Questions? Call Madison 847-600-9996

How to Qualify

To qualify, introduce one person to SIS Financial Group.


Introductions may be made through:

  1. 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
Upcoming IRA 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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