Portage County Professional Advisors Seminar

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The Portage County Professional Advisors Seminar will be held Wednesday, Oct. 18, from 7:30 to 10:30 a.m. at the Stevens Point Country Club, 1628 Country Club Drive, Stevens Point. This continuing education event will include four topics of discussion, a light breakfast, and the opportunity to network with peers. The cost is $10.

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.

 

October 18th, 2017 7:30 AM   through   10:30 AM
1628 Country Club Drive
Stevens Point, WI 54481
United States
Phone: 7153416740
Email:
Registration Fee $ 10.00

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