Don't miss the chance to learn from and collaborate with top industry leaders. Join us for on day of professional development and networking. 5 CFP® CE Pending
Join us on Friday, September 26 as we head back to Morningstar in downtown Chicago. This year's event offers sessions that cater to your goals, expertise, and experience level, giving you a comprehensive understanding of current trends and professional development. You'll have the chance to hear from industry-leading speakers and participate in numerous networking opportunities, fostering knowledge sharing and collaboration to enhance your professional network. By attending, you'll leave with practical strategies, insights, and guidance on how to advance your financial planning career.
Speakers:
We have an exciting group of speakers and range of topics for this year's event which we have selected based on feedback from our membership throughout the year. Here's the speakers who will be joining us at CAP 2025:
- Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSA | Lead Financial Planning Nerd, Kitces.com, CPO, Focus Partners Wealth
- Apollo Lupescu | Vice President of Dimensional Fund Advisors
- Wes Madara | Chubb
- Lindsey Markus, J.D. | Estate Planning / Asset Protection Attorney - Shareholder Principal at Chuhak & Tecson, P.C.
- Donovan J. Sanchez, CFP® | University of Illinois at Urbana-Champaign
Questions? Contact Kristin at kprine@onefpa.org
2025 CAP Partners and Sponsors
