Collaborative Learning: Selling the Business Outside the Family
Tell a Friend About This EventTell a Friend

When: October 10, 2018
2:30-4:30 p.m.
Where: Summit Place
6737 West Washington Street
1st Floor Conference Room
West Allis, Wisconsin  53214
United States

« Go to Upcoming Event List  

Collaborative Learning: Selling the Business Outside the Family


Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered.

Upon your registration for this free to members event, you’ll be given a case study on selling the business outside the family. You’ll be randomly assigned a table, and collaboratively, your table will discuss concerns and develop solutions. We'll share the findings and then wrap it up with an expert or two.

We'll get started at 2:30 p.m. and allow half an hour for networking and the case study will begin at 3 p.m. Everything will wrap up by 4:30 pm.

Approved for 1 CFP CE credit and 1 WI Insurance CE credit.

FPA WI, NAIFA, SFSP and CFLCW will host different Collaborative Learning events with varying topic throughout the next two years. All topics require multiple disciplines and incredible networking opportunities. Registration is FREE for members of FPA WI, NAIFA, SFSP or CFLCW!

Not a member of FPA WI, NAIFA, SFSP or CFLCW? You can still attend for $25.

National Association of Insurance and Financial Advisors-Wisconsin

Regional Office
600 State Street, Suite A
Cedar Falls, IA 50613