2017

September 12, 2017

INNOVATIVE IDEAS TO RETAIN KEY EXECUTIVES USING NON-QUALIFIED DEFERRED COMPENSATION PLANS 

MEETING SPONSOR: PROTECTIVE LIFE

  • Dick Kait, J.D., LL.M. (Taxation), CLU, ChFC – Protective Life

May 16, 2017

A Successful Succession Plan for Your Clients Through Trusted Advisor Teaming

  • Joe Maier, JD, CLU, EPLS, AEP® – Attorney, O’Neil, Cannon, Hollman, DeJong & Laing
  • Sean-Rae Zalewski – Financial Services Representative, MassMutual

April 19, 2017

Collaborative Learning: What To Do When A Client Gets Divorced

  • Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered. The event was hosted by FPA WI, NAIFA SE-WI, and SFSP.

March 21, 2017

Tax Strategies for the Sale of a Business

  • Daniel M. LaFrenz, JD, CPA – Michael Best & Friedrich LLP

JANUARY 19, 2017

Collaborative Learning: What To Do When A Client Has A Special Needs Child

  • Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered. The event was hosted by FPA WI, NAIFA SE-WI, and SFSP.

January 17, 2017

Flexible Estate Planning Using Private Financing with Spousal Access Trusts

  • David McNamara, JD, CFP®, CLU, ChFC, FLMI – John Hancock Advanced Markets