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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


January 15th, 2015

State Approved Ethics Course
Earn 3 CE Credits

"What Would You Do?"

State Approved Ethics Course
Earn 3 CE Credits
Meets the requirements for all financial professionals

Cost $40

1000 Jorie Boulevard
(3rd floor conference room)
Oak Brook, IL  60523
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
2014 – 2015 Programs
September 18, 2014        Season Opener – Professional Mixer – River Forest Country Club
December 4                     Open Forum & Toys for Tots
January 15, 2015             “Ethics” (required course)
March 10                           Spring Fling – Inspirational Program
May 19                              Planning Strategies for the Modern Family - Closing the Gap!
July 9                                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