Events

Loading Events

Past Events

Events Search and Views Navigation

Event Views Navigation

January 2020

Planting the Seeds for a Secure Future, January 21st

January 21 @ 1:30 PM - 3:00 PM
Rex’s Innkeeper, 301 N. Century Ave.
Waunakee, WI 53597 United States
+ Google Map

As advisors who practice in Wisconsin, we know many farm families who have become clients or who need help in planning for both their financial and legal goals. While the…

Find out more »

Planting the Seeds for a Secure Future, January 22nd

January 22 @ 1:30 PM - 3:00 PM
The Round Table, 611 N. Bristol Street
Sun Prairie, WI 53590 United States
+ Google Map

As advisors who practice in Wisconsin, we know many farm families who have become clients or who need help in planning for both their financial and legal goals. While the…

Find out more »

February 2020

Symposium 2 – The Future of IRA Planning

February 8 @ 8:30 AM - 9:30 AM
Clarion Suites, 2110 Rimrock Road
Madison, WI 53713 United States
+ Google Map

Please Ensure You Fill Out The Full Form Before Clicking Submit. The Future of IRA Planning If you are a person or couple with retirement accounts (IRAs, 401K, 403(b), etc.)…

Find out more »

Symposium 2 – How to Pay for the Cost of Long Term Care

February 8 @ 8:30 AM - 9:30 AM

Please Ensure You Fill Out The Full Form Before Clicking Submit. How to Pay for the Cost of Long Term Care Presented by Industry Experts Long Term Care is increasingly…

Find out more »

Rway Symposium 2

February 8 @ 8:30 AM - 12:30 PM
Clarion Suites, 2110 Rimrock Road
Madison, WI 53713 United States
+ Google Map

Please Ensure You Fill Out The Full Form Before Clicking Submit. Click here to see full seminar flyer Please See All Our Courses For Symposium 2 Below. Please sign up…

Find out more »

Symposium 2 -Trustee Training: Trust Process

February 8 @ 9:45 AM - 10:45 AM
Clarion Suites, 2110 Rimrock Road
Madison, WI 53713 United States
+ Google Map

Please Ensure You Fill Out The Full Form Before Clicking Submit. Trustee Training: Trust Process This program will provide attendees with an understanding of estate planning concepts, why a trust…

Find out more »

Symposium 2 – Using Trusts to Protect Your Assets from Long Term Care Costs

February 8 @ 9:45 AM - 10:45 AM
Clarion Suites, 2110 Rimrock Road
Madison, WI 53713 United States
+ Google Map

Please Ensure You Fill Out The Full Form Before Clicking Submit. Using Trusts to Protect Your Assets from Long Term Care Costs Using an Irrevocable Trust may protect your assets…

Find out more »

Symposium 2 – Trustee Training: Administration Process

February 8 @ 11:00 AM - 12:00 PM
Clarion Suites, 2110 Rimrock Road
Madison, WI 53713 United States
+ Google Map

Please Ensure You Fill Out The Full Form Before Clicking Submit. Trustee Training: Administration Process The Trust Administration workshop provides Trustees with a detailed description of the decisions to be…

Find out more »

Symposium 2 – Pre-Planning Your Funeral

February 8 @ 11:00 AM - 12:00 PM
Clarion Suites, 2110 Rimrock Road
Madison, WI 53713 United States
+ Google Map

Please Ensure You Fill Out The Full Form Before Clicking Submit. Pre-Planning Your Funeral Presented by Ric Vanderhoef Controlling the cost of your funeral is an important aspect of your…

Find out more »

Monthly Estate Planning Workshop – February 11, 2020

February 11 @ 6:00 PM - 8:00 PM
Wilson Law Group, 7633 Ganser Way, Suite 100
Madison, WI 53719 United States
+ Google Map

Topics include: -Identifying your estate planning goals -Asset protection strategies for you and your beneficiaries -Strategies for probate avoidance/minimization -Specialized planning: family businesses, special needs trusts, pet trusts, etc. RSVP…

Find out more »
+ Export Events