2013 Financial Planning Symposium -- Ethics & Reception

 

October 14, 2013
5:00 PM CDT - 8:30 PM CDT

 

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

Rick Adkins, CFP®  is President and CEO of the Arkansas Financial Group  and has been a favorite presenter of Ethics education across the country and here in Wisconsin. Rick served on the Board of Governors of the Certified Planner Board of Standards from 2000 to 2004, serving as Chair in 2003. He previously served on the CFP Board's Board of Practice Standards, serving as Chair during 2000.

Join us at 5:00 pm for great networking and a light supper with a cash bar. The course begins at 5:30 pm. Approved for 3 CFP CE  -- we've applied for Wisconsin Insurance CE and CLE.  This is a great way to begin a great Financial Planning Symposium, and a chance to reconnect with old friends and new colleagues.

To register, go to the Events tab on our website at www.fpasw.org -- this event is the opening event for FPA-SW's Annual Financial Planning Symposium.

Tickets

$109.00 Member Fee
$79.00 Earlybird rate before September 15

$109.00 Member Fee for CFA, NAIFA, SFSP and other FPA Chapter Members
$79.00 Earlybird rate before September 15

$129.00 Non-Member Fee
$99.00 Earlybird rate before September 15

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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!

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