Monday, October 12, 2020
Tuesday, October 13, 2020
Monday, October 12, 2020
Join us on Monday morning at 8:45 am as we welcome back Dan Candura, CFP® for a three credit interactive ethics training session.
This will be the only time we will provide CFP and Wisconsin Insurance ethics education for 2020.
Following the Ethics session, we will offer a full afternoon of courses that include diversity and inclusion, protecting clients against financial exploitation, and closing the day with ways to grow your business.
Tuesday, October 13, 2020
Tuesday’s sessions will feature Joe Cortese from DiMeo Schneider & Associates covering investing in unprecedented times as the morning keynote speaker and Carolyn McClanahan as the afternoon keynote speaker who will be covering how coronavirus affects financial planning.
Additional topics that will be offered on Tuesday include fixed income investing, the SECURE Act, and Indexed Universal Life.
All of the sessions will be submitted for CFP, WI Insurance, and Investments & Wealth Institute CE credits.
Our goal is to offer an opportunity to earn up to 11.5 CE credits.
To view the full agenda click here!
Members - Symposium $120
Members - Ethics $60
Non-member – Symposium $160
Non-member – Ethics $80
NAIFA-WI, SFSP & other FPA Chapter Member - Symposium $120
NAIFA-WI, SFSP & other FPA Chapter Member - Ethics $60
Join us on Monday morning at 8:45 am as we welcome back Dan Candura, CFP® for a three credit interactive ethics training session.
This will be the only time we will provide CFP and Wisconsin Insurance ethics education for 2020.
Following the Ethics session, we will offer a full afternoon of courses that include diversity and inclusion, protecting clients against financial exploitation, and closing the day with ways to grow your business.
Tuesday, October 13, 2020
Tuesday’s sessions will feature Joe Cortese from DiMeo Schneider & Associates covering investing in unprecedented times as the morning keynote speaker and Carolyn McClanahan as the afternoon keynote speaker who will be covering how coronavirus affects financial planning.
Additional topics that will be offered on Tuesday include fixed income investing, the SECURE Act, and Indexed Universal Life.
All of the sessions will be submitted for CFP, WI Insurance, and Investments & Wealth Institute CE credits.
Our goal is to offer an opportunity to earn up to 11.5 CE credits.
To view the full agenda click here!
Members - Symposium $120
Members - Ethics $60
Non-member – Symposium $160
Non-member – Ethics $80
NAIFA-WI, SFSP & other FPA Chapter Member - Symposium $120
NAIFA-WI, SFSP & other FPA Chapter Member - Ethics $60
**You will be taken to the FPA Wisconsin website where you will register as a NAIFA-Member.
When registering if you do not have a CFP or WI Insurance NPN Number, please enter N/A.
All cancellations, substitutions or transfers of Symposium Registration must be made in writing.
Refunds will be issued if written cancellation is received by Wednesday October 7th. No refunds will be issued after October 7th.
When registering if you do not have a CFP or WI Insurance NPN Number, please enter N/A.
All cancellations, substitutions or transfers of Symposium Registration must be made in writing.
Refunds will be issued if written cancellation is received by Wednesday October 7th. No refunds will be issued after October 7th.
