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Date Event Title Event Type
Nov 11–
Nov 11, 2014
In the Eye of the Beholder: Valuation Concepts in Succession Pl Chapter:
Milwaukee Chapter FSP
Time: 03:30 PM – 05:30 PM
Add'l Info: Many legal, accounting and insurance professionals fail to realize that VALUE is never just one number. Proper use of an appraised value begins with an understanding of the nuances of definition, application and method to concepts such as fair market value, fair value, investment value, value in exchange and value in use. This seminar will develop these terms in plain language to help the practitioner assist their clients in the important matter of succession planning.
Location: McCormick & Schmicks – Private Dining Room
2550 N Mayfair Rd
Wauwatosa WI
  Speaker(s): Mary O'Connor, ASA, CFE – Partner, Sikich LLP  
  Summary: Milwaukee Chapter Membership Meeting  
  Section(s): Estate Planning
Financial Planning
Investment Management
 
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 03, 2014 Enhanced Plan Benefits Audio/Web Conference
  Speaker(s): Mary Read CPC, QPA  
  Summary: The benefits of life insurance in qualified retirement plans.  
Dec 10, 2014 Practical Applications of "Life Insurance as an Asset Class" Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian
 
Jan 14, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Speaker(s):  
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Jan 20–
Jan 20, 2015
Milwaukee Chapter Membership Meeting Chapter:
Milwaukee Chapter FSP
Time: 03:30 PM – 05:30 PM
Location: McCormick & Schmicks – Private Dining Room
2550 N Mayfair Rd
Wauwatosa WI
  Speaker(s): TBD  
  Summary: Where networking leads to business relationships.  
Feb 02, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by TomHegna.com. Details coming soon.
 
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.  
Mar 04, 2015 TBD Audio/Web Conference
  Summary: Topic - Layering Plans. Details coming soon.  
Mar 24–
Mar 24, 2015
Milwaukee Chapter Membership Meeting Chapter:
Milwaukee Chapter FSP
Time: 03:30 PM – 05:30 PM
Location: McCormick & Schmicks – Private Dining Room
2550 N Mayfair Rd
Wauwatosa WI
  Speaker(s): TBD  
  Summary: Where networking leads to business relationships.  
May 14–
May 15, 2015
TBD Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 20, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
14 Events Returned
Event Details

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