Breaking News at Next Level

Retirewise continues to expand

 

Bob Johnston to speak at State Autism Conference

 

Mike Dow appointed to the Society of Financial Service Professionals National Board of Directors

 

Several associates naved "FIVE-STAR Wealth Managers for 2010" by Milwaukee Magazine

 

Mike Dow to be a platform speaker at the annual meeting of the Wisconsin Dental Association (WDA)

 

 

 

 

 

Retirewise continues to expand

Click here to read more about the expansion of the highly-successful Retirewise series


Bob Johnston to Speak at State Autism Conference

 

Mike Dow appointed to the Society of Financial Service Professionals National Board of Directors

-National Board of Directors of the Society of Financial Service Professionals-

MILWAUKEE, WI Michael P. Dow, CPA, CLU, ChFC, of Next Level Planning and Wealth Management, an office of MetLife, has been appointed to the National Board of Directors of the Society of Financial Service Professionals (FSP).  Mr. Dow has been a member of the Milwaukee Chapter since 1987.

The Society's core values are "Relationships, Ethics and Education."   Its mission is to promote professionalism among its members by delivering top-quality continuing education programming, and establishing and rewarding the highest standards of ethical conduct by cultivating mutually beneficial relationships among credentialed financial service professionals.

 

 

 

Several associates named "FIVE-STAR Wealth Managers for 2010" by Milwaukee Magazine

  The 5 Star award is granted by Crescendo, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer

Mike Dow to be a platform speaker at the annual meeting of the Wisconsin Dental Association (WDA)

Michael P. Dow, CPA, CLU, ChFC & Melissa R. Coppage, CLU, ChFC

 

Nobody likes to face their own mortality or think about having an illness or disability that keeps them from practicing, but the reality is that it does happen.  The question then becomes: If it happened to you, would you be prepared?  Learn how to protect your financial assets in the event you die too soon, live too long, are unable to earn an income due to a sickness or an accident or require full-time nursing care. Let the experts make you aware of what you should do to plan for “what if”.  Learning objectives include:

• Ways of identifying personal exposures

• Steps to protecting financial assets

• Determining how to protect one’s family

 

This program is sponsored by WDA Insurance Programs, Inc.

 

 

 

 

 

 

 

 

The Society of FSP is a national network of credentialed professionals working in diverse financial disciplines.  For more than 80 years, the Society of FSP has been helping individuals, families, and businesses achieve financial security.