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FSP – July 2014 President’s Letter

Everyone in the financial services industry is focusing on – “Retirement Planning”.   Every publication has at least (1) article detailing some facet of this important planning activity.  With 10,000 Baby Boomers retiring every day, the opportunity to provide experienced, knowledgeable planning will continue well into the future.  Most people don’t realize financial planning is a lifetime activity and this trend will continue.  Regardless of income, making assets last for a period of 30 years or more requires the assistance from a qualified financial professional.  FSP members are well positioned to provide these services by forming trusted relationships with individuals and families seeking advice.  This is so important, the FSP value statement includes relationships as a core value.

An important part of this process is providing a safety  net if life doesn’t proceed as expected.   Unforeseen events can be devastating  to any financial plan, and being unprepared to recover  makes the situation worse.  Most families and business owners find it challenging to project life 20 or more years in the future.  It is our job to help them visualize the potential risks they may encounter, and help them provide for recovery.

September is “Life Insurance Awareness Month”.   I urge all our Greater Chicago members to make the balance of 2014 – Financial Awareness Months !!   Make sure all those you serve understand how to make all their dreams a reality.

Best Regards

Bruce Horek CLU ChFC, President



July 22, 2014
"What Would You Do?"
State Approved Ethics Course 
Earn 3 CE Credits

This class will fulfill the State of Illinois
required 3 hours of classroom ethics
Meets the requirements for all Insurance Professionals
1000 Jorie Boulevard 3rd floor Conference Room
Oak Brook, IL  60523
  Cost $40.00
 Registration at 8:30 a.m.
Program 9:00 a.m. to 12:00 p.m.
You must be present at 9:00 a.m. in order to receive credit for this class

Please make checks payable to Greater Chicago Chapter and remit to:
900 Jorie Boulevard, Suite 194
Oak Brook, IL  60523
Visa/Mastercard/Amex accepted
please preregister

For more information contact us at 630-571-8030
2014 – 2015 Programs
September 18, 2014        Season Opener – Professional Mixer – River Forest Country Club
December 4                     New Member Mixer – Celebrate!
January 15, 2015            “Ethics” (required course)
March10                          Spring Fling – Inspirational Program
May 19                             44th Annual Seminar
July 14                             Nine and Dine Annual Charity Golf Outing
2 or more hours of CE, CPE credits are applied for most programs.
Advance payment for meetings Members - $35.00 Guests - $40.00
Member with a client (guest) – Package $60.00 (Prepayment required)
For more information contact us at 630-571-8030