2024 Financial Planning Symposium
October 07, 2024
12:00 PM CDT - 4:00 PM CDT
Blue Harbor Resort and Spa
725 Blue Harbor Drive
Sheboygan, WI 53081
http://blueharborresort.com
Directions
Join us in Sheboygan for 2024 Financial Planning Symposium
FPA of Wisconsin is excited to welcome all Wisconsin financial planning and allied professionals to our 2024 Financial Planning Symposium. We are excited to be hosting this year’s Symposium at the Blue Harbor Resort & Conference Center in Sheboygan.
Monday, October 7, 2024
→ 9 or 18 holes of golf – Sheboygan Town & Country Golf Course (W1943 County Road J, Sheboygan). Tee times will begin at 8:30 am
→ Ethics - 2 hours of CFP, Wisconsin Insurance & IWI Ethics CE / additional hour of Wisconsin Insurance & IWI Ethics CE – Dennis Markway
→ Breakout Sessions – covering Wisconsin Trust Code Trailer Bill - What's New? or what you would tell your 25-year-old self
→ The AI for the Human Side of Financial Advice – Susan Bradley – Sudden Money Institute
→ Monday Evening – Reception, Networking, Music Bingo, Bonfire
Tuesday, October 8, 2024
→ Headlining Morning Sessions
· Macroeconomics & Markets in an Election Year with Brian Jacobsen – Annex Wealth Management
· Beyond Bias: Exploring the Human Experience on Money – Brian Portnoy – Shaping Wealth
→ Breakout Sessions
- Marketing Your Firm
- Navigating Complexities in Modern Mortgage Lending
- Annuities - The Good the Bad & the Ugly
- Buy-Sell Planning After the Connelly Case Decision
→ Collaborative Learning Event – How to Help a Client with a Special Needs Child
→ Closing Session – Direct Indexing – Ben Hammer – Vanguard & Zach Ullrich – First Trust
Click here to view full agenda
All sessions will be submitted for CFP, WI Insurance and IWI continuing education credits except where noted on the agenda.
Questions? Contact Brenda Matthias at [email protected].
Click Here to Learn More & Register Now
Tickets
$100.00 Member - Ethics
$150.00 Non-Member Ethics
$350.00 Member - Symposium
$300.00 Earlybird rate before September 23
$450.00 Non-Member - Symposium
$400.00 Earlybird rate before September 23
$400.00 CFA, NAIFA, SFSP - Symposium
$350.00 Earlybird rate before September 23
$80.00 University Student attending WI University - Symposium
$25.00 Golf - 9 Holes
$40.00 Golf - 18 Holes
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101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com
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