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