Reflecting back on safer times, we held our first member meeting in January at the Westmoor Country Club. We had great attendance for our event. Bethany Canfield presented on Estate Planning, Jake Anderson presented on Social Security, and Jeffrey Brooks presented on Wealth Planning. We had our first Collaborative Learning Event of the year in February. A Retirement Income Planning case study was discussed by various professionals including financial planners, attorneys, insurance experts, and CPAs.
We'll be back to our programming as soon as it's advisable. In the meantime, please contact our partners if you are interested in webinar content or additional material.
Stay healthy and talk to you soon.
Planning is underway for this year’s Financial Plannning Symposium which will be held at the Brookfield Conference Center on October 12th & 13th. We will be offering the reduced hotel room rate of $129 for the impressive accommodations and amenities.
Don’t be caught without CEs for Ethics! We will welcome back, the fun gaming environment that Dan Candura, a nationally recognized expert in personal financial planning and ethics brings to Day 1. He is now semi-retired and devoted to his mission to keep advisor on the straight and narrow to recognize unethical scenarios.
For more information on each event visit the Events Page.
FPA WI Partners make it possible for us to offer many of our programs along with community outreach. Please support them as they support the FPA of Wisconsin.
More information on becoming a partner, including our 2020 partnership packages, is available here.
A bit of forward thinking can go a long way! Big or small, every financial journey starts with the first step.
Last week, the Foundation for Financial Planning (FFP) released information about how we're helping address the coronavirus pandemic. This is a time of incredible need, with millions of Americans facing economic uncertainty, and we want to prepare the financial planning community to help.
1) Sign Up to Volunteer: If you are a CFP® professional who would like to offer pro bono services to families facing serious risk, please create a profile on CFPVolunteerMatch.org. You will be notified as we populate virtual volunteer opportunities in the coming weeks and months.
2) Take the Pro Bono Training: We encourage you to take the Pro Bono Financial Planning Volunteer Training, a free, 50-minute online module that helps financial planners understand the basics of how to provide pro bono service to underserved people. The training is approved for one hour of continuing education (CE) credit by the CFP Board.
Are you looking to advance your skills and career in the financial services industry? Do you have at least 24 college credits and dreams of completing your college degree? If so, the UW–Madison Online bachelor of science in Personal Finance is the right program for you.
One of the few schools in the nation to offer an online BS degree in personal finance, UW–Madison is ranked #2 in top colleges for financial planning by WealthManagement.com. This program combines an emphasis on financial management with the economic well-being of individuals and families. As a student, you will develop analytical, problem-solving and communication skills along with in-depth financial industry knowledge.
Our practical, hands-on curriculum means you can also integrate what you learn into your work the next day. Students learn key concepts in the curriculum, including principles of financial planning and development, risk and insurance, taxation, investment planning, retirement and savings, and estate planning. All graduates who complete the Certified Financial Planner (CFP) required courses leave fully prepared to sit for the CFP exam.
By combining finance and problem-solving with helping people, the BS in Personal Finance prepares you for a rewarding career in a rapidly growing field. Students will graduate equipped to serve the needs of a variety of clients and work in a broad range of finance jobs including financial analyst, risk management specialist, community educator, investment associate, product manager and business development consultant.
UW–Madison Online allows students to choose their course load, while the online format means work can completed during times more convenient for the student. The flexible online format makes it possible to balance progress towards a degree with work responsibilities.
FPA and CNBC have teamed up to deliver the latest investing and personal finance news from CNBC exclusively for FPA members. Sign up today!
Patty Kreamer helps financial advisers by coaching them to move past the noise and take control of their time to optimize their productivity. Learn More!
Enhance your expertise in financial planning through your FPA membership. Whether you want to learn more about being a sole practitioner on FPA Connect or engage in interactive educational sessions to build your knowledge and skills, you can count on FPA to support you. FPA is your one stop shop to discover all you need to know about financial planning and offers a variety of platforms and opportunities to do it. Learn more about your professional home and how we can help you throughout the year!
While we members of the FPA of WI maintain standards of excellence and uphold ethical behavior, we must remember every industry has its bad apples. The attached story is a tale of a local, now former financial advisor (who was not a FPA member) got himself into trouble and damage to his clients.
A former financial adviser accused of stealing from his clients has agreed to settle federal charges. The United States Securities and Exchange Commission said Matthes stole $2.4 million.
Bangladesh-Japan Exchange Project 2021 was an exceptional journey.
This year’s program set a great example of how much an “exchange program” can impact a person’s life. Most of us have done exchange programs, then why do I say BJEP 2021 was exceptional?
What happens in a usual exchange program? People from different countries meet, exchange cultures, build friendships, learn from each other. And in this pandemic, people can’t even meet, which makes it more difficult to host a successful exchange program. I won’t lie, even I had doubts whether an online exchange program is going to work or not. But to my surprise, AAEE has always proved me wrong. And after engaging in 3 exchange programs back to back hosted by AAEE I can surely say that, yes it works!
In usual exchange programs, the culture we exchange it’s mostly surface culture. Surface culture shows us how different and diversified are we, how people have different lifestyles, different beliefs, and so on. This is great I would say because exchange programs are meant to break the myopic view where people consider their own culture to be more right or superior? It’s to broaden our mind that we can co-exist having cultures that are very different.
But there’s a loophole. We always brush off just knowing the surface culture and knowing how “different” we are. But what we don’t try to understand is “why” are we different. Just knowing we are different makes us accept the diversity but to “understand” each other which is very important to build friendship, we need to look into the deep culture.
So this year, in BJEP the participants, as well as the organizers, tried to understand the deep culture, what lies beyond this cultural diversity?
Although deep culture is very subjective and tricky to address, the program was well organized. BJEP 2021 started off with a 3-day pre-program where the participants and the organizers had an ice breaker and discussed the surface culture which was essential instead of going straight into the deep culture. It was done to make the environment friendlier so that the participants and organizers interact without any hesitation and feel free to express themselves. In the main 7 day program, the participants dived deeper into understanding each other’s culture.
What unsaid values do we follow in our society? How has our family and society had an influence in shaping our perception and standards? As an individual what is our own perspectives on these? How our experiences had influenced us to follow or reject certain values?
These were the questions we asked each other. And I realized, even being a part of the nation I never had the chance to really understand my own culture. These questions were thought-provoking. Because even with our daily life these questions are never asked, thus never answered. And through the conversations I had and the ones I listened to, Something struck me. I personally experienced something that I’ve never contemplated or thought about.
I realized that although our social structure, traditions, habits, even some beliefs are really different when we try to engage in deep conversation put our point of view, we have a lot of similarities.
And even the differences we have, knowing the origin of it, knowing “why did he or she think like that? what’s their perspective?” helped me to understand them better. It made me feel more connected to the other culture.
Hence I would say, this year’s BJEP really opened up my mind, it made me think about my own culture, values, as well as understanding and respecting cultural and ideology differences more.
Thus instead of getting bombarded with cultural shocks or overwhelmed by cultural differences, BJEP helped us to realize what’s underneath these differences. This is what I dare to say the world needs, to acknowledge diversity, to respect other’s views, and to understand and be more kind to each other. AAEE has done an excellent job creating a platform for the youth to get the opportunity to discuss such unaddressed topics and inspire them to build cross-cultural friendships, promote cultural co-existence, reduce conflicts, and hopefully in long run make this world a better place.Subject: Roasting for 02.
They were raging it on this night. Lots of techno and straight up robotic electronics. Normally 02 is good but this seems a notch