Milwaukee Financial Planning Day

Milwaukee Financial Planning Day

525 640
Loading Events

« All Events

  • This event has passed.

Milwaukee Financial Planning Day

August 30, 2018 @ 12:00 pm - 8:00 pm

Free admission!

In today’s uncertain economy, planning for your financial future is more important than ever. If you have financial questions or concerns, or would like to learn how to manage your finances better, the Financial Planning Association of Wisconsin (FPA) and Children’s Community Health Plan invite you to Milwaukee Financial Planning Day, where you’ll have an opportunity to receive free, personalized, confidential answers from professional financial planners. The event will be held on Thursday, August 30, 2018 from noon to 8:00 pm at the Marquette University Alumni Memorial Union at 1442 W. Wisconsin Ave in Milwaukee.

At the event, highly qualified CERTIFIED FINANCIAL PLANNER™ professionals will be stationed at tables and will meet with you one-on-one to offer free personalized advice on a variety of financial topics, including – getting out of debt, retirement planning, investment strategies, tax issues, insurance, and estate planning, among many others.

There are no strings attached! All financial planners are participating as volunteers and they will not be selling products or services, or giving out business cards. Come as you are, or come prepared with any financial paperwork related to your questions. And, you can consult with as many different financial planners as you need.

The event will also feature a series of free classroom-style workshop presentations addressing key financial planning topics, including: Real World Retirement Planning, A Financial Fire Drill, Investing Basics – Be a Smart Investor, and Forging Your Financial Future. Spanish language resources will also be available.

Special appearance by the best Mascot in the NBA, BANGO of the Milwaukee Bucks! Picture opportunity at 5pm!

Walk-ins are welcome, but admission will be granted first to those who have registered online at, or by calling 608-246-9001.

We expect a large crowd, so we encourage you to register early.


Marquette University Alumni Memorial Union, Monaghan Ballroom
1442 West Wisconsin Ave.
Milwaukee, WI 53233 United States
+ Google Map
88Nine Radio Milwaukee