FPA of Illinois

FPA of Illinois To elevate the profession that transforms lives through the power of financial planning.

What do your clients really think about you using AI? ๐Ÿค–Itโ€™s time to move beyond "Artificial Intelligence" as a concept a...
05/14/2026

What do your clients really think about you using AI? ๐Ÿค–

Itโ€™s time to move beyond "Artificial Intelligence" as a concept and start looking at it as a tactical tool for your practice. Join FPA of Illinois on June 3rd for a practical workshop led by Jon Cook.

Whether youโ€™re curious about vendor vetting or how top custodians are implementing AI, this session is designed for the modern advisor. This is Part 1 of our 3-part seriesโ€”don't miss the kickoff before we head to the CAP Conference!

๐Ÿ“ Online Workshop
๐Ÿ—“๏ธ June 3rd
๐ŸŽŸ๏ธ Register here: https://www.financialplanningassociation.org/event/ai-101-practical-ai-tactics-modern-advisor-part-1-3-part-series

๐Ÿšจ LAST CALL: Lunch with "The Retirement Genius" this Wednesday!Want to know what the "New Retirement" actually looks lik...
05/04/2026

๐Ÿšจ LAST CALL: Lunch with "The Retirement Genius" this Wednesday!

Want to know what the "New Retirement" actually looks like for your clients?

Join us this Wednesday, May 6th at Maggianoโ€™s Little Italy in Oak Brook for a session with nationally recognized expert Chris Orestis, CSA. Weโ€™ll be diving into the legislative changes and new solutions shaping the future of retirement planning.

โœ… 1 CE Credit
โœ… Expert-level networking
โœ… Incredible lunch

Registration is closing soon. Don't miss out on this insiderโ€™s review!

Sign up now: https://lp.constantcontactpages.com/ev/reg/hanr8dp

๐—ง๐—ฎ๐—ฝ๐—ฎ๐˜€, ๐—ก๐—ฒ๐˜๐˜„๐—ผ๐—ฟ๐—ธ๐—ถ๐—ป๐—ด, ๐—ฎ๐—ป๐—ฑ ๐—–๐—ฒ๐—น๐—ฒ๐—ฏ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป! ๐Ÿฅ‚ ๐—ง๐—ต๐—ฒ ๐—™๐—ฃ๐—” ๐—œ๐—น๐—น๐—ถ๐—ป๐—ผ๐—ถ๐˜€ ๐—˜๐—ป๐—ฑ ๐—ผ๐—ณ ๐—ฌ๐—ฒ๐—ฎ๐—ฟ ๐—˜๐˜ƒ๐—ฒ๐—ป๐˜ ๐—ถ๐˜€ ๐—ถ๐—ป ๐—ท๐˜‚๐˜€๐˜ ๐Ÿฎ ๐——๐—”๐—ฌ๐—ฆ!Don't waitโ€”this is your absol...
12/02/2025

๐—ง๐—ฎ๐—ฝ๐—ฎ๐˜€, ๐—ก๐—ฒ๐˜๐˜„๐—ผ๐—ฟ๐—ธ๐—ถ๐—ป๐—ด, ๐—ฎ๐—ป๐—ฑ ๐—–๐—ฒ๐—น๐—ฒ๐—ฏ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป! ๐Ÿฅ‚ ๐—ง๐—ต๐—ฒ ๐—™๐—ฃ๐—” ๐—œ๐—น๐—น๐—ถ๐—ป๐—ผ๐—ถ๐˜€ ๐—˜๐—ป๐—ฑ ๐—ผ๐—ณ ๐—ฌ๐—ฒ๐—ฎ๐—ฟ ๐—˜๐˜ƒ๐—ฒ๐—ป๐˜ ๐—ถ๐˜€ ๐—ถ๐—ป ๐—ท๐˜‚๐˜€๐˜ ๐Ÿฎ ๐——๐—”๐—ฌ๐—ฆ!

Don't waitโ€”this is your absolute last chance to register for our annual celebration this Thursday, December 4th! Bring a guest and let's end the year on a high note at El Tapeo.

We can't wait to see you there! Register below! ๐Ÿ‘‡
https://bit.ly/YECelebration2025

Time is flying! Our End of Year Celebration is just TWO WEEKS AWAY! ๐ŸพโœจJoin the FPA Illinois community for a night of tap...
11/20/2025

Time is flying! Our End of Year Celebration is just TWO WEEKS AWAY! ๐Ÿพโœจ

Join the FPA Illinois community for a night of tapas, networking, and fun!

Bring a Guest! We welcome you to invite a spouse, partner, or colleague to share in the festivities as we thank you for a wonderful year.

Details:

When: Thursday, December 4, 2025 | 6:30 PM - 8:30 PM

Where: El Tapeo (Inside Le Meridien Chicago - Oakbrook Center)

Space is filling up! Be sure to RSVP/get your ticket for yourself and your guest ASAP!

https://bit.ly/YECelebration2025

โฐ ๐—ง๐—ต๐—ฒ ๐—ฐ๐—น๐—ผ๐—ฐ๐—ธ ๐—ถ๐˜€ ๐˜๐—ถ๐—ฐ๐—ธ๐—ถ๐—ป๐—ด! ๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—–๐—”๐—ฃ ๐—–๐—ผ๐—ป๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—ฐ๐—น๐—ผ๐˜€๐—ฒ๐˜€ ๐˜๐—ผ๐—บ๐—ผ๐—ฟ๐—ฟ๐—ผ๐˜„, ๐—ช๐—ฒ๐—ฑ๐—ป๐—ฒ๐˜€๐—ฑ๐—ฎ๐˜† ๐—ฎ๐˜ ๐Ÿฏ ๐—ฝ๐—บ ๐—–๐—ง.This is your last chan...
09/23/2025

โฐ ๐—ง๐—ต๐—ฒ ๐—ฐ๐—น๐—ผ๐—ฐ๐—ธ ๐—ถ๐˜€ ๐˜๐—ถ๐—ฐ๐—ธ๐—ถ๐—ป๐—ด! ๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—–๐—”๐—ฃ ๐—–๐—ผ๐—ป๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—ฐ๐—น๐—ผ๐˜€๐—ฒ๐˜€ ๐˜๐—ผ๐—บ๐—ผ๐—ฟ๐—ฟ๐—ผ๐˜„, ๐—ช๐—ฒ๐—ฑ๐—ป๐—ฒ๐˜€๐—ฑ๐—ฎ๐˜† ๐—ฎ๐˜ ๐Ÿฏ ๐—ฝ๐—บ ๐—–๐—ง.

This is your last chance to secure your spot and invest in a day of high-impact professional development. Join us to earn up to 5 CFP CE credits, connect with peers, and gain actionable insights from top industry leaders.
Don't miss out. Register now before it's too late.

Register here: https://bit.ly/ILFPA_CAP_2025

hashtag hashtag hashtag hashtag hashtag hashtag hashtag

Hey everyone! The CAP Conference is coming up fast, and we wanted to give you one last chance to save!We know life gets ...
09/12/2025

Hey everyone! The CAP Conference is coming up fast, and we wanted to give you one last chance to save!

We know life gets busy, and it's easy to miss out on early bird deals. So, weโ€™ve decided to temporarily bring back our best pricing until September 18th!

Join us to learn from top experts, connect with fellow professionals, and earn up to 5 CFP CE credits.

Ready to invest in yourself? Grab your ticket at the best price before itโ€™s gone for good!

Register here: https://bit.ly/ILFPA_CAP_2025

Itโ€™s crunch time! โฐ Donโ€™t let $100 fly away! ๐Ÿ’ธ Register for the Conference for Advanced Planning NOW and save! Linkโžก๏ธ ht...
08/25/2025

Itโ€™s crunch time! โฐ Donโ€™t let $100 fly away! ๐Ÿ’ธ Register for the Conference for Advanced Planning NOW and save! Linkโžก๏ธ https://bit.ly/ILFPA_CAP_2025

We are pleased to have Wesley Madara, SVP, Midwest Regional Sales & Distribution Leader at Chubb, and Kelly Weiss, Advis...
08/23/2025

We are pleased to have Wesley Madara, SVP, Midwest Regional Sales & Distribution Leader at Chubb, and Kelly Weiss, Advisor at BCU Risk Advisors as speakers at the 2025 Conference for Advanced Planning on September 26! They will be presenting on โ€œMarket Trends 2025 Which are Affecting High Net-Worth Individuals.โ€ Join us for this informative session at Morningstar or virtually!
Register today! https://bit.ly/ILFPA_CAP_2025

Excited to announce Donovan Sanchez, CFPยฎ, Instructor at University of Illinois College of ACES and Senior Financial Pla...
08/18/2025

Excited to announce Donovan Sanchez, CFPยฎ, Instructor at University of Illinois College of ACES and Senior Financial Planner at Model Wealth Inc., as a speaker at the 2025 Conference for Advanced Planning on September 26! His session, "Money and Happiness: How Advisors Can Harness the Science Around Personal Finance and Subjective Well-Being to Better Serve Clients," promises to be insightful. Don't miss out on attending at Morningstar or virtually!

Register today! Best rates end on August 26th - https://bit.ly/ILFPA_CAP_2025

Join us at the 2025 Conference for Advanced Planning on September 26th at Morninstar! Weโ€™re thrilled to welcome Apollo L...
08/15/2025

Join us at the 2025 Conference for Advanced Planning on September 26th at Morninstar! Weโ€™re thrilled to welcome Apollo Lupescu, PhD, Vice President at Dimensional Fund Advisors, who will share his insights on โ€œNavigating Turbulent Markets.โ€ Learn from the experts and gain valuable knowledge for the future of financial planning.
Best pricing ends on August 26 - https://bit.ly/ILFPA_CAP_2025

Address

15128 S. La Grange Road, #2763
Orland Park, IL
60462

Alerts

Be the first to know and let us send you an email when FPA of Illinois posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Organization

Send a message to FPA of Illinois:

Share