FPA of Illinois

FPA Retreat 2025 is coming up April 28-30 in Chicago. If you have not yet checked out the schedule and explored joining us, please do! The event, as it always is, will be a spectacular opportunity to meet wonderful financial planners and thought leaders exploring advanced topics in #financialplanning. Here are just a few of the terrific speakers I am looking forward to seeing: Colin Woodard Elliott Harris Shohini Ghose Stephanie Bogan Susan Bradley Rianka Dorsainvil, CFP? Brian Edelman Vincent Guyaux Jessica Goedtel, CFP?, EA James Lee, CFP?, CRPC?, AIF? Derek F. Hagen Kristin Harad, CFP? Stuart Heckman Rick Kahler, MS, CFP?, CFT?, CeFT? Michael Kothakota Hannah Moore, CFP? Amy N. Mullen, CFP? Larry Pon And so many others! Join us at #fparetreat this year! You will NOT be sorry! Register by March 24 at https://lnkd.in/evQcG5Rv Financial Planning Association (FPA) Megan Tallman, CMP Rebecca Puntoni, CMP Kevin R. Clark, CFP?, CIMA?, EA Daniel Yerger, MBA, CFP?, ChFC, AIF

?????? ???????? '?????? ?????? ???????????????????? ?????????? ??????????????!? ? The FPA of Illinois Mentorship Program application deadline is just around the corner. Are you ready to dive in? ??????????????: Your dream mentor awaits! ??????????????: Time to share your wisdom! Don't wait! Apply before it's too late: https://lnkd.in/gG_Vk7dA #Mentoring #FinanceCareers #FPAIllinois #OneWeekLeft #CFP

Join Us in Celebrating FPA’s 25th Anniversary! From members sharing their heartfelt sentiments on FPA to special 25th-anniversary member perks, we are marking the occasion in style. https://bit.ly/4igbUkK

?? FPA of Illinois is on the hunt for savvy gurus to dish out financial wisdom in 20-30 minute, one-on-one chats. On Sunday, April 28, Noon-4:00pm, at College of DuPage Senior Expo. Sign up here - https://lnkd.in/gkFmHH9J

Financial planning friends! Are you looking for a unique experience this April? Then, join us for FPA Retreat 2025, April 28-30, at the Hilton Chicago Oak Brook Resort in Chicago. The event includes great networking, idea sharing, cutting-edge content, and more. Register by Feb. 18 to take advantage of advanced registration pricing! And, if you're going to be there, let me know! Register now at: https://lnkd.in/evQcG5Rv #fparetreat Financial Planning Association (FPA)

On Thursday FPA of Illinois hosted its first of three education lunch series. Craig Lemoine, CFP(r), PhD, MRFC session on AI was a hit! Hope to see everyone on May 1st for the next event.

Using Artificial Intelligence (AI) in Wealth Management & Financial Planning with Dr. Craig Lemoine Thursday, February 6, 11:00am-1:00pm, Maggiano's Oak Brook: Craig Lemoine, CFP(r), PhD, MRFC, Director of the Financial Planning Program at the University of Illinois at Urbana-Champaign, will kick off our series of educational luncheons. Event is going to sell out! Register today! https://lnkd.in/gNzRjuSW

Tickets are going fast! Register today! https://lnkd.in/gNzRjuSW

? ?????????? ???? ?????????? ???? ???????? ???????????? (???? ???????? ?????????????? ???????? ???? ?????? ????????)? The FPA of Illinois Mentorship Program is here to connect aspiring financial planners with experienced pros. ?????? ??????????????: - Gain invaluable insights from a seasoned mentor. - Build your network and connect with industry leaders. - Unlock your full potential and crush your career goals. ?????? ??????????????: - Share your wisdom and guide the next generation of financial planning superstars. - Expand your network and connect with other amazing professionals. - Feel the satisfaction of making a real difference. ?????????? ??????'???? ?????? ???????? ???? ??????????? Learn more and apply now! https://lnkd.in/gG_Vk7dA

FPA of Illinois Kick-Off the New Year event was a smash! Thanks for joining us!