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Learning Events w/NAIFA, FPA WI, & SFSP

April 19 @ 2:30 pm - 4:30 pm

|Recurring Event (See all)

One event on April 19, 2018 at 2:30pm

One event on July 11, 2018 at 2:30pm

One event on October 10, 2018 at 2:30pm

Collaborative Learning Events 2018

January 10,2018 – Helping a Client With an Addiction
April 19, 2018 – Selling the Business Within The Family
July 11, 2018 – topic TBA
October 10, 2018 – Selling the Business Outside the Family

All are at the Summit Building 6737 W. Washington Street  1st Floor Conference Room  West Allis, WI

2:30 PM -4:30 PM

Collaborative Learning Events are informal gathering of interested professionals 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 at the event, you’ll be given a case study on how to help a client through an addiction. 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 a speaker or two.
We’ll get started at 2:30 and allow half an hour for networking time and the case study will begin at 3 pm. Everything will wrap up by 4:30 pm. FPA WI, NAIFA, SFSP, CFLCW will host different Collaborative Learning events throughout the year with varying topics. All topics require multiple disciplines and the sessions offer incredible networking opportunities. Registration is FREE for members of FPA WI, NAIFA, SFSP or CFLCW! Not a member of FPA WI, NAIFA, SFSP or CFLCW? You can still attend for $25.


April 19
2:30 pm - 4:30 pm


‘Michael Smith (