2015

November 17, 2015

Trends in Life Insurance Planning in an Era of Rising Income Taxes

  • Richard E. Kait, JD, LLM, CLU, ChFC  – Second VP, Advanced Sales, Protective Life Insurance Company

November 11, 2015

VTC: Techniques and Strategies for Creating a Retirement Income You Can Live With

  • Moderator: Richard Weber, MBA, CLU®, AEP® (Distinguished)
  • Panelists:
    • Curtis Cloke, LUTCF, CLTC
    • Wade Pfau, Ph.D., CFA
    • David Littell, JD, ChFC, CFP
    • Jamie Hopkins, JD, LLM, MBA, CLU® RICP®

September 15, 2015

Client’s Advisors Working Together as a Team to Solve the Clients Problems

  • Jeff Day, CLU, ChFC, CLTC – Advisor, MetLife Premier Client Group of Wisconsin & the U.P.
  • Joseph Maier, JD, CLU, AEP, EPLS – Attorney, O’Neil, Cannon, Hollman, DeJong & Laing S.C.

August 25, 2015

Legislative Update with Senator Ron Johnson

July 28, 2015

Retirement Income Planning: Creative Ideas to Implement and Common Pitfalls to Avoid

  • Christopher Fugman, CLU, ChFC, CFP, CASL – Northwestern Mutual

March 24, 2015

Insurance Products in Long Term Care Asset Protection Planning

  • Peter J. Walsh, JD –  O’Neil, Cannon, Hollman, DeJong & Laing S.C.

January 20, 2015

Asset Protection Planning

  • M. Rhett Holland, JD – Michael Best & Friedrich LLP
  • Mark S. Poker, JD – Michael Best & Friedrich LLP