In-person event

FPA of Greater Kansas City 2023 Symposium

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Embassy Suites - Olathe
Register
Date
 -
All Day
Location
Embassy Suites
10401 S Ridgeview Rd
Olathe, KS 66061
UNITED STATES
Registration fees
Before July 15 After August 8
Member $179 $199
Non Member $279 $299
Full Time Student $99 $99
VIP Luncheon with Jeff Levine and Thomas Hoenig benefiting the FPAGKC Scholarship Program $75 (limited to first 12)
Registration includes Super CE (optional), continuing education, continental breakfast, lunch, breaks and happy hour
Affiliated chapters
FPA of Greater Kansas City

The FPA of Greater Kansas City Third Annual Symposium will take place on August 29, 2023 at the Embassy Suites Conference Center in Olathe. We are planning a day filled with industry networking, professional development, continuing education and skill building, all while supporting and promoting the great profession of financial planning. We are pleased to welcome Thomas Hoenig and Jeffrey Levine as the Keynote Speakers. Hoening and Levine will speak during a one-hour general sessions as well as a limited-ticketed VIP luncheon. There will be breakout sessions throughout the day in three tracks; General Financial Planning, Advanced Planning, and Practice Leadership.

DOWNLOAD THE FULL AGENDA BELOW

THANK YOU SPONSORS AND EXHIBITORS

“Super CE” Event
YOU MUST BE REGISTERED FOR THE SYMPOSIUM TO ATTEND
You also need to complete the separate Super CE registration below. 

Modern Retirement Plans and Ethical Practices

Sponsored by:

 

Tuesday, August 29th, 2023
7:15 am – 8:15 am 

Location: Embassy Suites

10401 S Ridgeview Rd

Olathe, KS 66061

 Hosted by: John Robertson, CLU CPFA | Regional Vice President | John Hancock Retirement Plan Services

Click Here to Register  

You must register no later than 2:00pm (Eastern Time) on or before August 27, 2023.
If your registration is not received by the cutoff date, you will not be permitted to take the exam.

*Electronic Exam: The link to the electronic exam will be provided at the end of the live webinar. Exam will be accessible between August 29th, 2023, to September 4th, 2023. Pass/Fail will be displayed immediately upon completion. (Unlimited retakes available) 

*STATE INSURANCE CREDIT

Prerequisite – Attendee must:

  • Download the Self-Study/Correspondence course material
  • Read and review the Self-Study/Correspondence course material prior to the examination date
  • Earn a passing grade of 70% or higher on the administered examination

Credits approved are based upon the number of hours required to read and review the Self-Study/Correspondence course material prior to the registered examination date.

**CFP/IWI

Prerequisite – Attendee must:

  • Download the Self-Study/Correspondence course material
  • Complete a minimum of 10 Self-Study hours of the course material prior to the examination date
  • Earn a passing grade of 70% or higher on the administered examination

CFP: 10 CE Credits (No CFP Ethics)

IWI (CIMA, CPWA, RMA): 10 CE Credits