2018 Financial Planning Symposium

October 29, 2018 12:00 PM CDT to October 30, 2018 4:30 PM CDT
 Add to Calendar

Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151

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.

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.  

To view the full Symposium agenda - click here!

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.


$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

$120.00 Ethics - October 29, Non-Member Fee

$100.00 Ethics - October 29, CFA, NAIFA, SFSP & other FPA Chapter Member Fee

$300.00 Symposium - Member Fee

$400.00 Symposium - Non-member Fee

$300.00 Symposium - CFA, NAIFA, SFSP & other FPA Chapter Member Fee

$80.00 Symposium - University Student

Future Meetings

FPA Milwaukee Bucks Game

December 27, 2018
5:30 PM CST - 9:30 PM CST

Fiserv Fourm
1111 Vel R. Phillips Avenue
Milwaukee, WI 53203

16 Discounted Tickets Available for Members

Read More

Register Now

January Member Meeting

January 29, 2019
8:30 AM CST - 1:15 PM CST

DoubleTree by Hilton
18155 W. Bluemound Road
Brookfield, WI 53045

Register Now for the first meeting of 2019 that will focus on college planning.

Read More

Register Now

Defining Markets Conference 2019

January 30, 2019
2:00 PM CST - 5:15 PM CST

Miller High Life Theatre
500 W. Kilbourn Avenue
Milwaukee, WI 53203

Hosted by UW-Milwaukee | Lubar School of Business

Read More