2026 Financial Planning Symposium

Join us in Elkhart Lake for 2026 Financial Planning Symposium

FPA of Wisconsin is excited to welcome all Wisconsin financial planning and allied professionals to our 2026 Financial Planning Symposium. We are excited to be hosting this year’s Symposium at the Osthoff Resort in Elkhart Lake.

This event is designed for financial advisors and their support teams to come together, share best practices, and discover ways to enhance your practice management from other like-minded advisors and support staff. From investment management strategies to understanding the massive wealth transfer underway, financial planning tools, etc. you’ll walk away with practical tips and solutions to level up your practice.

All sessions will be submitted for CFP Board and WI Insurance except where noted on the agenda. 

A limited number of hotel rooms are available at a discounted rate of $179 + tax per night. To reserve a room - book online or call 1-800-876-3399 by August 31st. If calling to make a reservation, tell them you are with the FPA of WI group to receive the discounted rate. 

Questions? Contact Mike Smith at [email protected] or Brenda Matthias at [email protected].

Register Now!