2013 Milwaukee Chapter Annual Business Meeting
Thursday, June 13, 2013 from 7:00 AM to 9:00 AM (CDT)
A breakfast will be served during the meeting. :: The meeting will conclude before 9:00am.
1.0 Call to Order - David Laske, CPA, BS, MS Taxation
1.1 Approval of Minutes of June 15, 2012 Business Meeting
2.0 Secretary/Treasurer's Report – Mark Poker, JD
2.1 Year End Financial Overview
3.0 Outgoing President’s Remarks & Summary of the Previous Year – David Laske, CPA, BS, MS Taxation
4.0 Member Recognition
4.1 Member Anniversaries & Past Presidents
5.0 Nominating Committee Report – David Laske, CPA, BS, MS Taxation
5.1 Election of New Officers and Directors
6.0 Incoming President's Remarks – Joseph Maier, JD, CPA, CLU
7.0 Old Business/New Business/Adjourn – Joseph Maier, JD, CPA, CLU
Members are welcome to attend the Annual Business Meeting and Breakfast at no cost.
RSVP is required by June 12.
When & Where
Society of Financial Service Professionals - Milwaukee Chapter
For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.
With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium.
Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance.
Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.