SEMINARS

If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.

To see what seminar topics we present on a regular basis, please review our Speaker Connection page.


 Estate Planning Seminars GLBT Estate Planning Seminars
 Client Seminars Event Registration

Upcoming Seminars

FIND A SEMINAR IN YOUR AREA:


Family Wealth Trust Seminar

Date: Tuesday, March 13, 2012
Time: 10:00 AM - 12:00 PM
Location: One Financial Place
Address: 8215 Greenway Boulevard, Middleton, WI  53562

Description

Major 2012 Tax Law Changes Revealed!  Find out about the new tax law changes, what will happen with and without a Family Wealth Trust and how to protect your loves ones' inheritance.  Sign up NOW for our FREE seminar!  Complimentary refreshments will be served.

Register for This Seminar




Family Wealth Trust Seminar

Date: Wednesday, March 14, 2012
Time: 10:00 AM - 12:00 PM
Location: One Financial Place
Address: 8215 Greenway Boulevard, Middleton, WI  53562

Description

Major 2012 Tax Law Changes Revealed!  Find out about the new tax law changes, what will happen with and without a Family Wealth Trust and how to protect your loves ones' inheritance.  Sign up NOW for our FREE seminar!  Complimentary refreshments will be served.

Register for This Seminar