**You will be taken to the FPA 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.
The 2020 Financial Planning Symposium will be right at your fingertips! Due to COVID, the Financial Planning Symposium will be held virtually this year. The planning committee has been hard at work to offer first-rate professional educational and informative topics. This year’s Symposium is co-hosted with NAIFA-Wisconsin.
Monday, October 12, 2020
Do you need Ethics training as required by licensing and designation authorities? 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 as the morning keynote speaker covering investing in unprecedented times 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!
Register now to receive the early bird rate
Early Bird Rate ends September 11th
Members - Symposium $100 early bird / $120 regular
Members - Ethics $50 early bird / $60 regular
Non-member – Symposium $130 early bird / $160 regular
Non-member – Ethics $70 early bird / $80 regular
NAIFA-WI, SFSP & other FPA Chapter Member - Symposium $100 early bird / $120 regular
NAIFA-WI, SFSP & other FPA Chapter Member - Ethics $50 early bird / $60 regular
Monday, October 12, 2020
Do you need Ethics training as required by licensing and designation authorities? 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 as the morning keynote speaker covering investing in unprecedented times 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!
Register now to receive the early bird rate
Early Bird Rate ends September 11th
Members - Symposium $100 early bird / $120 regular
Members - Ethics $50 early bird / $60 regular
Non-member – Symposium $130 early bird / $160 regular
Non-member – Ethics $70 early bird / $80 regular
NAIFA-WI, SFSP & other FPA Chapter Member - Symposium $100 early bird / $120 regular
NAIFA-WI, SFSP & other FPA Chapter Member - Ethics $50 early bird / $60 regular
