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Date Event Title Event Type
May 16–
May 16, 2014
Financial Services Forum Chapter:
Milwaukee Chapter FSP
Time: 07:00 AM – 04:30 PM
Add'l Info:
Location: Milwaukee Marriott West
W231 N1600 Corporate Ct
Waukesha WI
  Speaker(s): Visit www.wifinancialforum.com for the complete list of speakers.  
  Summary: Join the Financial Planning Association (FPA) of Southern Wisconsin, Society of Financial Service Professionals (SFSP)-Milwaukee Chapter, and National Association of Insurance and Financial Advisors-Wisconsin (NAIFA-WI) for a day of workshops, networking and motivation. Earn continuing education credits in insurance, legal, and CFP® and hear from nationally recognized speakers who will give you the information and tools you need now to grow your business.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
May 21, 2014 Estate Planning for the Modern Family Video Teleconference
  Summary: Case Studies in Life Experiences
Planning strategies for non-traditional marriage unions.
 
Jun 10, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Charitable Planning Strategies for Non-Traditional Unions
Co-sponsored by the American Cancer Society. Details coming soon.
 
Jun 18, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Benefits of using intra-family loans in current economic environment
Sponsored by Guardian
 
Jun 25, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Policy Valuation
Sponsored by Coventry. Details coming soon.
 
Aug 14–
Aug 15, 2014
Clinic for Advanced Professionals Clinic
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
Sep 18, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Fully Insured Qualified Plans. Details coming soon.
Sponsored by Guardian
 
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Event Details

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