Copyright © 2013, Society of FSP

The Elements for Your Success The Society of Financial Service Professionals

Copyright © 2013, Society of FSP FSP Membership Eligibility Criteria Regular Membership

Copyright © 2013, Society of FSP FSP Membership Experienced Connections — Access to a network of credentialed professionals in diverse disciplines Knowledge — Learn from the experts through the recognized leader in advanced continuing education Success — Enhance your productivity through long- lasting professional relationships and advanced education

Copyright © 2013, Society of FSP FSP Core Values EDUCATION ETHICS RELATIONSHIPS All Society programs, services, and initiatives are shaped by these core values.

Copyright © 2013, Society of FSP Benefits of FSP Membership Relationships 160 Chapters Nationwide Local community of advanced professionals facilitates high level learning Local networking with professionals from diverse practice specialties promotes business growth Volunteer and leadership opportunities

Copyright © 2013, Society of FSP Top Leaders 40 and Under Program: Young leaders are recognized: On the FSP Web site In FSP publications At leadership conferences Through electronic and print media Benefits of FSP Membership Relationships

Copyright © 2013, Society of FSP University Partners Program Connects local Chapters with graduate and undergraduate programs Brings FSP expertise and practical application to the learning environment Job shadowing, internships and co-op opportunities Introduces students to resources for life-long professional development Benefits of FSP Membership Relationships

Copyright © 2013, Society of FSP Benefits of FSP Membership Education Journal of Financial Service Professionals Groundbreaking, peer-reviewed articles to enhance ability to serve clients Technical information and the latest industry developments Columns by industry experts in areas of financial planning, investment management, life insurance, employee benefits, qualified plans, retirement planning, estate planning, taxation, and ethics

Copyright © 2013, Society of FSP

Benefits of FSP Membership Education Online Professional Library Access all FSP publications, including the Journal of Financial Service Professionals and nine targeted Professional Interest Section newsletters Powerful Keyword Search Capability puts relevant information at your fingertips – in an instant, anytime!

Copyright © 2013, Society of FSP Benefits of FSP Membership Education Business & Compensation Planning Employee Benefits Estate Planning Financial Planning Investment Management Leadership & Management Qualified Plans Retirement Counseling Risk Management Professional Interest Sections

Copyright © 2013, Society of FSP Benefits of FSP Membership Education Professional Interest Sections National e-Discussion Groups – Each Section features an online forum, allowing members to tap into the best financial minds in the country to keep updated on issues affecting your practice Newsletters – Specialized technical content for each Section Audio/Web Conferences – Targeting topics pertinent to each Section

Copyright © 2013, Society of FSP Benefits of FSP Membership Education Audio/Web Education Online Special Needs Planning The Changing Role of the Advisor Under the New Affordable Care Act Financial & Investment Planning After ATRA of 2012 The Role of a Flexible Portfolio in Asset Allocation Helping Retirement Savings Last a Lifetime Leveraging LinkedIn – The Technology Goldmine Life Insurance Strategies for Current Times Live and archived programs are available, above topics are from recent programs.

Copyright © 2013, Society of FSP Video Training Conferences Benefits of FSP Membership Education Local chapter events offering CE credit for CIE, CFP, CLE, CPE, CPC, ICB, EA and PACE.

Copyright © 2013, Society of FSP Benefits of FSP Membership Education Conference Calls allowing open discussion among members and an expert on current critical issues impacting practitioners and their clients.

Copyright © 2013, Society of FSP Benefits of FSP Membership Education FSP Podcasts - feature expert commentary on today’s financial issues, economy and Sections specific topics

Copyright © 2013, Society of FSP Learn complex advanced planning solutions Discover new techniques to help clients Expand your network of knowledgeable colleagues Gain insights from experts to grow your business May 14–May Philadelphia, PA

Copyright © 2013, Society of FSP Advanced Education and Exceptional Networking “All was phenomenal— program, location, time of year, timing of program, breaks—everything! I’m hooked and hope never to miss one as long as I’m in the industry.” James C. Fisher, CLU “What a fantastic audience! The level of knowledge and participation is unparalleled. It was a true honor to be invited to speak. All in all, a terrific event.” Vicki R. Wilcox, JD, LL.M 2014 program speaker “Even though it was my first time it was very good, informative and the networking is priceless. I will definitely see you next year at the Wigwam.” Art Way, ChFC, CASL

Copyright © 2013, Society of FSP Benefits of FSP Membership Member Discount Program Special reduced member rates on products and services from recognized companies: E&O Insurance Client Newsletters Technology Services Office Supplies and Services Car Rentals and More

Copyright © 2013, Society of FSP Financial Education Partners National pro-bono initiative providing financial education and counseling to people devastated by a recent diagnosis or facing the challenges of first time homeownership Partners include National MS Society, Habitat for Humanity, American Cancer Society FSP members donate financial expertise to positively impact the lives of less fortunate members of their own communities Service to Others

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