2013

November 20, 2013

Video Teleconference
“Now That the Dust Has Settled: A Re-Look at Both the Tax Code and the Affordable Care Act…Where Are We Now?”

  • Moderator:
    • Richard M. Weber, MBA, CLU, AEP (Distinguished)
  • Panelists:
    • James Aussem, JD, AEP
    • James M. Frank, JD, LL.M
    • Gerald Frye, CLU, ChFC, RHU, REBC, CASL
    • Gayle C. Holcom, CLU, ChFC, FLMI

October 29, 2013

Executive Benefits: How to Get Employees to Stick Around

  • Mike Loney, John Hancock – Regional Director
  • John O’Meara, JD, CFP, CLU, AEP – Northwestern Mutual

June 13, 2013

Annual Business Meeting

May 22, 2013

Brewers Baseball and Networking for Financial Professionals

May 9, 2013

Financial Services Forum

  • Keynote Speakers:
  • Workshops:
    • Retirement Income Planning
    • Reverse Mortgages
    • Tax Law
    • Health Care Updates
    • Stock Market Perspective
    • And much more!

April 19, 2013

Video Training Conference
Health Care: The Times They Are A-Changin’

  • Moderator:
    • Gayle C. Holcom, CLU, ChFC
  • Panelists:
    • Gerald Frye, CLU, ChFC, RHU, REBC, CASL
    • Arthur Tacchino, JD

February 22, 2013

Ethics

  • Robin C. Mueller, LUTCF

January 10, 2013

Changes in the Tax Law

  • Panelists:
    • Mark W. Miller, CPA – Kolb+Co.
    • Mark A. Shiller, JD, AEP – Godfrey and Kahn, SC
    • Paul T. Tourville, CMFC, CASL – Next Level Planning & Wealth Management