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Grow Your Practice Institute - Financial Planning: It's Not So Scary

October 31, 2018
12:00 PM to 1:30 PM
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Two-Fifty MKE - 1st Floor Conference Room
250 East Wisconsin Avenue
Milwaukee, WI 53202
http://TWOFIFTYMKE.COM
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Grow Your Practice Institute - Financial Planning: It's Not So Scary

Credit: 1.0 CLE credit to be applied for
Registration & Lunch: 12:00 - 12:30 PM
Presentation:
 12:30 - 1:30 PM
Location:
250 East Wisconsin Avenue, 1st Floor Conference Room

Presenter: Brooke Napiwocki, Crescendo Wealth Management LLC

Join us for special guest Brooke Napiwocki, CFP®, MBA, to learn about how financial planning can help not only your finances but your life! This educational workshop will explore what your money mindset and financial values are and outline how you can motivate yourself to reach your goals despite common obstacles young professionals face, such as paying off school debt. Brooke will describe the core components of financial planning most relevant to young professionals to get you on your path to financial wellness.

 

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Brooke provides families with a full range of services including personal cash flow and debt analysis, retirement planning, education planning, investment & asset allocation analysis, risk management and taxation and estate planning. Being an independent advisor allows Brooke to freely choose the products and services that address clients’ needs because LPL Financial does not offer any proprietary products.Throughout southeast Wisconsin, Brooke is a strong advocate for family financial literacy through her volunteer work with Junior Achievement and Money Smart Week®, speaking engagements and written thought leadership.

 

 

Available via live webcast - REGISTER HERE!

TO REGISTER FOR THE CLE VIA WEBCAST PLEASE CLICK ON THE LINK ABOVE.

TO REGISTER TO ATTEND IN PERSON PLEASE CLICK ON REGISTER NOW.

WestlegalEd Center (MBA online provider) applies for CLE credit(s) for all MBA webcast CLE program(s).

Tickets

$40.00 MBA member

$52.00 MBA member w/lunch

$75.00 Non member

$87.00 Non member w/lunch

$0.00 Newly licensed MBA member (licensed within last 5 years)

$12.00 Newly licensed MBA member (licensed within last 5 years) w/lunch