FPA of Wisconsin welcomes all Wisconsin financial planning and allied professionals to our 2016 Financial Planning Symposium. "Creating Opportunity for Living the American Dream" is our theme this year, promising first-rate professional education along with great exhibitors and optimal networking for your benefit and enjoyment.

All planned events will take place on the beautiful grounds of the Osthoff Resort in Elkhart Lake, a luxurious location that includes impressive accommodations and amenities. 

Monday, October 17, 2016
Do you need Ethics training as required by licensing and designation authorities?  On Monday afternoon at 3:30 pm we will offer a 2 credit CE event providing Ethics training.  Thomas Gaertner, CFP® of MPC Advisors, LLC will present Ethics in A Box.  This will be the only time we will provide ethics education for 2016. 

At 5:30 pm join us for a reception and substantial hors d' oeuvres, followed by the Pints ‘n’ Planning Trivia Night with Alan the Scottish DJ.  Don’t miss the outstanding opportunity to socialize and enjoy a casual conversation with your fellow colleagues.

Prior to the Ethics presentation, come and relax by participating in the flower design basics class starting at 1:30 pm.  We have also scheduled a 12:30 pm tee time at the nearby Quit Qui Oc Golf course for those of you who want to golf 9 holes before the end of the golfing season.    

Attendees may also take advantage of a 20% discount on the spa services offered at the onsite Aspira Spa.  For a complete list of spa services – click here!  Contact Aspira Spa directly to book your service.

Tuesday, October 18, 2016
Natalie Choate, Of Counsel with Nutter McClennen & Fish, America’s leading author and speaker on estate and distribution planning for retirement benefits will be our opening keynote presenter.  Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.  She will present “The 203 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”.  Natalie has graciously agreed to present a breakout session in addition to her keynote presentation. 

Representative Scott Krug and Senator Ron Johnson will be our lunch keynote speakers.  Rep Krug will spotlight the urgent need for financial literacy in our Wisconsin schools.  Senator Johnson will discuss the fiduciary standard and the challenges small business face. 

Breakout topics include Planning for Retirement Benefits, Health Insurance Planning for Individuals and Small Business, Reverse Mortgage, Understanding Medicare Benefits, An Economic & Capital Markets Overview, Estate Planning for Digital Assets, Tax Strategies for Financial Advisors, The Role of Financial Planners with Clients Confronting Diminished Capacity, and Strategic Charitable Planning. 

We will close out the day with a panel discussion on Strategic Financial Planning Upon a Divorce: What to Do When Your Client is Getting Divorced. 

For a complete list of events – click here!

Questions?  Call Shannon Nook at 262-785-1377.