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January 2018

Retirement Income Backstop – January 9, 2018 Breakfast

January 9, 2018 @ 7:30 am - 9:00 am
University Club, 924 E. Wells Street
Milwaukee, WI 53202 United States
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Free - $25.00

Join the Society of Financial Service Professionals – Milwaukee Chapter Membership Meeting  — Where networking leads to business relationships. January 9, 2018 7:30 - Breakfast 8:00 - 9:00 am - Presentation   "Retirement Income Backstop" Help Eliminate the Risk of Outliving Assets in Retirement EVENT SPONSOR:  JOHN HANCOCK INSURANCE CE Credit: 1 CE Credit approved for in Insurance, Legal and CFP®. Presented by Michael Loney, Regional Director - Minnesota, Wisconsin and North Dakota PROFESSIONAL EXPERIENCE: Prior to Joining John Hancock in 2000,…

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NAIFA-SEWI Collaborative Learning: Helping a Client through an Addiction

January 10, 2018 @ 2:00 pm - 4:30 pm
Summit Place First Floor Conference Room, 6737 W. Washington Street
West Allis, WI 53214 United States
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Hosted by: NAIFA SE, FPA WI, SFSP & CFLCW. Summit Place 6737 West Washington St. 1st Floor Conference Room West Allis, Wisconsin  53214 United States   Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you're sharing them. You'll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered. FPA WI, NAIFA SE,SFSP, CFLCW will host different Collaborative Learning…

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March 2018

FSP Membership Meeting March 13, 2018

March 13, 2018 @ 7:30 am - 9:30 am
University Club, 924 E. Wells Street
Milwaukee, WI 53202 United States
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Free - $25.00

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April 2018

NAIFA-SEWI Collaborative Learning: Business Succession Planning – Keeping the Business within Family

April 19, 2018 @ 2:00 pm - 4:30 pm
Summit Place First Floor Conference Room, 6737 W. Washington Street
West Allis, WI 53214 United States
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Hosted by: NAIFA SE, FPA WI, SFSP & CFLCW Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you're sharing them. You'll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered. FPA WI, NAIFA SE,SFSP, CFLCW will host different Collaborative Learning events with varying topic throughout the next two years. All topics require multiple disciplines and…

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May 2018

Membership Meeting

May 8, 2018 @ 7:30 am - 9:15 am

May 8, 2018

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July 2018

Collaborative Learning Event – Topic to be determined

July 11, 2018 @ 2:00 pm - 4:30 pm
Summit Place First Floor Conference Room, 6737 W. Washington Street
West Allis, WI 53214 United States
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Hosted by: NAIFA SE, FPA WI, SFSP & CFLCW. Summit Place 6737 West Washington St. 1st Floor Conference Room West Allis, Wisconsin  53214 Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you're sharing them. You'll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered. FPA WI, NAIFA SE,SFSP, CFLCW will host different Collaborative Learning…

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September 2018

Membership Meeting

September 13, 2018 @ 7:30 am - 9:00 am

September 13, 2018

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October 2018

Collaborative Learning Event – Business Succession Planning- Selling the Business Outside the Family

October 10, 2018 @ 2:00 pm - 4:30 pm
Summit Place First Floor Conference Room, 6737 W. Washington Street
West Allis, WI 53214 United States
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Hosted by: NAIFA SE, FPA WI, SFSP & CFLCW. Summit Place First Floor Conference Room 6737 W. Washington Street West Allis, WI 53214 United States   Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered. FPA WI, NAIFA SE,SFSP, CFLCW will host different Collaborative Learning… +…

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