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Why Financial Wellness is the key to Happiness and a Long Life
In his Financial Wellness presentation, Tom shares simple concepts that can help anyone become financially independent. Not only can people become very wealthy using these tips, research shows they will also likely be much happier and even live longer! Most people think you have to make a lot of money to become wealthy, Tom shows how it is NOT how much you make that counts, it’s how much you keep. Spending less than you earn, investing in appreciating assets, having an emergency fund and protecting your blind side with insurance products can allow nearly everyone to become financially successful. Tom shows how poor planning, procrastination, credit card debt, divorce and a failure to understand the Opportunity Costs of purchases doom many people to a life of financial stress and unhappiness. This is a presentation you don’t want to miss!
Egg Harbor, WI
May 5-7, 2021
More CE’s for a total of 10
Lunch on Friday is included
CLICK HERE TO REGISTER
Full Program in Advance
Attendee only $200
Attendee & Spouse/Guest $275
First Time Attendee
Attendee only $125
Attendee & Spouse/Guest $200
Trolley Tour-extra cost $80
New-if you refer someone to attend
Attendee Only $175
Attendee & Spouse/Guest $250
Name of Referral_________________
Full Program at the Door
Attendee only $225
Attendee & Spouse/Guest $300
A La Carte
Thursday Only (incl. 4 CE’s) $125
Friday Only (Incl. 6 CE’s) $125
Banquet Only $45
YOU MUST BE PRESENT AT ALL CE SESSIONS TO RECEIVE 10 CE’S
(all times tentative)
Wednesday, May 5, 2021
10:30-4:00 Door County Trolley Tour-Wine, Beer, Spirits Tour (extra $80cost)
See attached flyer for details
Thursday, May 6, 2021
8:00-9:00am Registration Booth Open/Continental Breakfast
9:00 am Meeting Opens & Welcome
9:20-9:50 am -Charity PATH of Door County
10:00am-11:30 Bill Baker-WFA
11:30 pm—1:00 pm Boxed Lunch
1:00-4:50pm CE Session (4CE’s) Van Mueller– Best Time Ever to Be in This Business
4:50—5:30 Free Time
5:30—6:00 pm Cocktails and Networking
6:00pm Dinner and Entertainment
With Gary Koepke
Prize Drawing and Silent Auction (Raffle and Bucket Drawings)
If you want to donate a basket for the charity raffles, please bring along.
Friday, May 7, 2021
7:00-8:00 am Breakfast
8:00 am Opening Session-Officer Installation
8:30—11:30 am CE Session (3 CE’s)
Mark Rodgers and Stacy Vogeltanz-SECURE Act
11:30 am– 2:30pm Box Lunch and (3 CE’s)
Todd Davis-Life Insurance for the
2:30 Meeting Adjourns
Space is limited so register early. Currently there are no plans to cancel the conference. If we have to cancel, all fees will be refunded.
Reserve your room by March 22, 2021, to take advantage of this reduced group rate.
Room Rate $130-243+ tax, rated depends on type (1 or 2 bed) and location of room (wood vs water view)
The Landmark Resort
4929 Landmark Drive
Egg Harbor, WI 54209
800-273-7877 or 920-868-3205
P.A.T.H. of Door
P.A.T.H (which stands for: Providing Access To Help for Families with Special Needs) was first organized in 2005 due to the lack of support and resources for families struggling to help their children with special needs. Three moms: Deb Doyle, Veronica Behme, and Myria Normann faced obstacle after obstacle when simply looking for answers. As luck would have it, the three found each other and joined forces to help pave away for other families, so they didn’t feel like they were alone in this journey. There was A LOT of help along the way, including seed money and some ‘recycled” office equipment from the Moravian Church, grants from the then WCDD, the Door County Community Foundation, and the Raibrook Foundation, and countless fundraisers throughout the years to keep the programs that we’ve established going. The goals and programs have grown dramatically since those first few years. In 2016, the decision was made to become our own 501 (c) 3 non-profit organization and in October 2018 we purchased the Jaycee Clubhouse. We look forward to the exciting things that the future hold for our families.
To donate online:
Once we have more information on the 2021 Michigan FIC annual meeting, we'll post it here. Thanks for your interest!
Please pencil in this date to hold for the Minnesota Chapter Meeting.
More information will be provided as we get closer to the event.
All dates are subject to change.
Office: +1 (920) 478-4901
211 Canal Road, Waterloo, WI 53594