Financial Planning Symposium

Tuesday, September 29, 2026 - Wednesday, September 30, 2026

The Osthoff Resort
101 Osthoff Ave, Elkhart Lake, WI 53020

We want to thank our FPA of Wisconsin Partners who helped make this event possible.

Conference Adit


We have scheduled 18 holes of golf beginning at 8:00 am at Quit Qui Oc Golf Course and also have a Coffee Pontoon Boat ride starting at 10:00am. 

Golf and Coffee Pontoon Ride will take place prior to Tuesday's educational sessions.

Symposium -
Member – $300 
Non-Member - $400 
CFA, NAIFA, SFSP - $350 
University Student attending WI University - $80  

Golf – 
18 Holes - $50

Coffee Pontoon Ride - $25

Hotel Rooms: Rooms are available at the discounted rate of $179 + tax per night. To reserve call 1-800-876-3399 and mention the FPA of WI group to receive the discounted rate. Rate is valid while availability lasts.

Earn up to 7 CFP® credits and 8 Wisconsin Insurance credits. 

Tuesday, September 29th

8:00 - 12:00pm Golf Outing - Quit Qui Oc Golf Course
Coffee Pontoon Boat Ride
12:00 - 12:45 pm Check-In | Exhibits | Lunch
12:45 - 2:15 pm Practice Management Roundtable Talks: Collaborate with Your Fellow FPA Members (NO CE)
Topics include: Marketing, Practice Management, Technology/AI, Scaling Your Practice, Behavioral Advice, Crisis Management 
2:15 - 2:30 pm Break | Exhibits
2:30 - 3:20 pm Future-Ready Practices: Growth Strategies for Advisors 
Chuck Orban - Edward Jones (NO CFP CE)
3:20 - 3:30 pm  Break | Exhibits | Networking
3:30 - 4:20 pm

Hidden Risks and Potential Rewards of Private Real Estate Investing 
Shawn Swenson & Pat Carroll - Investors Associated
OR
Youth Breakout: One Career, Many Paths: How Firm Size Shapes the Advisor Experience (NO CE)
4:20 - 4:40 pm Break | Exhibits | Networking
4:40 - 5:30 pm

Strengthening Relationships with Spouses, Women & Next-Generation Heirs: The Key Decision-Makers Behind Today's Great Wealth Transfer 
Alisa Kolodizner - Prairie Hill Holdings 
OR 
Youth Breakout: Building Expertise: Designations, Niches, and Serving the Right Clients (NO CE)
5:30 - 8:00 pm Reception (Sponsored by John Hancock Investments)

Wednesday, September 30th

7:45 - 8:30 am Check-In | Continental Breakfast | Exhibits
8:30 - 8:45 am  Welcome | Announcements | Partner Introductions
8:45 - 9:45 am Influence, Decision-Making, and the Fiduciary Advisor: A Behavioral Framework for Client Conversion
Evan Beach - Exit 59 Advisory
9:45 - 10:00 am Break
10:00 - 10:55 am Unlocking Generosity Through Non-Cash Giving Conversations
Jeff Waldron - National Christian Foundation
10:55 - 11:10 am FPA WI Business & Announcements
11:10 - 11:30 am Partner Introductions
11:30 - 11:40 am Break | Exhibits | Networking
11:40 - 12:30 pm

Macro Insights - Fixed Income & Equity Outlook
Anmol Sinha & David Morrison - Capital Group

OR

Preparing People, Not Just Assets: Conversations That Matter
During the Great Wealth Transfer
Lori Coonen - Genacy Group
12:30 - 1:15 pm Lunch (Sponsored by Pacific Life Advisory)
1:15 - 2:10 pm  Social Security - Making Informed Decisions
Daniel Hurley - Social Security Informed
2:10 - 2:25 pm Break | Exhibits | Networking
2:25 - 3:15 pm Collaborative Learning Event: Helping Your Clients Prepare & Receive an Inheritance
Mike Smith - Horizon Financial, a Simplicity Company
3:15 pm Closing Remarks & Adjourn