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.
FSP VTC: Health Care: The Times They Are A-Changin' 4/19/13 8:45AM - 11:15AM
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2 Hour Video Teleconference ProgramBrought to you by the Milwaukee Chapter – Society of Financial Service ProfessionalsNOTE: You must be...
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
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The Uniform Prudent Investor Act & Trust-Owned Life Insurance: The Impossible Dream or a Match Made in Heaven 2 Hour Video Training...
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...
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