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

Do 1 Thing Volunteer Orientation

May 08, 2018
9:15 AM CDT - 10:15 AM CDT

Brookfield Public Library
1900 N. Calhoun Road
Brookfield, WI 53005

Interested in Volunteering - learn more by attending the orientation meeting.

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June Quarterly Meeting

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

Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/

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

Full day of Free CE

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Fox Valley Free CE Afternoon

July 19, 2018
12:45 PM CDT - 5:00 PM CDT

North Shore Golf Club
N8421 N. Shore Road
Menasha, WI 54952
http://www.nsgolfclub.com/

Our First Free CE event in the Fox Valley

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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!

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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

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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.

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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