| Estate Plan Pitfalls |
2012 Annual Surveyors Institute |
2012 |
| Business Protection of Assets |
2012 Annual Surveyors Institute |
2012 |
| Charitable Planning Doing Well by Doing Good |
Northeast Wisconsin Estate Plan Council |
2011 |
| Estate Planning is not just for the Rich and Famous |
National Association of Independent Financial Advisors |
2011 |
| Understanding Roth Conversions |
Roth Conversions |
2010 |
| Probate Process |
Probate from Start to Finish |
2010 |
| Unlocking Donor Motivation |
Philanthropy for today |
2010 |
| IRA Stretch Trust |
National Association of Financial Advisors |
2010 |
| Retirement Plan Exit Strategy |
Marquette Alumni Roundtable |
2010 |
| Estate Planning |
Basic Estate Planning |
2010 |
| Business Succession Planning |
61st Annual Surveyors Institute |
2010 |
| Estate planning is Not Just for The Rich and Famous |
61st Annual Surveyors Institute |
2010 |
| Retirement Plan Exit Strategy |
Wipfli |
2009 |
| Successor Trustee Training |
What Do Trustees Do? |
2009 |
| Business Succession Planning |
Estate Plan Council of NE Wisconsin |
2009 |
| Wills, Health Care Powers, Trusts |
Door County Senior Center |
2009 |
| Retirement Plan Exit Strategy |
Baylake Bank Private Banking |
2009 |
| Retirement Plan Exit Strategy |
Associated Trust Company |
2009 |
| Retirement Savings Tax Bomb |
State Farm Agents |
2008 |
| Charitable Planning |
Estate Plan Council of NE Wisconsin |
2007 |