Events

RWay Symposium II

Webinar

Protecting Your Identity & Your Credit Presented by an Industry Expert Identity theft is on the rise, and it has become a very real issue for Americans. Even large corporations ...

RWay Symposium II

Webinar

Trustee Training: The Administration Process The Trust Administration workshop provides Trustees with a detailed description of the decisions to be made and the tasks to be completed following the death ...

RWay Symposium II

Webinar

Travel Today: Tips & Safety Presented by an Industry Expert An expert in the field of travel will share key tips on how to plan for and enjoy a safe ...

RWay Symposium 1, September 18, 2021

Clarion Suites 2110 Rimrock Road, Madison, WI

Scroll down past the registration form for course descriptions. Seminar Summaries Trustee Training: Trust Process This program will provide attendees with an understanding of estate planning concepts, the value of ...

RWay Symposium 2, January 22, 2022

Clarion Suites 2110 Rimrock Road, Madison, WI

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 ...

RWay Symposium 3, May 21, 2022

Clarion Suites 2110 Rimrock Road, Madison, WI

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 ...

RWay Symposium 1, September 17th, 2022

Clarion Suites 2110 Rimrock Road, Madison, WI

Seminar Summaries Trustee Training: The Trust Proces This program will provide attendees with an understanding of estate planning concepts, the value of trusts in comprehensive planning, and an introduction to ...

RWay Symposium 2, January 28, 2023

Clarion Suites 2110 Rimrock Road, Madison, WI

Seminar Summaries   Have You Done Your Homework? Not only is your trust binder full of important legal documents, it also contains documents to guide your family in implementing your ...