Workshops for Professional Advisors
Estate Planning Workshops for Advisors
UW Ag Research Station 8502 Mineral Point Road, Verona, WIWe are happy to announce that our firm will be offering education for advisors. These programs are offered exclusively to advisors free of charge and by invitation only, with a ...
WEBINAR – The SECURE Act & Planning Options
With the passage of the SECURE Act, effective January 1, 2020, the landscape of planning with qualified accounts has changed dramatically. In the past 15+ years, attorneys and advisors were ...
WEBINAR – Estate Taxation & Basis Step-up
Estate planning used to be all about estate taxation, and for good reason. Back in 2000, the estate tax exemption per person was only $675,000 with an effective tax on ...
WEBINAR – Proactive Planning for Long Term Care
As more and more of your clients face the specter of long term care costs, there is a distinct need for a complete analysis of the options they might have ...
WEBINAR – Crisis Planning for Long-Term Care
It is not uncommon to have a client who may be heading toward the nursing home sooner rather than later. When proactive planning such as long-term care insurance and divestment ...
WEBINAR – The Wilson Law Group Experience
In this webinar tailor-made for financial advisors, you will learn how partnering with Wilson Law Group can benefit you AND your clients. While this is not a CE-approved course, it ...
Current Events: 2021 (Advisor CE Program) – WEBINAR
WebinarClick here to register for this event.
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 ...
Opportunities in Estate Planning (CE)
UW Ag Research Station 8502 Mineral Point Road, Verona, WIWhile 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 ...
Educational Workshop for Financial Professionals, Estate Planning Update – 2023 and Beyond
UW Ag Research Station 8502 Mineral Point Road, Verona, WI*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 ...