MILWAUKEE CHAPTER

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Milwaukee Chapter Membership Meeting
Where networking leads to business relationships.

Join the Society of Financial Service Professionals (SFSP) – Milwaukee Chapter for our upcoming Membership Meetings and Networking Events at McCormick & Schmick's (2550 N. Mayfair Rd.) in Wauwatosa from 3:30pm to 5:30pm. There will be a complimentary appetizers and beverages provided before each presentation. There is no charge for SFSP Members to attend.

Tuesday, November 11, 2014

In the Eye of the Beholder: Valuation Concepts in Succession Planning
Mary O'Connor, ASA, CFE – Partner, Sikich LLP

Future Dates:
Tuesday, January 20, 2015
Tuesday, March 24, 2015

Click here to register online. 


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: info@fspmke.com