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.

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.

Register Now!

Symposium -
Member – $350 | Early Bird until 8/10 - $300
Non-Member - $450 | Early Bird until 8/10 - $400
CFA, NAIFA, SFSP - $400 | Early Bird until 8/10 - $350
University Student attending WI University - $80  

Golf – 
18 Holes - $50

Coffee Pontoon Ride - $25

Hotel Information 
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. 

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
3:20 - 3:30 pm  Break | Exhibits | Networking
3:30 - 4:20 pm

The 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

TBD
or
Youth Breakout: Building Expertise: Designations, Niches, and Serving the Right Clients (NO CE)
5:30 - 8:00 pm Reception 

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 Breakout Sessions | TBD
12:30 - 1:15 pm Lunch
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