Milwaukee Chapter Membership Meeting
Where networking leads to business relationships.
Tuesday, September 23, 2014 :: Buy – Sell and Business Succession Planning: Various planning issues owners of closely held businesses should be prepared to address. Scott Schwertfeger, CLU – Wealth Management Advisor, Northwestern Mutual
Tuesday, November 11, 2014
Tuesday, January 20, 2015
Tuesday, March 24, 2015
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. Topics for each date will be announced soon.
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: email@example.com