FPA of Illinois Conference for Advanced Planning 2026

October 16, 2026 · Chicago, IL

The Illinois chapter positions this event differently from a general symposium: the programming is pitched deliberately at experienced practitioners, with sessions that assume attendees have the fundamentals and want the harder material. That focus makes it one of the more technically substantial chapter events on the calendar.

Who attends

Experienced CFP professionals, estate and tax specialists, and senior planners from firms across Chicago and Illinois, plus attorneys and CPAs who work alongside advisory firms on complex cases.

What's on the agenda

• Advanced estate and wealth transfer strategy

• Sophisticated tax planning techniques

• Business owner and closely held entity planning

• Continuing education for CFP professionals

Why advanced planning depends on complete ownership data

Complex cases span trusts, entities, partnerships, real property and multiple custodians. The strategy work is not usually the bottleneck — assembling an accurate, current picture of what a family owns and how each piece is titled is. Firms that solved that can do advanced planning proactively across their book rather than only for the clients who bring it up.

Milemarker is the data infrastructure layer for wealth management, unifying entity, trust, custodial and held-away data across 130+ systems.

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