About
Reviews
Community
Conference for Advanced Planning 2023
22
Sep
-
22
Sep
2023
When
Chicago
USA
Where

The FPA of Illinois Annual Conference for Advanced Planning (CAP) is an exceptional event that has been the highlight of our chapter for over 16 years. Designed to bring together professionals in the financial planning profession, this premier conference offers a unique platform for engaging education and networking.

Whether you choose to attend in person at the prestigious Morningstar Headquarters in the heart of the Chicago Loop or virtually from the comfort of your own location, the conference promises a day filled with valuable insights and thought-provoking discussions.

At CAP 2023, we have curated a lineup of nationally acclaimed, leading speakers who are experts in various disciplines of financial planning and practice management. These influential thought leaders will delve into timely topics, providing you with the latest industry trends, strategies, and best practices.

No matter where you are in your career or how you practice, this conference is tailored to meet your needs. With stimulating content and sessions that are relevant to a diverse range of professionals, you will gain actionable knowledge and fresh perspectives to enhance your financial planning expertise.

One of the key highlights of the event is the opportunity to connect and engage with your peers. By fostering a collaborative environment, we encourage meaningful discussions and the exchange of ideas among attendees, enabling you to build lasting relationships within the financial planning community.

In addition to the exceptional educational and networking opportunities, we have also partnered with prominent corporate sponsors who will be showcasing their innovative products and services. This allows you to stay informed about the latest industry solutions and explore potential partnerships that can elevate your practice.

By attending the FPA of Illinois Annual Conference for Advanced Planning, you will be at the forefront of the financial planning profession's most important conversations. Join us as we learn from the top minds in the field, share experiences, and collectively shape the future of financial planning.

Don't miss this remarkable opportunity to be part of a transformative event that will leave a lasting impact on your professional growth. Register now and secure your place at CAP 2023, where knowledge, networking, and inspiration converge.

Why Attend

Conference for Advanced Planning 2023

Unlock the future of financial planning.

Grow

Learn from top minds, interact with your peers and corporate partners as they gather for the most important conversations in the financial planning industry.

Experience

Immerse yourself in a dynamic environment where you can connect with industry leaders, top advisors, and deepen your knowledge of financial planning.

Be inspired

Gain inspiration from visionary keynote speakers who have made a significant impact in the financial planning industry.

Similar Events

You May Like

Event

Financial Planning Association (FPA)
0/5
(0)

The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning and certificate programs, signature events, and profession-leading publications like the Journal of Financial Planning, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning.

22 - 22 Sep 2023
Hybrid

Speakers and Delegates
Industry Experts and Thought Leaders

Christine Benz
Director of Personal Finance
Dr. Preston D. Cherry
Director of Charles Schwab Foundation Center for Financial Wellness at UW-Green Bay
Barbara Kay
President
Jeffrey Levine
Chief Planning Officer
Apollo Lupescu
Vice President
Monica Rhee
Pacific Life

Sponsors and Exhibitors
Brand, Media and Promotional Partners

Allianz Life

"Allianz Life Insurance Company of North America (Allianz Life®) has been keeping its promises since 1896.

"Allianz Life Insurance Company of North America (Allianz Life®) has been keeping its promises since 1896.

Harbor Capital Advisors, Inc.

Harbor Capital Advisors, Inc., is dedicated to helping clients achieve investment objectives through active, cost-aware investing.

Harbor Capital Advisors, Inc., is dedicated to helping clients achieve investment objectives through active, cost-aware investing.

Charles Schwab

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.

Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

Principal Financial Group

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 45M customers plan, protect, invest, and retire.

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 45M customers plan, protect, invest, and retire.

Hines

Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 30 countries. We manage nearly $96B in high-performing assets across residential, logistics, retail, offic

Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 30 countries. We manage nearly $96B in high-performing assets across residential, logistics, retail, office, and mixed-use strategies. Our local teams serve

Thrivent Asset Management

Thrivent has offered investment products since 1970. The investment adviser for our funds is Thrivent Asset Management, LLC (TAM), a subsidiary of Thrivent. A membership-owned fraternal organization, Thrivent has provided holistic financial services

Thrivent has offered investment products since 1970. The investment adviser for our funds is Thrivent Asset Management, LLC (TAM), a subsidiary of Thrivent. A membership-owned fraternal organization, Thrivent has provided holistic financial services and dedication to serving our clients for more tha

Raintree Capital Management

Raintree Capital Management is a boutique investment firm with offices in Scottsdale, AZ and Naperville, IL. At Raintree we believe that valuation is the best predictor of long-term returns and that forward-looking market assumptions must be substant

Raintree Capital Management is a boutique investment firm with offices in Scottsdale, AZ and Naperville, IL. At Raintree we believe that valuation is the best predictor of long-term returns and that forward-looking market assumptions must be substantiated by historical data. We aim to turn our colle

Palladium Group

Your clients have trusted you with their financial plan. Now you need an insurance partner you can trust to protect it. Welcome to Palladium Group by Ash Brokerage – a boutique insurance consulting firm that provides your clients with the same superi

Your clients have trusted you with their financial plan. Now you need an insurance partner you can trust to protect it. Welcome to Palladium Group by Ash Brokerage – a boutique insurance consulting firm that provides your clients with the same superior level of care and attention they have come to e

Mutual of Omaha Mortgage

With Corporate Headquarters in both San Diego, CA & Chicago, IL, our organization has a strong leadership team of seasoned mortgage professionals. We offer state-of-the-art technology and superior operational support, ensuring your loan process will

With Corporate Headquarters in both San Diego, CA & Chicago, IL, our organization has a strong leadership team of seasoned mortgage professionals. We offer state-of-the-art technology and superior operational support, ensuring your loan process will be easy and efficient. As one of the most trusted

Longbridge Financial, LLC

Longbridge Financial, LLC helps qualified homeowners take some of the financial stress out of retirement by gaining immediate access to the home equity they have built up over the years. Using a reverse mortgage loan to unlock home equity can lead to

Longbridge Financial, LLC helps qualified homeowners take some of the financial stress out of retirement by gaining immediate access to the home equity they have built up over the years. Using a reverse mortgage loan to unlock home equity can lead to a more secure retirement.

Gordon Associates Long Term Care Planning

Gordon Associates, established in 1975 and licensed nationally, is a family-owned and operated insurance agency that focuses exclusively on Long Term Care Insurance (LTCI). We provide unbiased educational services about planning for a long term care

Gordon Associates, established in 1975 and licensed nationally, is a family-owned and operated insurance agency that focuses exclusively on Long Term Care Insurance (LTCI). We provide unbiased educational services about planning for a long term care event in addition to providing a variety of resour

Compeer Financial

Compeer Financial™ is a member-owned Farm Credit cooperative providing financial products and services to support agriculture and rural communities in Illinois, Minnesota and Wisconsin. Previously 1st Farm Credit Services, AgStar Financial Services a

Compeer Financial™ is a member-owned Farm Credit cooperative providing financial products and services to support agriculture and rural communities in Illinois, Minnesota and Wisconsin. Previously 1st Farm Credit Services, AgStar Financial Services and Badgerland Financial, Compeer Financial is now

Organizer

All trademarks, registered trademarks, product names, and company names or logos mentioned in or on this site are the property of their respective owners.

Get emails from us

Thank you
Oops! Something went wrong