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Workshops for Professional Advisors
Latest Past Events
Educational Workshop for Financial Professionals, Estate Planning Update – 2023 and Beyond
UW Ag Research Station 8502 Mineral Point Road, Verona*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 ...
Opportunities in Estate Planning (CE)
UW Ag Research Station 8502 Mineral Point Road, VeronaWhile 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 ...
The “Name on the Check” Rule with Dale Krause
WebinarJoin the President and CEO of Krause Financial Services, Dale Krause, J.D., LL.M., as he explores a unique Medicaid Compliant Annuity planning strategy: the “Name on the Check Rule.” This ...