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Date Event Title Event Type
Sep 23–
Sep 23, 2014
Milwaukee Chapter Membership Meeting Chapter:
Milwaukee Chapter FSP
Time: 03:30 PM – 05:30 PM
Add'l Info: Buy – Sell and Business Succession Planning: Various planning issues owners of closely held businesses should be prepared to address.
Location: McCormick & Schmicks – Private Dining Room
2550 N Mayfair Rd
Wauwatosa WI
  Speaker(s): Scott Schwertfeger, CLU – Wealth Management Advisor, Northwestern Mutual  
  Summary: Where networking leads to business relationships.  
  Section(s): Business & Compensation Planning
Financial Planning
Investment Management
 
Sep 24, 2014 The Social Media Black Book: 7 Secrets Advisors Need to Know Sponsored Education Online
Free to Members
  Speaker(s): Ted Jenkin, CFP  
  Summary: Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC
 
Oct 07, 2014 Charitable Remainder Trusts (CRT): Back to the Future Sponsored Education Online
Free to All Attendees
  Speaker(s): Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
 
  Summary: Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society
 
Oct 15, 2014 Defined Benefit Plans: An Underutilized Planning Tool Audio/Web Conference
  Speaker(s): Mary Read, CPC, QPA  
  Summary: Defined benefit plans as tax-effective planning tools.  
Oct 29, 2014 Building a Practice With a Focus on Income Distribution Sponsored Education Online
Free to Members
  Speaker(s): Zachary S. Parker, MBA, CFP  
  Summary: Building a retirement planning practice
Sponsored by Securities America.
 
Nov 11–
Nov 11, 2014
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.  
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 03, 2014 TBD Audio/Web Conference
  Summary: Topic - Life Insurance in Pension Plans (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 18, 2015 TBD Video Teleconference
  Summary: Topic TBD. 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.  
14 Events Returned
Event Details

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