2012 Financial Plannng Symposium

 

November 09, 2012
7:30 AM CST - 5:00 PM CST

 

Country Springs Hotel & Conference Center
2810 Golf Road
Pewaukee, WI 53072
http://www.countryspringshotel.com
Directions

Once again our group of volunteer planners has assembled a group of the country's top financial planning professionals, speaking on current important topics, for your benefit and enjoyment. Register before October 1st and save as much as $70!

Ross Levin of Accredited Investors, Inc. will be our morning and closing speaker. At lunch, be prepared to be inspired by former NFL and UW football player Cecil Martin.

Breakout topics include Working with Non-Traditional Families, Medicare, Social Security, Current Tax Issues, Estate Planning for Second Marriages and Increasing Your iPad IQ.

"Ethics in Action" will be offered the evening before -- see separate program description and registration. http://fpasw.org/meetinginfo.php?id=31&ts=1344462044

A complete agenda is attached. Watch your mail and e-mail for a detailed brochure.

 

Tickets

$329.00 Member Fee
$259.00 Earlybird rate before October 1

$369.00 Non-Member Fee
$299.00 Earlybird rate before October 1

$329.00 Member Fee for CFA, NAIFA, SFSP and other FPA Chapter Members
$259.00 Earlybird rate before October 1


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

 

12:00 PM CST to 1:15 PM CST

 

Virtual Event

What I've Learned Teaching Advisors to Use AI (and Where Most Get Stuck)

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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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