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
 Directions

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.

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

$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

March New Member Breakfast

March 13, 2019
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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CFA Society Milwaukee March Event

March 13, 2019
12:00 PM CDT - 1:15 PM CDT

University Club
924 East Wells Street
Milwaukee, WI 53202
https://www.uclubmke.com/

Money, Happiness, and the Future of the Wealth Management

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May Member Meeting

May 07, 2019
8:30 AM CDT - 1:15 PM CDT

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

Member meeting in the Fox Valley Area

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Do 1 Thing Volunteer Orientation

May 16, 2019
8:30 AM CDT - 11:00 AM CDT

Waukesha State Bank
18300 W. Capitol Drive
Brookfield, WI 53045

We are looking for volunteers - learn more by attending this meeting!

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Register Now

Collaborative Learning Event

May 21, 2019
2:30 PM CDT - 4:30 PM CDT

Walny Legal Group Office
250 E. Wisconsin Avenue
Milwaukee, WI 53202

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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Free CE Day

July 17, 2019
8:00 AM CDT - 4:00 PM CDT

The Legend at Brandybrook
1 Legend Way
Wales, WI 53183

Mark your calendars now - more details will be available this spring.

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Fox Valley Free CE Afternoon

July 18, 2019
12:45 PM CDT - 5:00 PM CDT

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

Our Second Free CE event in the Fox Valley

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September New Member Breakfast

September 05, 2019
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 Member Meeting

September 17, 2019
8:30 AM CDT - 1:15 PM CDT

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

Mark your calendars now - more details will be available this summer.

Read More

Collaborative Learning Event

September 24, 2019
2:30 PM CDT - 4:30 PM CDT

Walny Legal Group Office
250 E. Wisconsin Avenue
Milwaukee, WI 53202

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

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2019 Financial Planning Symposium Save the Date

October 28, 2019 12:30 PM CDT to October 29, 2019 4:30 PM CDT

Potawatomi Hotel & Casino
1611 West Canal Street
Milwaukee, WI 53233
https://www.paysbig.com/

Mark your calendars now - more details will be available this spring.

Read More

November New Member Breakfast

November 20, 2019
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