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September 2021

Protect Your Family, Preserve Your Legacy

September 22 @ 6:00 PM - 7:30 PM
Hilton Garden Inn, 1801 Deming Way
Middleton, WI 53562 United States
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As always - but especially during these uncertain times - families need to plan to provide stability for the ones they love. This program will introduce the concept of comprehensive…

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Protect Your Family, Preserve Your Legacy

September 23 @ 6:00 PM - 7:30 PM
Hyatt Place, 846 Liberty Dr.
Verona, WI 53593 United States
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As always - but especially during these uncertain times - families need to plan to provide stability for the ones they love. This program will introduce the concept of comprehensive…

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October 2021

Opportunities in Estate Planning (CE)

October 15 @ 8:30 AM - 3:00 PM
UW Ag Research Station, 8502 Mineral Point Road
Verona, WI 53593
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While estate planning has always been a crucial part of comprehensive personal planning, recently the interest in preparing for incapacity and death has increased greatly. In our experience, the point-person…

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November 2021

Advisor CE Program IV

November 9 @ 12:00 PM - 1:00 PM
Webinar

Details coming soon. Click here to register.

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January 2022

RWay Symposium 2, January 22, 2022

January 22, 2022 @ 8:30 AM - 12:00 PM
Clarion Suites, 2110 Rimrock Road
Madison, WI 53713 United States
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Seminar Summaries Funding Your Trust Funding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make…

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May 2022

RWay Symposium 3, May 21, 2022

May 21, 2022 @ 8:30 AM - 12:00 PM
Clarion Suites, 2110 Rimrock Road
Madison, WI 53713 United States
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Seminar Summaries Trustee Training: Trust Process This program will provide attendees with an understanding of estate planning concepts, the value of trusts in comprehensive planning, and an introduction to the…

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