From the President

Dear FPA of WI or should I say “dear gentle reader” (Lady Whistledown I am not),

I hope all finds you well. As the summer solstice has come and gone, we look to enjoy what we have remaining of this warm summer weather. I wanted to first welcome our newest members listed below, thank you for being a part of the FPA of WI community.

FPA of WI has a ton in store for you as we close out the year. Right around the corner we have a super popular free CE day next week Wednesday July 24^th. Registration is still available via the link below.

Our BIGGEST event of the year (Fall Symposium) is coming up in October.  The symposium committee has put together a very attractive agenda for our time in Blue Harbor. Please consider taking the time to join us for the all the great content, camaraderie, and networking (and of course CE). As the polka King, Gus Polinski, would say… very big in Sheboygan!

The board at FPA of WI is starting to get to work on 2025. Our goal is to bring timely and relevant content that would be beneficial to you and your clients. As always, we need your input and involvement. Please let us know what you need, the financial planning business continues to change and evolve. With that said, we are also looking for  new members. Please consider inviting a guest to one of our many events. Finally, for those who are passionate about the impact of our industry and how we can help other… please reach out to the board about getting more involved on either the board itself or one of several committees.

To close, big shout to all of our sponsors. Take some time to check them out and see how they can be of service. We could not do this without them.

All the best,
Luke Kraft, CFP®, AIF®, CAIA
President 

Register for the Financial Planning Symposium

Join Us in Sheboygan for the 2024 Financial Planning Symposium

FPA of Wisconsin is excited to welcome all Wisconsin financial planning and allied professionals to our 2024 Financial Planning Symposium. This year's event will be hosted at the beautiful Blue Harbor Resort & Conference Center in Sheboygan.

Event Details

Dates:
Monday, October 7, 2024
Tuesday, October 8, 2024

Location:
Blue Harbor Resort & Conference Center, Sheboygan, WI

Monday, October 7, 2024

Tuesday, October 8, 2024

We look forward to seeing you in Sheboygan for a stimulating and enriching experience at the 2024 Financial Planning Symposium!

Welcome New Members

Gunnar Crowell - American Heart Association
Amanda Ignasiak, CFP® - Baird
Thomas Koss, CFP® - Koss Wealth Advisors
Michael Myers - Schmocker Financial
Andrew Polzin, CFP® - Behl Wealth Management
Raghunathan Rajagopalan, CFP® - Northwestern Mutal 
Evan Salentine - Keil Financial Partners

Calendar of Events

Free CE Day - 
July 24th - Westmoor Country Club - Brookfield - Register Now

Financial Planning Symposium -
October 7th & 8th - Blue Harbor Resort and Spa - Register Now 

New Member Breakfast – 
September 13th - Mimosa - Register Now

For more information on each event visit the Events Page.  

Thank You to Our Partners

FPA WI Partners make it possible for us to offer many of our programs along with community outreach.  Please support them as they support the FPA of Wisconsin.

Gold Partner
Investors Associated, LLP
Prairie Trust

Silver Partners
American Funds
Cliffwater
CPS Horizon Financial
CTaccess, Inc.
Edvest
Fidelity Investment
Natixis Investment Managers
Vesta Senior Network
Vizance

Bronze Partner
Artisan Partners 
CION Investment
von Briesen & Roper, s.c.

Did you know...

FPA Wisconsin Job Listing - 
FPA of Wisconsin offers Job Postings on our website. Companies seeking financial professionals may post a job announcement for $50. The posting will remain on the website for up to 90 days. We will also send an e-mail to our database of over 1300 financial professionals.  To view a list of the current job postings - click here!

Collaborative WIM
Collaborative WIM on the Same Page: Live Q&A with the Author - Moneyzen: The Secret to Finding Your "Enough" Featuring Manisha Thakor.  September 19th - Virtual Event - Register Now

Journal of Financial Planning
Did you know that FPA Members can earn CE credit through the Journal at NO CHARGE?

FPA 2024 Events

FPA NexGen Gathering 2024: Registration for the FPA NexGen Gathering in Phoenix on August 20-22.  To register - click here. 

FPA Annual Conference 2024: September 18-20 – Columbus, Ohio  The FPA Annual Conference brings together financial planners, thought leaders, service providers, and allied professionals. And, as the largest annual gathering of CFP® professionals, you'll be surrounded by the very best in the business—all under one roof. For more information and to register – click here.

Current Board Members

President - Luke Kraft, CFP®, AIF®,CAIA
President Elect - Shannon Nook, FPQP ^_TM
Treasurer - Greg Nebel, CFP®
Secretary - Josh Strzelecki, CRPC, APMA
Chairman - Nick Ziarek, CFA, CFP®
Membership Director - Bethany Canfield 
NexGen Director - Ryan Rink, CFP®, EA, CLTC®, ChFC®
Partner Director - Doug Gjerde, CFP®
Program Director Co Director - Mike Smith, LUTCF, CLTC, LACP
Program Director Co Director - Deanne Phillips, CFP®, CDFA®
Career Development Director - Tyler McConville, CFP®
Pro Bono Co Director - Preston Cherry, Ph. D., CFP®
Pro Bono Co Director - Sarah Knudson, CFP®
Public Relations Director - Anthony Stich
Director - Steve Boylan 

Social Media

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