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Wednesday May 8, 2013 at 8:00 AM CDT
Thursday May 9, 2013 at 4:30 PM CDT

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Country Springs Hotel 
2810 Golf Road
Pewaukee, WI 53072

Driving Directions 

A block of rooms is being held at Country Springs Hotel. Please call 262-547-0201 and identify yourself with NAIFA. 

Room rates are as follows: 

$89 Single/Double without waterpark passes
$99 Single/Double with up to 4 waterpark passes 

For Overall Event Questions Contact:

Jennifer Brydges
NAIFA Wisconsin

For Association Specific Questions Contact: 

Karen Hendrickson
FPA of Southern Wisconsin 

Andrew Bronson

May 8, 2013 

Foundation For Insurance And Financial Education (FIFE) Annual Golf Outing
8:30 am > Registration; 9:30 am > Shotgun start

Grab your clubs and get ready to play for a good cause! $100/person inculdes lunch, 18 holes of golf, golf cart, use of range before event, and all hole events.  

NAIFA Wisconsin Annual Meeting
3:30 pm > Delegate sign in4:00 pm > Meeting

NAIFA Wisconsin election of officers and directors for the 2013-2014 association year, and other important NAIFA news. 

A. Jack Nussbaum Distinguished Service Award Dinner 
6:30 pm 

Join us for dinner while recognizing a leader who has made meanignful contributions to the insurance and financial services industry. 

May 9, 2013

Financial Services Forum

Join Financial Planning Association (FPA) of Southern Wisconsin, the Society of Financial Service Professionals (SFSP), and NAIFA Wisconsin for a day of workshops, networking, and motivation. Earn up to 5 Continuing Education Credits in insurance, legal and CFP and hear from nationally recognized speakers that will give you the information and tools that you need now to grow your business.

Keynote Speakers: Anthony Morris and David and Rachel Brown, 2012 Amazing Race Winners.  


  • “The Affordable Care Act; What Employers Need to Know” with Terry Frett, CPCU, CEBS, CLU, RHU
  • Market Perspective: “A Case for Growth” with David Heiny, MBA, Institutional Client Services at Artisan
  • “Highlights of the American Tax Relief Act of 2012 with John O’Meara, JD, CLU, CFP, AEP
  • How Employers can Deal with Transformation in the Health Care Delivery System with Gerald Frye, CLU, ChFC, RHU, REBC, CASL
  • Reverse Mortgages with Harlan Accola, Money Wise Mortgage
  • Understanding the US Banking System with Steven Kuehl, JD, Federal Reserve


Financial Services Forum 

NAIFA, FPA, SFSP Members > $149

Guests > $199 

Additional Networking Opportunities: 

Golf > $100 per golfer 

A. Jack Nussbaum Distinguished Service Award Dinner > $35