The Financial Planning Association of Southeastern Wisconsin will present its “Financial Planning Symposium” on Thursday, Oct. 28 from 7:30 a.m. to 5 p.m. at the Country Springs Hotel, 2810 Golf Rd., Waukesha. Cost is $328 for FPA members, $388 for non-members. For information or to register, visit

Clifton Gunderson will present the webinar “Retirement Plan Compliance Check-Up – How to find operational defects, e-file and stay in compliance” at 1 p.m. Oct. 12. The webinar will highlight how to identify operational deficits in retirement plans, risk of deficits to qualified tax status, several tips on electronic filing, and more. One CPE credit is available.

Registration is required at For questions about the event, please contact Deana Mary at (888) 778-9588 or

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