JOIN THE SOCIETY OF FSP AND RECEIVE A 25% NATIONAL DUES DISCOUNT
Now is the best time to become a member of the Society of FSP and the Milwaukee Chapter. Get the full benefits of belonging AND receive 25% off national dues for the first year when you join. (New members only … Continue reading →
FSP Milwaukee Chapter Recap “Opportunities After the Tax Cuts and Jobs Act – Time for Proactive Collaboration
In case you were not able to attend our most recent meeting at the University Club in Milwaukee this past week, our President, Robert Holton, had this to say about our speaker: Richard Kait JD, LLM (Taxation), CLU, ChFC , … Continue reading →
FSP Milwaukee Chapter Collaborative Event February 19, 2019 – Saving the Family Cabin
Here is an event recap from our most recent Collaborative Event held at Walny Legal Group by our Past President, Kelly Dancy. On February 19, 2019, members of the Society of Financial Services Professionals gathered with members of the Financial … Continue reading →
FSP Membership Meeting Recap “Economic and Market Outlook 2019”
Rob Holton, MBA and President of FSP Milwaukee Chapter had this to say about our last membership meeting held at the University Club on January 15, 2019 “We were pleased to host Jason Herried, CFA, Senior Vice President and Wealth … Continue reading →
FSP Milwaukee Chapter Membership Meeting November 13, 2018 – Event Recap
Today, Ruthann Driscoll, JD, CLU, CFP® from the Driscoll Law Group spoke to the FSP members and guests in attendance on “Why You Should Care about Social Security Benefits. ” After discussing a brief overview of the rules for … Continue reading →
