The 3.8% Net Investment Tax: Planning Issues for Individuals and Business Owners
March 13, 2014
Click here to register today!
• Mark Miller, CPA - Partner, Sikich LLP
• John Muth, JD, CLU, CFP, AEP - Director - Advanced Planning, Planning and Sales Department, Northwestern Mutual
Networking & Registration: 7:30 AM
Presentation: 8:00 AM – 10:00 AM
SAVE THE DATE!
Financial Services Forum
Friday, May 16, 2014
Join the Financial Planning Association (FPA) of Southern Wisconsin, the Society of Financial Service Professionals (SFSP)-Milwaukee Chapter, and NAIFA-Wisconsin for a day of workshops, networking and motivation. Earn up to six 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.
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: email@example.com