February 19, 2019
2:30 PM – 4:30 PM
Wisconsin Financial Planning Association, National Association of Insurance and Financial Advisors-Wisconsin, Society of Financial Service Professionals, Milwaukee and CFLCW host different Collaborative Learning events with varying topics throughout the year. All topics require multiple disciplines and the sessions provide incredible networking opportunities. Registration is FREE for members of FPA WI, NAIFA WI, SFSP or CFLCW!
This session will be held at:
Walny Legal Group Office
250 E. Wisconsin Avenue
Milwaukee, WI 53202
Collaborative Learning: Saving the Family Cabin
Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered.
Upon your registration, you’ll be given a case study on how to keep the cabin in the family across generations. You’ll be randomly assigned a table and collaboratively your table will discuss concerns and develop solutions. We’ll share the findings and then wrap it up with an expert or two.
The session begins at 2:30 pm with 30 minutes for networking and then the case study will begin at 3 pm. Everything will wrap up by 4:30 pm.
Applied for 1 CFP CE credit and 1 WI Insurance CE credit.
QUESTIONS? Contact Michael Smith – CFLCW Affiliate Member