November 15, 2016

Employee Stock Ownership Plans: Latest Trends and Opportunities

  • Daniel M. Zugell, LUTCF, CLU, ChFC – Business Transition Advisors

September 20, 2016

Strategic Intergenerational Planning: Opportunities, Solutions and Concerns

  • Richard E. Kait, JD, LLM (Taxation), CLU, ChFC – Protective Life Corporation

JULY 12, 2016

The New DOL Fiduciary Rule: What You Need to Know & Milwaukee Chapter Annual Membership Meeting

  • David Eckhardt, Attorney – Whyte Hirschboeck Dudek
  • Myriem Bennani, Attorney – Whyte Hirschboeck Dudek

MAY 17, 2016

Strategic Planning Upon a Divorce: What to Do When Your Client is Getting Divorced

  • Megann S. Hendrix, JD – Walny Legal Group LLC
  • Rhett M. Holland, JD – Michael Best & Friedrich, LLP
  • Michael T. Smith, LUTCF – CPS Horizon Financial

MARCH 15, 2016

Flexible Drafting of Estate Planning Documents from an Elder Law Attorney’s Perspective

  • Peter J. Walsh, BA, JD, LLM (Tax)

FEBRURARY 16, 2016

Building Your Reputation as an Expert: PR, Content Marketing and Social Media Tool Kits to Enhance Your Brand 

  • Jody Lowe – The Lowe Group

JANUARY 19, 2016

Rethinking Insurance & Estate Planning Opportunities in a New Tax Environment

  • Kevin W. Blanton, JD  – Assistant Vice President/Associate Council, John Hancock Life Insurance