Category Archives: Chapter Highlight

Innovative Ideas to Retain Key Executives Using Non-qualified Deferred Compensation Plans, September 12 – Event Recap

Dick Kait’s presentation discussed how non-qualified deferred compensation plans can be effectively used to attract, retain, and reward key executives for the business owner and provide incentives to these key executives to help grow the value and increase the productivity … Continue reading

What to do when Mom’s Health begins to Decline October 24 – Collaborative Event Recap

The Society of Financial Service Professionals – Milwaukee Chapter, along with NAIFA Southeast Wisconsin, FPA-Wisconsin and the Collaborative Family Law Council of Wisconsin (CFLCW) held their last  Collaborative Learning Event on October 24, 2017. Robert Holton who attended this event had this to … Continue reading