NAIFA-RI / RISFSP / FPARI Joint Meeting - 1/17

Thursday, January 17, 2008
Radisson Hotel, Warwick, Rhode Island
Registration 11:30 am ~ Lunch & Program 12:00 pm

"2007 Tax Update and Beyond"

Presented by: Patricia A. Thompson, CPA, PFS, MST

Click here to register online now

Click here to download a registration form (PDF)


Heintzelman Voted "Professional of the Year"

M. Carl Heintzelman Receiving Award

   

 
M. Carl Heintzelman, CLU,
President of Insurance Brokerage Services, Inc of Warwick, was voted "2007 Professional of the Year" by his fellow members of the Rhode Island Society of Financial Service Professionals during the organization's Professional Day ceremonies held at the
RI Convention Center on May 22, 2007.

Click here for more details, larger photo


About The Society of Financial Service Professionals (FSP)

For more than 75 years, members of the Society of Financial Service Professionals (FSP) have been helping individuals, families, and businesses achieve financial security. With
a strong commitment to providing financial services with integrity, the Society's nearly 20,000 members nationwide are uniquely qualified to assist the public in reaching their short- and long-term financial goals.

 

 
New logo recently introduced by FSP  
www.financialpro.org
 

Society members
can provide expert advice on wealth accumulation,
wealth preservation, and wealth transfer,
as well as a wide
variety of other financial topics, from business compen-
sation planning and employee benefits to charitable planning and tax issues.

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.

Society of Financial Service Professionals:
Solutions for a Secure Future

 
 

 
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 2008 AQS Schedule

The 2008 schedule of Agent Qualification School (AQS) courses has recently been added to our web site.
register online or, to get more details, download 2008 PDF.

 

 

 

 

 

 

 

 

 

 

 

Society members have earned -- or are working towards -- one or more of the most highly respected professional credentials in the financial services industry. They belong to a multidisciplinary organiza-
tion of financial professionals that requires career-long education and adherence to high ethical standards, and they agree to be bound by a code of conduct that puts the interests of their clients above their own.

 

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