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I hope you are enjoying the final weeks of summer! While the grass may be showing signs of the season, the cooler temperatures and beautiful days have certainly been welcome.
As we move into the second half of the year, I would like to revisit the heart of who we are as the FPA of Wisconsin and the purpose that guides our work together:
P.L.A.N.S. Practice • Learning • Advocacy • Networking• Support
This quarter, we are highlighting one of our core missions: Support.
Your FPA of Wisconsin Board remains committed to helping you build meaningful connections with a professional community that understands the unique opportunities and challenges across the wide financial industry landscape. Together with the support of our valued Partners, we continue to create resources, programs, and experiences that enhance your membership and reinforce the value of belonging to a community dedicated to your success.
Support in Action
While your non-profit Board meets throughout the year, August marks our annual strategic planning session. During this important meeting, Board members collaborate to identify innovative ideas, opportunities, and initiatives that will strengthen the member experience and help shape our vision for 2027. Your feedback, engagement, and involvement play a critical role in ensuring we continue to deliver meaningful value to our members. Please reach out email me with any comments, concerns, or interest in volunteering for a talented group on a great mission to support our FPA of WI members!
Upcoming Events – Mark Your Calendar!
Do not miss this year's September 29th & 30th 2026 Financial Planning Symposium-Registration is OPEN stay with us at the Osthoff Resort in Elkhart Lake. Book online or call 1-800-876-3399 by August 31st.
Set against Wisconsin's beautiful backdrop of fall trees, it is the perfect opportunity to connect with fellow professionals, gain valuable industry insights, and discover ideas that will make us all better practitioners. In addition to excellent educational programming, attendees can enjoy networking opportunities, social happy hour, golf, and even a relaxing pontoon coffee ride.
Year-End Virtual Member Meetings
We heard your feedback that year-end schedules can be especially busy, and we are responding by offering our final two member meetings virtually:
- November 10, 2026 | 12:00 – 1:00 PM
- December 8, 2026 | 12:00 – 1:00 PM
We will share additional details and registration information soon.
Thank you for your continued support of FPA of Wisconsin. I look forward to connecting with you at our upcoming events while continuing to strengthen our vibrant professional community together.
Warm regards,
Shannon Nook, FPQP™
President, FPA of Wisconsin
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