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

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My Continuing Education Coursework