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The Society of Financial SERvice professionals
For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.
With their strong commitment to delivering only those financial products and services that are in there client's best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future goals-today, tomorrow, and into the next millennium.
Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance.
Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
If you are looking for a professional adviser with experience, knowledge, and ethical standards that you can trust, look to a member of the Society of Financial Service Professionals.
Code of Professional Responsibility
UPCOMINg meetings
Seminar
Tues, Sept. 11, 2018
11:30 - 1:30 PM (lunch available for purchase starting at 11:00 AM)
Venue, 4111 Pioneer Woods, Lincoln
Topic: "2018 Tax Changes"
Presented by a Panel of Experts
video Teleconference's
Wed, May 16, 2018
12:00 PM to 2:30 PM
Topic: "Helping Clients Successfully Integrate Charitable Giving into Succession Planning"
Locations: Dino's Eastside Grill, 2901 S. 84th St., Lincoln and Primark Inc., 1219 W 2nd Street, Grand Island
ANNUAL MEETING
Thurs, June 14, 2018
5:00 PM to 7:30 PM
Hillcrest Country Club, 9401 East O Street, Lincoln