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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.
Events
FSP VTC: Health Care: The Times They Are A-Changin' 4/19/13 8:45AM - 11:15AM
Pewaukee | View Map
2 Hour Video Teleconference ProgramBrought to you by the Milwaukee Chapter – Society of Financial Service ProfessionalsNOTE: You must be...
Changes In The Tax Law : SFSP Breakfast Series 1/10/13 7:30AM - 10AM
Brookfield | View Map
Changes in the Tax Law Mark W. Miller, CPA – Kolb+Co.Mark A. Shiller, JD, AEP – Godfrey and Kahn, SCPaul T. Tourville, CMFC, CASL – Next...
ESOPs: The Overlooked Business Transition Option : SFSP Breakfast Series 12/13/12 7:30AM - 10AM
Brookfield | View Map
ESOPs: The Overlooked Business Transition Option Daniel M Zugell, CLU, ChFC, LUTCF – Business Transition Advisors, Inc. 2 Continuing...
FSP VTC: Uniform Prudent Investor Act & Trust-Owned Life Ins. 11/15/12 9AM - 11:10AM
Pewaukee | View Map
The Uniform Prudent Investor Act & Trust-Owned Life Insurance: The Impossible Dream or a Match Made in Heaven 2 Hour Video Training...
2012 Financial Professionals Day 5/10/12 7:30AM - 5PM
Milwaukee | View Map
Join us for the Milwaukee Chapter's Annual Financial Professionals Day. Who Should Attend: Attendees will include insurance professionals,...
Pints & Planning 4/26/12 4:30PM - 6:30PM
Wauwatosa | View Map
FINANCIAL PROFESSIONAL NETWORKING EVENT SFSP NAIFA FPA JOINTLY INVITE YOU TO PINTS AND PLANNING A NETWORKING HAPPY HOUR...
Financial Planning for a Second Marriage :: SFSP Breakfast Series 3/8/12 8AM - 10AM
Milwaukee | View Map
Financial Planning for a Second MarriageCase Study & Panel Presentation Kevin M. Reardon, CFP - Shakespeare Wealth Management, Inc.Gregory...
2011 Wisconsin Business Ethics Award Ceremony 2/16/12 5PM
Milwaukee | View Map
The Society of Financial Service Professionals (SFSP) has had a well established American Business Ethics Award (ABEA) program since 1994....
Succession Planning :: SFSP Breakfast Series 1/12/12 7:30AM - 10AM
Brookfield | View Map
Case Study & Panel Presentation Succession Planning Gerald Gaeta, JD – New York Life Joseph M. Maier, JD, CPA, CLU – O’Neil, Cannon,...
Special Needs Planning :: SFSP Breakfast Series 12/8/11 7:30AM - 10AM
Brookfield | View Map
Case Study & Panel Presentation Special Needs Planning Eric DeGroot Sarah N. Ehrhardt, JD Michael Loney Olivia Wong, JD The...
FSP VTC: Captive Insurance Companies 11/17/11 8:45AM - 11:10AM
Milwaukee | View Map
2 Hour Video Training Conference Program Brought to you by the Milwaukee Chapter – Society of Financial Service Professionals Program...
Planning Before the 2010 Tax Act Sunsets 10/13/11 7:30AM - 10AM
Brookfield | View Map
Planning Before the 2010 Tax Act Sunsets Case Study & Panel Presentation Robert G. Alexander, JD, LLM, EPLS, AEP Jim Brandenburg, CPA,...
FSP VTC - The Rising Tide in Standards of Care 5/19/11 7:45AM - 10:45AM
Milwaukee | View Map
2 Hour Video Training Conference Program Brought to you by the Milwaukee Chapter – Society of Financial Service Professionals Program...
Financial Professionals Day 5/11/11 7:30AM - 5PM
Brookfield | View Map
Join us for the Milwaukee Chapter's Annual Financial Professionals Day. Who Should Attend: Attendees will include insurance professionals,...
SFSP Networking Event & LinkedIn Presentation 4/21/11 6PM - 8PM
Wauwatosa | View Map
The Top 5 LinkedIn Secrets Presentation by Wayne Brietbarth, Author of The Power Formula for LinkedIn Success: Kick-start Your Business,...
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