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October 2021

Opportunities in Estate Planning (CE)

October 15, 2021 @ 8:30 AM - 3:00 PM
UW Ag Research Station, 8502 Mineral Point Road
Verona, WI 53593
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While 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…

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January 2022

RWay Symposium 2, January 22, 2022

January 22 @ 8:30 AM - 12:00 PM
Clarion Suites, 2110 Rimrock Road
Madison, WI 53713 United States
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Seminar Summaries Funding Your Trust Funding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make…

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March 2022

Long Term Care Planning (Virtual)

March 15 @ 6:30 PM - 7:30 PM
Webinar
Sun Prairie Library logo

Many 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…

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April 2022

2022 Annual RWay Forum Dinner

April 7 @ 5:00 PM - 8:30 PM
Monona Terrace – Madison, 1 John Nolen Dr
Madison, WI 53703 United States
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Reservations are now closed for this event. We apologize for any inconvenience. RSVP by March 15th! Exclusive invitations have been mailed to active RWay clients. Our special guest speaker this…

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Planning for the Unplannable (Waunakee)

April 19 @ 6:00 PM - 7:30 PM
Waunakee Village Center, 333 S. Madison St.
Waunakee, WI 53597 United States
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You're invited to attend a complimentary workshop on the critical topics of estate planning and asset protection. Learn the crucial steps to protect your family, preserve your assets, and secure…

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Planning for the Unplannable (Sun Prairie)

April 20 @ 6:00 PM - 7:30 PM
The Round Table, 611 N. Bristol Street
Sun Prairie, WI 53590 United States
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You're invited to attend a complimentary workshop on the critical topics of estate planning and asset protection. Learn the crucial steps to protect your family, preserve your assets, and secure…

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Planning for the Unplannable (Fitchburg)

April 26 @ 6:00 PM - 7:30 PM
Fitchburg Community Center, 5510 Lacy Rd.
Fitchburg, WI 53711 United States
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You're invited to attend a complimentary workshop on the critical topics of estate planning and asset protection. Learn the crucial steps to protect your family, preserve your assets, and secure…

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Planning for the Unplannable (Waunakee)

April 27 @ 6:00 PM - 7:30 PM
Waunakee Village Center, 333 S. Madison St.
Waunakee, WI 53597 United States
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You're invited to attend a complimentary workshop on the critical topics of estate planning and asset protection. Learn the crucial steps to protect your family, preserve your assets, and secure…

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May 2022

Planning for the Unplannable (Sun Prairie)

May 3 @ 6:00 PM - 7:30 PM
The Round Table, 611 N. Bristol Street
Sun Prairie, WI 53590 United States
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You're invited to attend a complimentary workshop on the critical topics of estate planning and asset protection. Learn the crucial steps to protect your family, preserve your assets, and secure…

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Planning for the Unplannable (Fitchburg)

May 4 @ 6:00 PM - 7:30 PM
Fitchburg Community Center, 5510 Lacy Rd.
Fitchburg, WI 53711 United States
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You're invited to attend a complimentary workshop on the critical topics of estate planning and asset protection. Learn the crucial steps to protect your family, preserve your assets, and secure…

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