Planning Opportunities Given the New 2017 Tax Law – Meeting Recap May 8, 2018
In case you missed it, last week on May 8, attorneys Mark Shiller of Certus Legal Group, Ltd. and John Muth with Northwestern Mutual, presented at the SFSP Milwaukee Chapter Membership Meeting and discussed some of the cutting edge planning … Continue reading →
Collaborative Event: “Selling the Business Within the Family” Recap from April 19, 2018
Robert Holton, President-Elect for FSP Milwaukee Chapter had this to say: The most recent in the ongoing collaborative series hosted by FPA WI, NAIFA, SFSP and CFLCW was held at Summit Place in West Allis on April 19th, 2018. Each … Continue reading →
How to Talk to Your Client about the Changing Healthcare Landscape – Meeting Recap from March 13, 2018
Gerald Frye from The Benefit Services Group, Inc was our speaker and sponsor at the University Club on March 13, 2018, and discussed the complexity of the Healthcare Industry in today’s market. Attendees enjoyed breakfast and earned CE credits in … Continue reading →
Retirement Income Backstop Recap – January 9, 2018
Michael Loney of John Hancock Insurance provided a detailed plan to help preserve, provide and protect your assets during your retirement years: Here is a recap of this event. Adequately saving for your retirement can be a daunting task. Today’s … Continue reading →
College Saving Plans – November 14, 2017 Event Recap
Bob Schneider, one of our FSP Directors, had a great recap on this event. Regardless of your discipline – financial planner, tax advisor, attorney, insurance agent, etc. – we all know someone who is faced with the daunting task of … Continue reading →
