2014

November 11, 2014

In the Eye of the Beholder: Valuation Concepts in Succession Planning

  • Mary O’Connor, ASA, CFE – Partner, Sikich LLP

September 23, 2014

Review of Effective Business Planning Ideas That Address Owner’s Business Succession Planning Issues

  • Scott Schwertfeger, CLU – Wealth Management Advisor, Northwestern Mutual

July 22, 2014

Rethinking Insurance & Estate Planning Opportunities in a New Tax Environment

  • Mike Loney, John Hancock – Regional Director

June 24, 2014

Annual Business Meeting

May 16, 2014

Financial Services Forum

Joint meeting between the Financial Planning Association (FPA) of Southern Wisconsin, Society of Financial Service Professionals (SFSP)-Milwaukee Chapter, and National Association of Insurance and Financial Advisors-Wisconsin (NAIFA-WI). The Forum was a day of workshops, networking and motivation.

March 13, 2014

The 3.8% Net Investment Tax: Planning Issues for Individuals and Business Owners

  • Presenters:
    • Mark Miller, CPA – Partner, Sikich LLP
    • John Muth, JD, CLU, CFP, AEP – Director – Advanced Planning, Planning and Sales Department, Northwestern Mutual

January 21, 2014

Healthcare & Retirement Summit
“How Healthcare & Retirement Planning Affects You and Your Clients”

  • Presenters:
    • John T. Bannen, CLU, JD
      Partner, Quarles & Brady
    • Gerald Frye, CLU, ChFC, RHU, REBC, CASL
      President, The Benefit Services Group, Inc.
    • Lawrence G. Schrebier, CEBS
      President, Anthem Blue Cross & Blue Shield of Wisconsin
    • Charles P. Stevens, JD
      Partner, Michael Best & Friedrich LLP