Events
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RWay Symposium 1 2020 – Trustee Training: The Trust Process (ONLINE ONLY)
Online WebinarThis program will provide attendees with an understanding of estate planning concepts, why a trust is useful in comprehensive planning and an introduction to the trust administration process. Attendance is ...
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RWay Symposium 1 2020 – Using Trusts To Protect Your Assets From Long-Term Care Costs (ONLINE ONLY)
Online WebinarThe cost of long-term care is very high and increases every year, which leads to many people exhausting their entire life savings paying for it. Using an Irrevocable Trust may ...
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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 ...
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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 ...
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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 ...
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Current Events: 2021 (Advisor CE Program) – WEBINAR
WebinarClick here to register for this event.
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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 ...
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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 ...
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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 ...
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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