Jaeger and Barbara S. Hughes of Hill, Glowacki, Jaeger & Hughes, LLP. To register, CLICK HERE.


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! 

Got a question that's not addressed by an article in our archives?  Get it answered here by asking our experts! 

FPA-SEWI offers great resources for Financial Professionals
Call 414-358-9260 today to get a user name and password that will allow you to access the parts of our site reserved for financial professionals, even those who are not members.  But then, 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!

FPA-SEWI offers great resources for its 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 2007 Leadership Conference

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.  

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
 
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 new program from the Partnerships Program 2008 Benefits At A Glance  and from the accompanying Partership Agreement.  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.

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.

 

Financial Planning Association of Southern Wisconsin -

6949 North 100th Street
Milwaukee, WI 53224 - 414-358-9260 - info@fpasw.org


CFP®, CERTIFIED FINANCIAL PLANNERTM, and  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.

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