2020 Financial Planning Symposium

 

October 12, 2020
8:45 AM CDT - 4:00 PM CDT
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Virtual Event


Directions

The 2020 Financial Planning Symposium will be right at your fingertips!  Due to COVID, the Financial Planning Symposium will be held virtually this year.  The planning committee has been hard at work to offer first-rate professional educational and informative topics. 

Schedule - 
Monday, October 12th - 8:45 am - 4:00 pm
Tuesday, October 13th - 8:15 am - 4:00 pm

For more information please visit the Symposium Page.

Tickets

$60.00 Ethics - October 12, Member Fee
$50.00 Earlybird rate before September 30

$80.00 Ethics - October 12, Non-Member Fee
$70.00 Earlybird rate before September 30

$60.00 Ethics - October 12, CFA, NAIFA, SFSP & other FPA Chapter Member Fee
$50.00 Earlybird rate before September 30

$120.00 Symposium - Member Fee
$100.00 Earlybird rate before September 30

$160.00 Symposium - Non-member Fee
$130.00 Earlybird rate before September 30

$120.00 Symposium - CFA, NAIFA, SFSP & other FPA Chapter Member Fee
$100.00 Earlybird rate before September 30

$120.00 Symposium - Member Fee
$100.00 Earlybird rate before September 30

Future Meetings

Collaborative Learning Event- Advising Clients with Diminishing Capacity and Long-Term Care Concerns

 

February 10, 2021

 

3:00 PM CST to 4:30 PM CST

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

Register Now View Details ▶

 

 

February 23rd Member Meeting

 

February 23, 2021

 

8:55 AM CST to 12:00 PM CST

 

Virtual Event

First Member Meeting of the Year!

Register Now View Details ▶

 

 

New Member Breakfast

 

March 11, 2021

 

8:00 AM CST to 8:30 AM CST

 

Virtual Event

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

View Details ▶

 

 

Collaborative Learning Event

 

April 21, 2021

 

3:00 PM CDT to 4:30 PM CDT

 

Virtual Event

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

View Details ▶

 

 

May 4th Member Meeting

 

May 04, 2021

 

9:00 AM CDT to 12:00 PM CDT

 

Virtual Event

Save the date for the May 4th Member Meeting.

View Details ▶

 

 

New Member Breakfast

 

May 06, 2021

 

8:00 AM CDT to 8:30 AM CDT

 

Virtual Event

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

View Details ▶

 

 

Free CE Day

 

July 21, 2021

 

8:30 AM CDT to 4:00 PM CDT

 

To Be Determined

Save the Date!

View Details ▶

 

 

Free CE Afternoon

 

July 22, 2021

 

1:00 PM CDT to 5:00 PM CDT

 

To Be Determined

Save the Date!

View Details ▶

 

 

New Member Breakfast

 

August 06, 2021

 

8:00 AM CDT to 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!

View Details ▶

 

 

Collaborative Learning Event

 

August 18, 2021

 

2:30 PM CDT to 4:30 PM CDT

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

View Details ▶

 

 

September 21st Member Meeting

 

September 21, 2021

 

8:30 AM CDT to 1:15 PM CDT

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Save the date for our September Member Meeting.

View Details ▶

 

 

2021 Financial Planning Symposium

 

October 18, 2021

 

9:00 AM CDT to 4:30 PM CDT

 

Brookfield Conference Center
325 South Moorland Road
Brookfield, WI 53005
https://www.brookfieldconferencecenter.com/

We look forward to seeing all attendees at the Symposium.

View Details ▶

 

 

Collaborative Learning Event

 

November 10, 2021

 

2:30 PM CST to 4:30 PM CST

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Hosted by FPA WI, NAIFA WI, SFSP, CFLCW

View Details ▶

 

 

New Member Breakfast

 

November 18, 2021

 

8:00 AM CST to 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!

View Details ▶

 

 

December 14th Member Meeting

 

December 14, 2021

 

1:00 PM CST to 5:00 PM CST

 

Westmoor Country Club
400 S Moorland Road
Brookfield, WI 53005
http://www.westmoor.org/

Last Member Meeting of the Year.

View Details ▶