Portage County Professional Advisors Seminar
PORTAGE COUNTY PROFESSIONAL ADVISORS SEMINAR
Partake in National Estate Planning week by joining us on
WEDNESDAY, OCTOBER 18, 2017 7:30 A.M. – 10:30 A.M. $10 PROGRAM FEE
STEVENS POINT COUNTRY CLUB 1628 COUNTRY CLUB DRIVE
Seminar Schedule
7:30-8:00 - Registration, light breakfast, and networking
8:00-8:10 - Welcome and introduction from the United Way Endowment
8:10-8:40 - Recent Developments in Estate Planning - Attorney David M. James
8:40-9:00 - Designing Flexible Trusts to Meet Changing Circumstances - Attorney Keith J. Pilger
9:00-9:05 - Break
9:05-9:15 - Comments regarding the United Way Endowment
9:15-9:35 - Tax Benefits of Giving Part of an IRA to Charity - Attorney Rick A. Flugaur
9:35-10:15 - Do’s & Don’ts of IRA Beneficiary Designations - Attorney Katherine A. Young
10:15-10:30 - Wrap up/ evaluations/ certificates
Continuing education credits have been applied for:
• Certified Financial Planner Board of Standards - 2 hours
• Wisconsin Bar Association - 2 hours
• Wisconsin Institute of Certified Public Accountants - 2 hours
Register by October 11th, 2017.
For more information, contact Fred Hebblewhite, United Way of Portage County, at 715-341-6740 or fred@unitedwaypoco.org.
Stevens Point, WI 54481
United States
Registration Fee | $10.00 |