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 in; 4:00 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.  

Workshops: 

• “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

Register Now! 

INVESTMENT: 

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