2022 Financial Planning Symposium

 

October 17, 2022
12:00 PM CDT - 5:00 PM CDT

 

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

FPA of Wisconsin is excited to once again welcome all Wisconsin financial planning and allied professionals to our in person 2022 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 again at the Brookfield Conference Center.  The venue offers free on site parking. 

At 5:15 pm we will host a reception followed by 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.   

Click here for the Symposium Agenda.

For more details visit our Symposium website page

CE Breakdown for the Symposium:
3 hours of WI Insurance & IWI CE credits for Ethics
2 hours of CFP CE credits for Ethics
7 general hours of CFP, WI Insurance & IWI CE credits (2 hours Monday afternoon & 5 hours on Tuesday)

Questions? Contact Thomas Meeker at [email protected] or Brenda Matthias at [email protected].

Tickets

$50.00 Symposium - University Student

$120.00 Ethics - Oct 17 Non-Member Fee
$110.00 Earlybird rate before September 23

$400.00 Symposium - Non-member Fee
$360.00 Earlybird rate before September 23

$100.00 Ethics - October 17, Member Fee
$90.00 Earlybird rate before September 23

$300.00 Symposium - Member Fee
$260.00 Earlybird rate before September 23

$300.00 Symposium - CFA, NAIFA, SFSP & other FPA Chapter Member Fee
$260.00 Earlybird rate before September 23

$100.00 Ethics - October 17, CFA, NAIFA, SFSP & other FPA Chapter Members Fee
$90.00 Earlybird rate before September 23

Future Meetings

2026 Financial Planning Symposium

 

September 29, 2026

 

12:00 PM CDT to 3:30 PM CDT

 

Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com

Join us for the 2026 Financial Planning Symposium!

Register Now View Details ►

 

 

November 10th Virtual Member Meeting

 

November 10, 2026

 

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Virtual Event

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Save the Date for the December Virtual Member Meeting!

 

December 08, 2026

 

12:00 PM CST to 1:00 PM CST

 

Virtual Event

More information to come!

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