FPA of Iowa Annual Symposium 2026

Tuesday, October 13, 2026
8:00 AM – 4:30 PM

Des Moines Golf & Country Club
1600 Jordan Creek Pkwy
West Des Moines, IA 50266

8:00 AM – 8:45 AM
Pre-Conference Social
Doors open for networking with light bites and baristas

8:45 AM – 9:00 AM
Opening Remarks

9:00 AM – 10:00 AM
General Session
Evolving The Modern Practice: Growth, Complexity, and Control

Chuck Orban — Lead of Practice Management, Edward Jones

10:00 AM – 10:50 AM (Concurrent Sessions)
Main Stage
Increasingly Complex Wealth Landscape: Strategies for HNW/UHNW Client Portfolios

Chris Winand, CFP® — Regional Vice President, Invesco

Candlelight Room

From Entry to Impact: The First Years That Shape a Career
Short-form multiple speakers, Career Development special interest

10:50 AM – 11:20 AM
Morning Social & exploration of the Exhibit Hall

11:20 AM – 12:10 PM (Concurrent Sessions)

Main Stage

Fixed Income Reconsidered: Thoughtful Positioning in a New Rate Environment
Chris Nebons, CFP® — Regional Director, Eaton Vance

Candlelight Room
College Planning Disrupted: Need-to-Know Changes from OBBBA

Cozy Wittman — College Inside Track

12:10 PM – 12:40 PM
Lunch & Chapter Recognition

12:40 PM – 1:40 PM
Main Stage

Refining Your Voice in an Experience-Driven Market
Kelly Krings — Partner & CEO, Elkhorn Marketing Group

1:40 PM – 2:35 PM (Concurrent Sessions)

Main Stage
Delivering Value: How State and New Federal Education Tax Credits Reduce Client Tax Bills

Kevin Shires, CFP®, ChFC, CFA – Board President, CTO

Candlelight Room
CFP Board Ethics — Hour 1-of-2

Dennis Markway, CFP®

2:35 PM – 3:25 PM (Concurrent Sessions)

Main Stage

Tax Alpha in Practice: Opportunities Across the Client Balance Sheet
Jeffrey Clark, LUTCF, ACS, FLMI, CFS — Director of Advanced Planning, Jackson

Candlelight Room
CFP Board Ethics — Hour 2-of-2

Dennis Markway, CFP®

3:25 PM – 3:40 PM
Afternoon Social & Happy Hour

3:40 PM – 4:30 PM (Concurrent Sessions)

Main Stage
AI and the Evolution of Advice: Implications for the Next Era of Advisory Firms

Presented by Lincoln Savings Bank

Candlelight Room
Case Studies in Insurance Ethics — Hour 3

Dennis Markway, CFP®

4:30 PM - 6:00 PM
Post-Conference Social
Open bar & hors d’oeuvres

*Early bird pricing ends August 10 and will reflect a $100 price increase for member and non-members.

Tickets

$349.00 Non-Member Registration
$249.00 Earlybird rate before August 10

$0.00 Pre-Paid Luncheon Member

$195.00 Member Registration
$95.00 Earlybird rate before August 10