Spring Forum
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Members: $150; Non-Members $200



Wednesday, May 20, 2015: 7:30 AM—5 PM

UBS Conference Center
One North Wacker Drive, 2nd Floor
Chicago, IL


Highlights include:

  • Earn CFP, CPA and Illinois Insurance CE Credits
  • Registration Fee includes CE, Breakfast, Lunch, Meeting Materials, Cocktail Reception
  • Cost if you register by April 15: $100/members; $150/non-members

FPA of Illinois will again sponsor a Spring Forum. The all-day conference will include Continuing Education and other value-added programming. Attendees can expect to obtain CFP, IL Insurance, CIMA and CPA credits, opportunities to network with professional peers, and gain in-depth knowledge to help you serve your clients.

Schedule of Events


Topics include:

  • U.S. Commercial Real Estate Outlook for 2015
  • Next Wave In Financial Planning
  • How To Allocate To Fixed Income: Measuring Risk vs. Reward
  • Understanding Liability Insurance Exposures
  • Using Annuities With Trusts -Advanced techniques
  • A Financial Planners Guide to Cash Balance Plans
  • Financing Acquisitions
  • Real World Technology For Advisors
  • Outsourcing Solutions
  • Tax Planning and Executive Compensation
  • Investment Implications of a Rising-Rate Environment

Watch for further details and registration at fpaillinois.org/springforum

Register Today

Questions: Call Dee Farris at 847.244.3691

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