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Upcoming Events

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, September 23, 2014

Review of Effective Business Planning Ideas That Address Owner’s Business Succession Planning Issues

Scott Schwertfeger, CLU – Wealth Management Advisor, Northwestern Mutual

Items to be presented include:

• Setting the stage for the business owners to mentally and financially start preparing to exit their business.
• Review of the various business valuation methods used to help a business owner get an estimate of their business value
• Innovative Buy Sell Plan Designs
• Lifetime exit planning strategies
• Personally owning policies that fund a cross purchase buy sell arrangement
• Effective ideas to transfer business ownership to active children in a family business

Future Dates:
Tuesday, November 11, 2014
Tuesday, January 20, 2015
Tuesday, March 24, 2015

Click here to register online. 

Past Events:

July 22, 2014

Rethinking Insurance & Estate Planning Opportunities in a New Tax Environment

Mike Loney, John Hancock – Regional Director

June 24, 2014

Annual Business Meeting

May 16, 2014

Financial Services Forum

Joint meeting between 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). The Forum was a day of workshops, networking and motivation. 

March 13, 2014

The 3.8% Net Investment Tax: Planning Issues for Individuals and Business Owners

• Presenters:

• Mark Miller, CPA - Partner, Sikich LLP
• John Muth, JD, CLU, CFP, AEP - Director - Advanced Planning, Planning and Sales Department, Northwestern Mutual

January 21, 2014

Healthcare & Retirement Summit
"How Healthcare & Retirement Planning Affects You and Your Clients”

• Presenters:

•  John T. Bannen, CLU, JD
- Partner, Quarles & Brady
•  Gerald Frye, CLU, ChFC, RHU, REBC, CASL
- President, The Benefit Services Group, Inc.
•  Lawrence G. Schrebier, CEBS
- President, Anthem Blue Cross & Blue Shield of Wisconsin
•  Charles P. Stevens, JD
- Partner, Michael Best & Friedrich LLP

November 20, 2013

Video Teleconference
"Now That the Dust Has Settled: A Re-Look at Both the Tax Code and the Affordable Care Act…Where Are We Now?”

•  Moderator:

•  Richard M. Weber, MBA, CLU, AEP (Distinguished)

• Panelists:

•  James Aussem, JD, AEP 
•  James M. Frank, JD, LL.M
•  Gerald Frye, CLU, ChFC, RHU, REBC, CASL 
•  Gayle C. Holcom, CLU, ChFC, FLMI

October 29, 2013

Executive Benefits: How to Get Employees to Stick Around

Mike Loney, John Hancock – Regional Director
John O’Meara, JD, CFP, CLU, AEP – Northwestern Mutual

June 13, 2013

Annual Business Meeting

May 22, 2013

Brewers Baseball and Networking for Financial Professionals

May 9, 2013

Financial Services Forum

Keynote Speakers:
Anthony Morris and David and Rachel Brown, 2012 Amazing Race Winners.

Retirement Income Planning, Reverse Mortgages, Tax Law, Health Care Updates, Stock Market perspective, and much more!

April 19, 2013

Video Training Conference
Health Care: The Times They Are A-Changin'

Gayle C. Holcom, CLU, ChFC

Gerald Frye, CLU, ChFC, RHU, REBC, CASL
Arthur Tacchino, JD

February 22, 2013


Robin C. Mueller, LUTCF

January 10, 2013

Changes in the Tax Law

Mark W. Miller, CPA – Kolb+Co.
Mark A. Shiller, JD, AEP – Godfrey and Kahn, SC
Paul T. Tourville, CMFC, CASL – Next Level Planning & Wealth Management

December 13, 2012

ESOPs: The Overlooked Business Transition Option

Daniel M Zugell, CLU, ChFC, LUTCF

November 15, 2012

Video Training Conference
Co-Sponsored by the National Association Of Estate Planners & Councils
The Uniform Prudent Investor Act & Trust-Owned Life Insurance: The Impossible Dream or a Match Made in Heaven

Gary L. Flotron, MBA, CLU, ChFC, AEP

Lawrence Brody, JD, LLM, AEP (Distinguished)
Richard A. Schwartz, FSA, MAAA, CLU
Richard M. Weber, MBA, CLU, AEP (Distinguished), 
E. Randolph Whitelaw, Managing Director of Trust Asset Consultants, LLC. 

June 15, 2012

Annual Business Meeting

May 10, 2012

Financial Professionals Day
Case Study & Panel Presentation

Julian N. Wise, TEP
Gerald Frye, CLU, ChFC, RHU, REBC, CASL
Michael Smith, LUTCF
Michael Loney
Mark S. Poker, JD
Peter J. Walsh, BA, JD, LLM (Tax)
Daniel Morse, JD, CPA

April 26, 2012

Pints & Planning
Financial Professionals Networking Event

Co-Sponsored by: SFSP, NAIFA, FPA-SW 

March 8, 2012

Financial Planning for a Second Marriage
Case Study & Panel Presentation

Kevin M. Reardon, CFP
Gregory S. Mager, JD

February 16, 2012

Wisconsin Business Ethics Award
More Information:  

February 8, 2012

Ethics Continuing Education

Robin C. Mueller, LUTCF

January 12, 2012

Succession Planning
Case Study & Panel Presentation

Gerald Gaeta, JD
Joseph M. Maier, JD, CPA, CLU


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: