2014 Financial Planning Symposium Offers Excellent Education and Much More

Once again our Committee of volunteer planners has assembled a group of the country's top financial planning professionals, presenting on current important topics, for your benefit and enjoyment. Register before September 8th for both the Symposium and Ethics (separate registration) and save as much as $100!

Keynote speakers include Bob Veres, author and publisher of Inside Information and  the most dynamic futurist and change agent in the planning profession, and Weston J. Wellington, Vice President at Dimensional Fund Advisors, where he functions primarily as a resource to the financial advisor community. Our lunch keynote is Pat Richter, former UW Athletic Director, and one of the most honored Badger football players in history.

As we have in the past, on the opening evening, October 15th, we will offer a 3 credit CE event providing ethics training.  This year we are pleased to bring back, by popular demand, Dan Candura, CFP^® of The Candura Group, LLC, Braintree, MA.  Dan is guaranteed to bring you ethics that is fun and interesting, and informative at the same time. This will be the only time that FPA of Southern Wisconsin provides you with ethics education for 2014.  Included will be a great hors d' oeuvre buffet and cash bar.

Exhibitor sponsorships are still available. Contact Karen at [email protected] or 414-358-9260 for more information.

Once again, we have planned a time and place where financial planning professionals can engage in advanced learning and networking in a fun atmosphere.

Watch for details on breakout speakers and topics and more. To register, Click Here.