2018 Financial Planning Symposium

October 29, 2018 1:00 PM CDT to October 30, 2018 4:30 PM CDT
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Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com
 Directions

FPA of Wisconsin will once again welcome all Wisconsin financial planning and allied professionals to our 2018 Financial Planning Symposium.  The planning committee is hard at work to offer a first-rate professional education opportunity along with offering optimal networking for your benefit and enjoyment. 

All planned events will take place on the beautiful grounds of the Osthoff Resort in Elkhart Lake, a luxurious location that includes impressive accommodations and amenities.  A limited number of hotel rooms are available at the Osthoff Resort at a discounted rate of $122 per night.  If interested in reserving a room, call 1-800-876-3399.  When making your reservation identify yourself as part of the Financial Planning Association of Wisconsin to receive the discount.

Additional details will be provided as they become available.  

Future Meetings

Defining Markets Conference

January 25, 2018
3:00 PM CST - 5:30 PM CST

Miller High Life Theatre
500 W. Kilbourn Avenue
Milwaukee, WI 53203
http://www.millerhighlifetheatre.com/

Register now - Health Care Panel & Investment Strategy Panel Discussions

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NexGen Happy Hour with Alan Moore

January 29, 2018
5:30 PM CST - 7:30 PM CST

Camp Bar Third Ward
525 E. Menomonee St.
Milwaukee, WI 53202
https://www.campbarmke.com/milwaukee

Network with your peers & get to know Alan Moore

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Register Now

January Quarterly Meeting

January 30, 2018
8:30 AM CST - 1:15 PM CST

Milwaukee Marriott West
W231 N1600 Corporate Ct.
Waukesha, WI 53186
http://www.marriott.com/hotels/travel/mkemw-milwaukee-marriott-west/

Join us for our first meeting of the new year!

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Register Now

New Member Breakfast

March 14, 2018
8:00 AM CDT - 9:30 AM CDT

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

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March Quarterly Meeting

March 20, 2018
8:30 AM CDT - 1:15 PM CDT

Milwaukee Marriott West
W231 N1600 Corporate Ct.
Waukesha, WI 53186
http://www.marriott.com/hotels/travel/mkemw-milwaukee-marriott-west/

Member Meeting

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Collaborative Learning Event

April 19, 2018
2:30 PM CDT - 4:30 PM CDT

Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214

Selling the Business Within the Family - Hosted by FPA WI, NAIFA, SFSP, CFLCW

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June Quarterly Meeting

June 19, 2018
8:30 AM CDT - 1:30 PM CDT

To Be Determined

Member Meeting

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FPA of Wisconsin Free CE Day

July 18, 2018
8:00 AM CDT - 4:00 PM CDT

The Legend at Brandybrook
1 Legend Way
Wales, WI

Free CE Day is Back

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New Member Breakfast

September 06, 2018
8:00 AM CDT - 9:30 AM CDT

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

Read More

September Quarterly Meeting

September 18, 2018
8:30 AM CDT - 1:15 PM CDT

Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704
https://www.maplebluffcc.com/

Member Meeting

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Collaborative Learning Event

October 10, 2018
2:30 PM CDT - 4:30 PM CDT

Summit Place - 1st Floor Conference Room
6737 W. Washington Street
West Allis, WI 53214

Selling the Business Outside the Family - Hosted by FPA WI, NAIFA, SFSP, CFLCW

Read More

2018 Financial Planning Symposium

October 29, 2018 1:00 PM CDT to October 30, 2018 4:30 PM CDT

Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com

Mark your calendar now for October 29th & 30th and watch for details about the Financial Planning Symposium.

Read More

New Member Breakfast

November 28, 2018
8:00 AM CST - 9:30 AM CST

Original Pancake House
16460 West Bluemound Road
Brookfield, WI 53005

Learn more about what your new FPA membership has to offer!

Read More