Portage County Professional Advisors Seminar

Volunteer

Event Date: 
7:30am
The Portage County Professional Advisors Seminar will be held Wednesday, Oct. 17, from 7:30 to 10:45 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 17, 2018
7:30 A.M. – 10:45 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 - Estate and Tax Planning after the Tax Cuts and Job Act - Attorney David M. James
8:40-9:10 - Planning for Section 1031 Exchanges under the New Tax Law - Attorney Rick A. Flugaur
9:10-9:30 - Break and networking
9:30-9:40 - Comments regarding the United Way Endowment
9:40-10:00 - Charitable Giving Techniques under the New Tax Act - Attorneys Keith J. Pilger and
            Steven H. Thompson
10:00-10:30 - Medical Assistance and Long Term Care Planning - Attorney Katherine A. Young
10:30-10:45 - 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

CLICK HERE TO REGISTER ONLINE