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SocietyofFinancialServicesProfessionalsMilwaukeeChapter BreakfastSeriesMembershipMeeting CashBasedFinancialPlanningBuildingaStrategicPlan William Baxter, CFP, CLU, CFC Thursday,September9,2010 Networking&Breakfast:7:30AM
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The societyoffinancialservicesprofessionalsmilwaukeechapter breakfastseriesmembershipmeeting cashbasedfinancialplanningbuildingastrategicplan williambaxtercfpcluchfc is an event focused on cash-based financial planning and building a strategic plan led by William Baxter, CFP, CLU, ChFC.
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The purpose of the societyoffinancialservicesprofessionalsmilwaukeechapter breakfastseriesmembershipmeeting is to educate and inform financial services professionals on cash-based financial planning strategies and how to build a strategic plan for their clients.
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Information related to cash-based financial planning techniques, strategic plan building, and updates on industry standards and regulations must be reported during the societyoffinancialservicesprofessionalsmilwaukeechapter breakfastseriesmembershipmeeting.
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