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 ...
Long Term Care Planning (Virtual)
WebinarMany people worry that the prohibitive cost of long-term care will decimate their savings and ruin their estate. However, with the proper planning, you may be able to take long-term ...
Annual Educational Symposium 1
Clarion Suites 2110 Rimrock Road, Madison, WI, United States*Registration begins at 7:45AM*
Symposium 1 Classes – Sept. 23, 2023
- 8:15 a.m. – 9:15 a.m. : Trustee Training, The Trust Process
- 9:30 a.m. – 10:30 a.m. : Trustee Training, The Administration Process
- 10:45 a.m. – 11:45 a.m. : LegalVault
- 12:00 p.m. – 1:00 p.m. : Funding Your Trust
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 ...
Spring Forum Dinner 2024
Monona Terrace - Madison 1 John Nolen Dr, Madison, WI, United StatesThis event is exclusively for ACTIVE RWay members*. Our special guest speaker this year is Jeff Finup. Registration begins at 5:00 p.m. and dinner will be served at 6:00 pm Complimentary ...
**CLOSED Symposium II
Clarion Suites 2110 Rimrock Road, Madison, WI, United StatesThis event is exclusively for RWay Members and their Guests* Event registration has closed. Phone- 608-833-4001 Email – mail@wilsonlawgroup.com Schedule: 8:15am-9:15am- Current Events 9:30am-10:30am- Are You Ready For Your Future? 10:45am-11:45am- ...
Annual Educational Symposium 1
Clarion Suites 2110 Rimrock Road, Madison, WI, United StatesSymposium 1 Classes – October 12, 2024
- 8:15 a.m. – 9:00 a.m. : Trustee Training, The Trust Process
- 9:15 a.m. – 10:00 a.m. : Trustee Training, The Administration Process
- 10:15 a.m. – 11:00 a.m. : Funding Your Trust
- 11:15 a.m. – 12:00 p.m. : LegalVault
RWay Forum Dinner 2025
Monona Terrace - Madison 1 John Nolen Dr, Madison, WI, United StatesThis event is exclusively for ACTIVE RWay members*. Thursday, April 3, 2025 5:00 pm Registration and cocktails 6:00 pm Dinner and dessert 6:45 pm Guest speakers 8:25 pm Raffle and ...
CANCELLED: Annual Educational Symposium 2
Clarion Suites 2110 Rimrock Road, Madison, WI, United StatesSymposium 2 Classes – April 26, 2025
- 8:15 a.m. – 9:00 a.m. : Current Events in Estate Planning
- 9:15 a.m. – 10:00 a.m. : Income Tax for Trusts
- 10:15 a.m. – 11:00 a.m. : Planning Under Medicare After Age 65
- 11:15 a.m. – 12:00 p.m. : Scams & Protecting Your Identity