2023 Financial Planning Symposium - October 16 & 17

 

October 16, 2023
12:30 PM CDT - 4:30 PM CDT

 

Grand Geneva Resort & Spa
7036 Grand Geneva Way
Lake Geneva, WI 53147
Directions

FPA of Wisconsin is excited to welcome all Wisconsin financial planning and allied professionals to our 2023 Financial Planning Symposium - October 16 & October 17. We are excited to be hosting this year’s Symposium at the Grand Geneva Resort and Spa in Lake Geneva.  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.  

To kick off this year’s Symposium we have scheduled a 9:00 am tee time at the Grand Geneva’s Brute Golf course for those who would prefer to golf 9 holes before the end of the golfing season and before the Ethics session begins.   

The venue offers free onsite parking.  A limited number of Campus Run of House hotel rooms are available at a discounted rate of $129 per night.  To reserve a room, book online or call (262) 248-8811 by September 15th.   

For more details visit our Symposium website page.   

 All sessions will be submitted for CFP, WI Insurance and IWI continuing education credits. 

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

Tickets

$100.00 Member - Ethics

$150.00 Non-Member Ethics

$350.00 Member - Symposium
$300.00 Earlybird rate before September 1

$450.00 Non-Member Symposium
$400.00 Earlybird rate before September 1

$400.00 CFA, NAIFA, SFSP - Symposium
$350.00 Earlybird rate before September 1

$60.00 University Student attending WI University

$30.00 Member - Golf

$50.00 Non-Member - Golf

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2026 Financial Planning Symposium

 

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12:00 PM CDT to 3:30 PM CDT

 

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

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