In-person event

2021 Financial Planning Symposium - FPA of Wisconsin

-
Brookfield Conference Center

FPA of Wisconsin is excited to once again welcome all Wisconsin financial planning and allied professionals to our in person 2021 Financial Planning Symposium. The planning committee has been hard at work to offer first-rate professional education along with great exhibitors and networking for your benefit and enjoyment. 

This year's Symposium will be held at the Brookfield Conference Center.  The venue offers free on site parking. 

Monday, October 18, 2021
Do you need Ethics training as required by licensing and designation authorities?  Join us on Monday afternoon at 12:30 pm as we welcome Melissa Kemp, CFP® for a three credit interactive ethics training session. This will be the only time we will provide CFP and Wisconsin Insurance ethics education for 2021.  Note there is a separate charge for the Ethics session.

Following the Ethics session, Steve Sanduski, CFP®, the founder of Belay Advisor, the CEO of ROL Advisor, business coach, New York Times bestselling author, and host of the Between Now and Success podcast will share coaching techniques to enhance advisor-client interpersonal communication. 

At 5:30 pm we will host a reception and social event.  More details to follow. 

Tuesday, October 19, 2021
The Symposium will feature various speakers including David Lebovitz with J.P. Morgan as the morning keynote speaker, motivational speaker and coach Aaron Hunnel as the luncheon speaker, and Jamie Hopkins, CFP® with Carson Group as the afternoon keynote speaker.  In addition, there will be a Collaborative Learning Event, and multiple breakout sessions that include but not limited to divorce, low correlation investments, and state of the pension industry to provide several additional opportunities for CE Credit.  

For more details visit our Symposium website page

Questions? Contact Thomas Meeker at symposium@fpawi.org or Brenda Matthias at info@fpawi.org.

Topic
Ethics
General Financial Planning Principles
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career