November 20, 2013
"Now That the Dust Has Settled: A Re-Look at Both the Tax Code and the Affordable Care Act…Where Are We Now?”
• Richard M. Weber, MBA, CLU, AEP (Distinguished)
• James Aussem, JD, AEP
• James M. Frank, JD, LL.M
• Gerald Frye, CLU, ChFC, RHU, REBC, CASL
• Gayle C. Holcom, CLU, ChFC, FLMI
Registration: 11:45 AM
Presentation: 12:00 PM (Noon) – 2:10 PM
This program evaluates the effects of eleven months under the new tax code and the Affordable Care Act. Our panel identifies which planning tools have emerged as the best ones using the concept of portability as well as alternative tax-efficient techniques.
The Benefit Services Group, Inc.
(Enter at theater and park on east side of building)
N25 W23050 Paul Road
Pewaukee, WI 53072
SFSP Members: No Charge
(Non-Members may only attend if invited by a SFSP Member.)
CE Credits: 2 CE Credits have been approved in Insurance, Legal and CFP
Click here to register!
PLEASE NOTE: To be "green", printed copies of the VTC Workbook will NOT be provided. You will received an electronic version to download prior to the event.
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.
Milwaukee Chapter - Society of Financial Service Professionals
6737 W. Washington Street, Suite 1300
Milwaukee, WI 53214
Phone: 414-276-7340 • Fax: 414-276-7704 • Email: firstname.lastname@example.org