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Financial Services Forum

Friday, May 16, 2014

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.

Register online now
Reserve a hotel room
Download a fillable Forum registration form
Download a fillable Golf Outing registration form
Exhibitor & Sponsorship Prospectus

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: