RWay Symposium 1 2020 – Trustee Training: Administration Process (ONLINE ONLY)
Online WebinarThe Trust Administration workshop provides Trustees with a detailed description of the decisions to be made and the tasks to be completed following the death of a Trustmaker. These include ...
RWay Symposium 1 2020 – Funding Your Trust (ONLINE ONLY)
Online WebinarFunding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make sure that all assets acquired ...
RWay Symposium 1 2020 – Focus on Health & Wellness (ONLINE ONLY)
Online WebinarPresented by Eric Foxman Wellness is more than avoiding sickness and injury. It is a process of self-awareness, conscious change, and making thoughtful decisions to improve oneself. This course will ...
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 ...
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 ...