Back to All Events

Shelly's CFP Celebration

Who/What: We're proud to congratulate Shelly Wohler on passing the CERTIFIED FINANCIAL PLANNER (CFP®) exam. This accomplishment is the result of countless hours of study, hard work, and dedication to her profession. Shelly's commitment to expanding her knowledge and serving clients at the highest level is evident in everything she does, and we're excited to celebrate this important milestone with her. Congratulations, Shelly!

When: September 17th, 2026 at 2PM-5PM

Where: 15800 W. Bluemound Rd., Brookfield, WI 53005

Why: Join us as we celebrate Shelly's achievement of passing the CFP® exam and recognize the hard work, dedication, and commitment to excellence that made this milestone possible.

How to Attend:To attend this celebration, please reach out to Judith Phillips to RSVP (jphillips@pointerfg.com)

Previous
Previous
August 11

MAP Workshop (Money, Assets, and Planning)

Next
Next
October 14

Quarterly Market Webinar