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Educational Workshop for Financial Professionals, Estate Planning Update – 2023 and Beyond

October 20, 2023 @ 8:30 AM - 3:00 PM
*Registration begins at 8:15AM*

This event is complimentary, lunch is provided, and seating is limited!

Program Topics:

  • Foundational Estate Planning
  • Secure Act Update
  • Proactive Planning for Long Term Care Expenses
  • Return Estate Taxation and Strategies
  • Legacy Planning and Asset Protection
  • Importance of Collaboration in Planning

 

Please Register as soon as possible as seating is limited to 30.

Registration for October, 20, 2023

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Venue

  • UW Ag Research Station
  • 8502 Mineral Point Road
    Verona, WI 53593     + Google Map