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LILI 7 Book Study

September 29, 2022

1:30 - 4:00 pm CT

Do you see things the way they are and ask why?...
Leaders see things that never were and ask why not?...

Join Cindy Bong and Pat Mongin on September 29th from 1:30 - 4:00 pm in an exciting book study of Chop Wood Carry Water by Joshua Medcalf. Please read the book in advance of our meeting. Afterwards we will have a casual dinner gathering at Boulder Brewpub (cost on your own). 

Not a LILI grad but want to participate anyway? No problem, all are welcome to join in the fun!

Chop Wood Carry Water: How to Fall in Love with the Process of Becoming Great, by Joshua Medcalf (Purchase on Amazon)

Book Study Location:
E4 Insurance Services
951 Kimball Lane #206
Verona, WI 53593

Dinner Location: 
Boulder Brewpub
850 Kimball Lane
Verona, WI 53593

The Holiday Inn Express is just 2.5 miles down the road. A perfect pace to rest up and join us for the IFAPAC CE and NAIFA-WI Annual Meeting the next day in Madison! 

REGISTER HERE


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IFAPAC CE Day & Annual Business Meeting

Josh Kilty
Mortgage Planner - Fairway Mortgage
Jean Ausman
Director of Long Term Care Solutions - Stewardship Advisory Group
Mike Roberts
Founder, Managing Partner - CPT Create Protect Transfer Wealth

September 30, 2022

8:00 am - 3:30 pm CT

Join NAIFA-Wisconsin in person OR virtually for a day filled with CE and our 2022 Annual Business Meeting! Join us in person at Maple Bluff Country Club for 24 hours of CE credit beginning at 8:00 am. Want to join virtually? Join us on Zoom beginning at 8:00 am. Virtual offering will only be available for the 4 CE credit portion of our day from 8:00 to approximately 12:45 pm.

8:00 am: Peak Your Reverse Mortgage Knowledge - Josh Kilty
(2 hours CE approved)

10:00 am: First Steps Last Steps, Long-Term Care - Jean Ausman & Mike Roberts
(2 hours CE approved)

12:00 pm: Lunch & NAIFA-Wisconsin Annual Meeting

12:45 pm: Super CE - IN PERSON ONLY

The 20 hours of CE credit (Super CE) will only be offered in person at the Maple Bluff Country Club beginning at 1:00 pm. You must have your laptop with you to participate. Following the 1 hour of review, each participant will be required to pass the 50 minute test taken online with the proctor onsite.

Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704

Click the registration button for pricing details.

REGISTER HERE


2022 Past Events

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The event is brought to you by
NAIFA_WI_Affiliate

Eau Claire CE Day

David Plumb, MBA, CLU, ChFC
Illinois Mutual
Regional Sales Manager
Richard Wicka
Wisconsin Office of the Commissioner of Insurance
Chief Counsel
Brent DeGroot
One America
Regional Sales Director

September 9, 2022

8:00 am - 3:30 pm CT

Join fellow NAIFA-Wisconsin Eau Claire members for a CE day on September 9th! Come on out to Eau Claire Golf and Country Club for networking, education, NAIFA updates, and more from our three great speakers! We can't wait to see you there. *6 Hours of CE Credit Pending. 

Members $20.00 | Non-Members $40.00

Eau Claire Golf and Country Club
828 Club View Lane
Altoona, WI 54720

REGISTER HERE


February 1-2, 2022

Legislative Day

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Legislative Day

February 1-2, 2022

Thank you to all who attended!

March 10, 2022

Collaborative Learning Virtual Event
Navigating the Complexities of Having Clients Who Keep Financial Secrets From Each Other

X

Collaborative Learning Virtual Event
Navigating the Complexities of Having Clients Who Keep Financial Secrets From Each Other

March 10, 2022

Thank you to all who attended!

April 14, 2022

Madison Affiliate Watch Party

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Madison Affiliate Watch Party

April 14, 2022

Thank you to all who attended!

April 21, 2022

Collaborative Learning Virtual Event
LGBTQ+ Planning and How to Create a More Inclusive Environment

X

Collaborative Learning Virtual Event
LGBTQ+ Planning and How to Create a More Inclusive Environment

April 21, 2022

Thank you to all who attended!

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Thank you to all who attended!

June 24, 2022

Golf Outing

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Golf Outing

June 24, 2022

Thank you to all who attended!