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Upcoming Events
Earn CPE, CFP and CLE (Wisconsin) credits for attending this event!
Monday August 20th and Tuesday August 21st
A Private Two Day Seminar for Lawyers, CPAs, and Financial Advisors
“What the Lawyer, CPA, and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA &
Qualified Plan Distributions, Including How to Plan with a $5,000,000 Exemption”
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To Be Held At:
235 N Executive Drive, Suite 200
Brookfield, WI 53005
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The Seminar will provide extensive coverage regarding planning with retirement accounts including: Estate planning for IRAs with a $5,000,000 exemption, the Pension Protection Act, the IRA Regulations, and many more pre-retirement issues. For a complete list of topics please see seminar details.
“I’ve heard Bob Keebler speak on this topic three times, and I’ve always come away with new and unique planning strategies that have real client applications.”
—David Foster, CPA, PFS, CFP |
To attend just one day of the event pay only $339 – Indicate on registration form which day you’d like to attend!
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