Past Events
May 10, 2018 – Hot Topics in Estate Planning – Heckerling Update
Speaker: Tracy Dalton, Johnson Bank
January 10, 2018 – Tax Deferred Accounts in Estate Planning
Speakers: Jamey Rappis, CliftonLarsonAllen, LLP and Stephen J. Smith, Hostak, Henzl, and Bichler, S.C.
November 15, 2017 – Special Needs Trusts and ABLE Accounts: Preserving Assets for Disabled Individuals
Speaker: Dayna J. Lefebvre, Becker, Hickey & Poster, S.C.
September 20, 2017 – Marketing Your Business
Speaker: Jennifer Dooley, Dooley & Associates
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