Questions? Call Madison 847-600-9996

Feeling stuck on who to refer or how to make an introduction? Watch this short video for helpful guidance. You'll learn how simple it is to introduce someone who could benefit from a conversation about retirement planning.

How to Qualify

To qualify, introduce one person to SIS Financial Group.

Introductions may be made through:

Bringing a guest to one of our dinner seminars or IRA workshops featuring a presentation from your advisors.

2. Scheduling a complimentary, personalized introductory appointment for your guest with Hagen or Cynthia.

There are no obligations or commitments associated with making a referral.

Upcoming Dinner Workshop Flyer

IRA Workshop

We’ve just added new summer dates for our educational workshops! Bring a friend along to learn valuable financial insights with zero obligation, and you will automatically qualify for our upcoming event!

Register for the IRA Workshop

Register Here

Helpful Resources

How to Refer

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Frequently Asked Questions

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