2018 Financial Planning Symposium

October 29, 2018 12:00 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
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FPA of Wisconsin will once again welcome all Wisconsin financial planning and allied professionals to our 2018 Financial Planning Symposium.  The planning committee has been hard at work to offer first-rate professional education along with great exhibitors and optimal networking for your benefit and enjoyment. 

The Symposium will take place again this year 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.

Monday, October 29, 2018
Do you need Ethics training as required by licensing and designation authorities?  Join us at 12:30 pm on Monday afternoon as we welcome Rita Cheng, CFP®, CDFA for a three credit ethics training session. This will be the only time we'll offer the combination of CFP and Wisconsin Insurance credit this year.  

Following the ethics session, Joel Bruckenstein, CFP® will cover core technology applications for advisors, current technology trends, emerging technologies, as well as provide technology tips.  Joel's presentation will be followed by an interactive session where attendees can have their tech questions answered.  Joel is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3). 

At 6:30 pm we will host a reception followed by our first ever Casino Night at no extra cost to you, just funny money.  You won't want to miss this as it is sure to be one of the highlights of this year's Symposium.   

Tuesday, October 30, 2018
The Symposium will feature various topics including, but not limited to an economic forecast, taxes, and cybercrime and identity theft.  Our featured speakers include Alex Dryden with J.P. Morgan Asset Management, Tim Steffen with Baird, and Jeff Lanza, retired FBI Agent as the luncheon speaker.  In addition, there will be multiple Breakout Sessions, a CE approved Collaborative Learning Event, and several opportunities to earn CE credits.  

The full Symposium agenda will be available in July.

Attendees may take advantage of a 20% discount on the spa services offered at the on-site Aspira Spa.  For more information and a full list of spa services - click here!  Contact Aspira Spa directly to book your service.

Questions? Contact Justin Moilanen at justin@toyourwealth.com.

Tickets

$80.00 Ethics - SUPER Early Bird Member Fee

$100.00 Ethics - SUPER Early Bird Non-Member

$230.00 Symposium - SUPER Early Bird Member

$330.00 Symposium - SUPER Early Bird Non-Member

$100.00 Ethics - October 29, Member Fee
$90.00 Earlybird rate before September 21

$120.00 Ethics - October 29, Non-Member Fee
$110.00 Earlybird rate before September 21

$100.00 Ethics - October 29, CFA, NAIFA, SFSP & other FPA Chapter Member Fee
$90.00 Earlybird rate before September 21

$300.00 Symposium - Member Fee
$260.00 Earlybird rate before September 21

$400.00 Symposium - Non-member Fee
$360.00 Earlybird rate before September 21

$300.00 Symposium - CFA, NAIFA, SFSP & other FPA Chapter Member Fee
$260.00 Earlybird rate before September 21

$80.00 Symposium - University Student

Future Meetings

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 12:00 PM CDT to October 30, 2018 4:30 PM CDT

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

Register now for the Financial Planning Symposium.

Read More

Register Now

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