My Continuing Education Coursework












































































































































































































































































































































































































































































































































































Program Date Sponsor Name Program / Class Name Hours Accepted Status How Reported Date Reported
02/14/2007 FPA - Financial Planning Association Fixed Income Investing in the Current Economic Environment 1.00 Accepted CE Sponsor 03/09/2007
01/31/2007 FPA - Financial Planning Association Integrating a Balanced Financial Plan 1.00 Accepted CE Sponsor 03/10/2007
01/01/2007 Financial Planning - On Wall Street January 2007 CE Quiz 1.00 Accepted CE Sponsor 01/31/2007
12/26/2006 Investment Advisor Group October 2006 CFP CE Test 1.00 Accepted CE Sponsor 01/12/2007
12/25/2006 Investment Advisor Group November 2006 CFP CE Test 1.00 Accepted CE Sponsor 01/12/2007
12/01/2006 Financial Planning - On Wall Street November 2006 CE Quiz 1.00 Accepted CE Sponsor 12/06/2006
12/01/2006 Charter Financial Publishing Network, Inc. November 2006 Financial Advisor Magazine 1.00 Accepted CE Sponsor 01/10/2007
12/01/2006 Financial Planning - On Wall Street December 2006 CE Quiz 1.00 Accepted CE Sponsor 12/06/2006
11/30/2006 FPA - Financial Planning Association JFP CE Exam November 2006 1.00 Accepted CE Sponsor 12/04/2006
11/24/2006 Charter Financial Publishing Network, Inc. July 2006 FAM 1.00 Accepted CE Sponsor 12/02/2006
11/14/2006 Children's Hospital and Health System Foundation, Inc. 8th Annual Tax and Charitable Planning Conference 3.00 Accepted CE Sponsor 12/01/2006
10/17/2006 FPA - Southern Wisconsin Chapter Risk Management: Protecting Yourself and Your Clients 4.00 Accepted CE Sponsor 10/26/2006
08/31/2006 Charter Financial Publishing Network, Inc. August 2006 FAM 1.00 Accepted CE Sponsor 08/21/2006
08/05/2006 Financial Planning - On Wall Street August 2006 CE Quiz 1.00 Accepted CE Sponsor 09/01/2006
06/06/2006 FPA - Illinois Chapter Regulatory Update 1.00 Accepted CE Sponsor 06/12/2006
06/06/2006 FPA - Illinois Chapter Planning for the Closely Held Business Owner 1.00 Accepted CE Sponsor 06/12/2006
06/06/2006 FPA - Illinois Chapter Questions Great Financial Advisors Ask 1.00 Accepted CE Sponsor 06/12/2006
06/06/2006 FPA - Illinois Chapter Prenuptial and Postnuptial Agreements 1.00 Accepted CE Sponsor 06/12/2006
06/06/2006 FPA - Illinois Chapter Real Estate Investments in Self-Directed IRA's 1.00 Accepted CE Sponsor 06/12/2006
06/06/2006 FPA - Illinois Chapter The New Physics of Philanthropy and the New Physics of Financial Advisement 1.00 Accepted CE Sponsor 06/12/2006
05/10/2006 FPA - Southern Wisconsin Chapter Personalizing Financial Planning 1.00 Accepted CE Sponsor 06/20/2006
05/10/2006 FPA - Southern Wisconsin Chapter Financial Planning Today and Tomorrow 1.00 Accepted CE Sponsor 06/20/2006
05/10/2006 FPA - Southern Wisconsin Chapter Exchange Traded Funds 1.00 Accepted CE Sponsor 06/20/2006
04/21/2006 Lorman Education Services Advanced 1031 Exchanges And Replacement Property Solutions: An In-Depth Discussion Of TICs And Private Annuity Trusts - Madison, WI - 2006 8.00 Accepted CE Sponsor 05/04/2006
04/19/2006 FPA - Southern Wisconsin Chapter Appreciative Financial Planning: Harnessing the Power of Appreciative Inquiry to Serve Your Clients and Enhance Their Lives 4.00 Accepted CE Sponsor 09/30/2006
03/22/2006 FPA - Southern Wisconsin Chapter Maximizing Initial Withdrawal Rates: Decision Guardrails and Confidence Standards for Retirees 3.00 Accepted CE Sponsor 03/31/2006
12/31/2005 FPA - Financial Planning Association JFP CE Exam Mar 2004 1.00 Accepted CE Sponsor 02/02/2006
12/31/2005 FPA - Financial Planning Association JFP CE Exam December 2004 1.00 Accepted CE Sponsor 02/02/2006
12/31/2005 FPA - Financial Planning Association JFP CE Exam April 2004 1.00 Accepted CE Sponsor 02/02/2006
12/31/2005 FPA - Financial Planning Association JFP CE Exam Aug 2004 1.00 Accepted CE Sponsor 02/02/2006
12/29/2005 FPA - Financial Planning Association JFP CE Exam May 2005 1.00 Accepted CE Sponsor 02/02/2006
12/26/2005 FPA - Financial Planning Association JFP CE Exam February 2005 1.00 Accepted CE Sponsor 02/02/2006
12/25/2005 FPA - Financial Planning Association JFP CE Exam April 2005 1.00 Accepted CE Sponsor 02/02/2006
12/24/2005 FPA - Financial Planning Association JFP CE Exam September 2005 1.00 Accepted CE Sponsor 02/02/2006
12/21/2005 FPA - Financial Planning Association JFP CE Exam December 2005 1.00 Accepted CE Sponsor 01/03/2006
12/13/2005 FPA - Financial Planning Association JFP CE Exam November 2005 1.00 Accepted CE Sponsor 01/03/2006
12/10/2005 FPA - Financial Planning Association JFP CE Exam October 2005 1.00 Accepted CE Sponsor 01/03/2006
11/15/2005 FPA - Southern Wisconsin Chapter Update on Section 1031 Exchanges 1.00 Accepted CE Sponsor 11/28/2005
11/15/2005 FPA - Southern Wisconsin Chapter Practical Planning Strategies 1.00 Accepted CE Sponsor 11/28/2005
11/15/2005 FPA - Southern Wisconsin Chapter Year End Tax Planning 1.00 Accepted CE Sponsor 11/28/2005
11/15/2005 FPA - Southern Wisconsin Chapter Charitable Giving Strategies 1.00 Accepted CE Sponsor 11/28/2005
11/15/2005 FPA - Southern Wisconsin Chapter Advanced Planning for IRAs and Other Qualified Plans 1.00 Accepted CE Sponsor 11/28/2005
11/15/2005 FPA - Southern Wisconsin Chapter The Implementation Hour - Practical Tax Planning Advice for Clients 1.00 Accepted CE Sponsor 11/28/2005
11/03/2005 Intershow Private REITs 1.50 Accepted Online 11/11/2005
11/03/2005 Intershow Risk-Controlled Investment Vehicles 1.50 Accepted Online 11/11/2005
11/03/2005 Intershow Alternative Investments 1.50 Accepted Online 11/11/2005
11/03/2005 Intershow Public REITs 1.50 Accepted Online 11/11/2005
11/02/2005 Intershow Commodity Investing-Natural Rresources for Diversity and Profit 1.50 Accepted Online 11/11/2005
11/02/2005 Intershow Indexing Panel 1.50 Accepted Online 11/11/2005
11/02/2005 Intershow Multi-Disciplined Funds 1.50 Accepted Online 11/11/2005
10/14/2005 FPA - Financial Planning Association Medicare Part D: Fee for Service Plans 1.00 Accepted CE Sponsor 11/22/2005
10/01/2005 Putnam Investments High Impact Financial Planning 1.00 Accepted Online 11/07/2005
10/01/2005 Financial Planning Institute, LLC Extended Family Feud 2.00 Accepted Online 11/11/2005
09/30/2005 John Hancock Funds Helping The Next Generation Succeed 1.00 Accepted Online 11/07/2005
09/29/2005 John Hancock Mutual Life Insurance Company IRA Mistakes and Opportunities 1.00 Accepted Online 11/07/2005
09/29/2005 American Funds Distributors, Inc Investor IQ - Why They Do What They Do 1.00 Accepted Online 11/07/2005
09/26/2005 Salvation Army The 13th Annual Estate and Charitable Gift 3.00 Accepted Online 11/28/2005
09/26/2005 SC Partners Inc. Trends and Traps 6.00 Accepted CE Sponsor 02/17/2006
05/19/2005 NASD - National Association of Securities Dealers now known as FINRA - Financial Industry Regulatory Authority, Inc. Regulation, Inc. Series 66 12.00 Accepted Online 12/01/2005
05/06/2005 NASD - National Association of Securities Dealers now known as FINRA - Financial Industry Regulatory Authority, Inc. Regulation, Inc. Series 7 Class 60.00 Accepted Online 12/01/2005