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Upcoming Events

Earn CPE, CFP and CLE (Wisconsin) credits for attending this event!

For more information about upcoming events please see our calendar.
 
Learn It Live in Mailwaukee

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”

To Be Held At:
235 N Executive Drive, Suite 200
Brookfield, WI 53005

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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