2012

December 13, 2012

ESOPs: The Overlooked Business Transition Option

  • Daniel M Zugell, CLU, ChFC, LUTCF

November 15, 2012

Video Training Conference
Co-Sponsored by the National Association Of Estate Planners & Councils
The Uniform Prudent Investor Act & Trust-Owned Life Insurance: The Impossible Dream or a Match Made in Heaven

  • Moderator:
    • Gary L. Flotron, MBA, CLU, ChFC, AEP
  • Panelists:
    • Lawrence Brody, JD, LLM, AEP (Distinguished)
    • Richard A. Schwartz, FSA, MAAA, CLU
    • Richard M. Weber, MBA, CLU, AEP (Distinguished),
    • E. Randolph Whitelaw, Managing Director of Trust Asset Consultants, LLC.

June 15, 2012

Annual Business Meeting

May 10, 2012

Financial Professionals Day
Case Study & Panel Presentation

  • Julian N. Wise, TEP
  • Gerald Frye, CLU, ChFC, RHU, REBC, CASL
  • Michael Smith, LUTCF
  • Michael Loney
  • Mark S. Poker, JD
  • Peter J. Walsh, BA, JD, LLM (Tax)
  • Daniel Morse, JD, CPA

April 26, 2012

Pints & Planning
Financial Professionals Networking Event

  • Co-Sponsored by: SFSP, NAIFA, FPA-SW

March 8, 2012

Financial Planning for a Second Marriage
Case Study & Panel Presentation

  • Kevin M. Reardon, CFP
  • Gregory S. Mager, JD

February 16, 2012

Wisconsin Business Ethics Award

February 8, 2012

Ethics Continuing Education

  • Robin C. Mueller, LUTCF

January 12, 2012

Succession Planning
Case Study & Panel Presentation

  • Gerald Gaeta, JD
  • Joseph M. Maier, JD, CPA, CLU