May 22, 2013

Brewers Baseball and Networking for Financial Professionals

Time:
12:10pm First Pitch

Location:
Miller Lite Party Deck
Miller Park

Price:
$77.00/ticket

Click here to download the event flyer.

To Register:
Contact the FSP Milwaukee Chapter Office at bronson@fspmke.com or 414-276-7340

June 13, 2013

Annual Business Meeting

Time:
7:00 am

Location:
Westmoor Country Club
400 S. Moorland Rd., Brookfield, WI

Click here to download the agenda & RSVP form.

Past Events:

May 9, 2013

Financial Services Forum

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

Workshops:
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'

Moderator:
Gayle C. Holcom, CLU, ChFC

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

February 22, 2013

Ethics

Robin C. Mueller, LUTCF

January 10, 2013

Changes in the Tax Law

Panelists:
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

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

Panelists: 
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

January 12, 2012

Succession Planning
Case Study & Panel Presentation

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