Past Events
April 16, 2021 |
Donor Advised Funds and Private Foundations
Cathy Grady, Schwab Charitable |
March 19, 2021 |
Advanced Care Decisions
Ben Adams (McCarty Law) Jon Fischer (McCarty Law) and Ellen Koski (FVACPP) |
January 15, 2021 |
Bitcoin - what you need to know
Alex Prodoehl |
November 13, 2020 |
Document Execution During Pandemic
Ben Adams, Ali Rodriguez and Reg Wydeven from McCarty Law) |
October 23, 2020 |
AZ and Florida Multi State Estate Planning Panel
Attorneys: Robert Mathers and Matthew Brehmer |
September 18, 2020 |
Home Care in a Time of Pandemic
John & Julie Davids, Home Care Assistance |
April 17, 2020 |
Solo/Small Business Panel Discussion
Various Small Bus owners and Moderator TBD |
February 21, 2020 |
Charitable Planning
Colin Nemeth from UW Foundation |
January 17, 2020 |
Secure Act Roundtable Discussion
Various |
September 20, 2019 |
Prenuptial Planning Techniques
Attorney Shannon Braun-Godfrey and Kahn |
April 26, 2019 |
Powers to Direct & Working with Directing Parties in Trust Administration
Fiduciary Partners |
February 15, 2019 |
Trusts as IRA Beneficiaries
Atty. Matthew Brehmer from Remley, Sensenbrenner Law Firm |
January 18, 2019 |
State of the Markets
Aegis Financial |
November 16, 2018 |
Beneficiary Designations/Trust Titling
Attorney from Von Briesen and Roper |
October 26, 2018 |
FDIC and Lending
Gina Van Lanen and andother BMO Represesntative |
September 14, 2018 |
Planning Trends with Clients (Panel Discussion)
Panel of Professionals (CPA, Atty, Inv. Adv) |
May 16, 2018 |
WEPC Social and Top 10 Charitable Trends Every Advisor Should Know in 2018
Bryan Clontz, Charitable Solutions |
April 20, 2018 |
Senior Transitions
Jean Long Manteufel |
March 16, 2018 |
Guns in Estate Planning and Gun Trusts
Drew MacDonald |
February 16, 2018 |
Well Being in Retirement
Ryan Bostwick |
January 19, 2018 |
Tax Law Update
Ben Baker, Tax Director CliftonLarsonAllen |
November 17, 2017 |
Selling a Business/Creative Bus Services
John Foster |
April 21, 2017 |
“Entrepreneurial Family”
Robert Mathers |
March 17, 2017 |
from Windword Wealth
Gregory B. Pierce, JD |
February 17, 2017 |
Winnebago County Adult Protective Services
A Panel Discussion |
January 26, 2017 |
Special Evening Event
Surprise!!! |
November 18, 2016 |
2016 Tax Update Plus
Andrew Mathes |
October 21, 2016 |
Dementia Issues and Strategies for Financial and Legal Professionals.
Beth Belmore and Ben Adams |
October 21, 2016 |
Dementia Issues and Strategies for Financial and Legal Professionals.
Beth Belmore and Ben Adams |
May 20, 2016 |
WEPC Meeting “Trust Modification under the New Wisconsin Trust Code”
Catherine Priebe |
April 15, 2016 |
WEPC Meeting "Creditor Protection and Trusts"
Sarah Robinson |
March 18, 2016 |
WEPC Meeting "Trusts 101 Presentation"
Thomas W. Moniz |
February 19, 2016 |
WEPC Meeting "When You Should Consider Hiring a Corporate DPOA and Corporate Personal Rep"
Pam Zielinski |
January 12, 2016 |
Social at The Waters - Learn about the National Association of Estate Planners and Councils.
Eido M Walny |
November 20, 2015 |
WEPC Membership Meeting - Tax Update
Jamey Rappis & Austin Burby |
October 16, 2015 |
WEPC Membership Meeting - Estate Planning Issues associated with a missing person
Pam Schneider & Lisa Cribben |
September 18, 2015 |
WEPC Membership Meeting - Social Security and the Affordable Care Act
Ryan Bostwick |
View Current Events |