Skip to content

Subject: Seminar
Title: Challenges in Estate Planning

Tuesday October 22nd, 5:30pm.

Alioto's
3041 N Mayfair Rd.
Milwaukee, WI 53222

Tuesday October 22nd, 5:30pm. Doors Open at 5:30pm Appetizers and Refreshments Provided

Ensuring that you have proper Estate Planning documents in place is a crucial part of the overall planning process. Trusts, Wills and Powers of Attorney documents can make the difference between a smooth, private transition of assets to the next generation and spending hundreds, if not thousands, on sending an estate through probate.

You probably know someone who has gone through this process, perhaps yourself.  This 60 minute informational seminar focuses on the differences between different types of Trusts, Powers of Attorney and how they can benefit you and your loved ones.  Other topics that will be covered include how to prevent nursing home spend down and Living Wills.

Join Kim Steinbrenner (CRPC) and Attorney James Weber for this informational seminar and please feel free to bring any questions that you may have regarding your own situation.

Coffee and light appetizers will be served.

 

Register to attend this free seminar today!

Subject: Seminar
Title: Wine, Women, & Wealth

Thursday, January 30th, 2020

Location TBD

Appetizers and Refreshments Provided

Enjoy great wine, food and friends while you learn the financial information all women ought to know, like how to:

  • Take control of your money
  • Become a knowledgeable investor
  • Plan for retirement
  • Protect your income & assets
  • Create a lasting Estate Plan

Relax, rejuvenate and raise your glass to your future!
We will be discussing information designed for women, ages 45 and over.
Seating is limited.

Subject: Challenges in Estate Planning

Thursday February 27th, 2020

Location TBD

Appetizers and Refreshments Provided

Ensuring that you have proper Estate Planning documents in place is a crucial part of the overall planning process. Trusts, Wills and Powers of Attorney documents can make the difference between a smooth, private transition of assets to the next generation and spending hundreds, if not thousands, on sending an estate through probate.

You probably know someone who has gone through this process, perhaps yourself. This 60 minute informational seminar focuses on the differences between different types of Trusts, Powers of Attorney and how they can benefit you and your loved ones. Other topics that will be covered include how to prevent nursing home spend down and Living Wills.

Join Kim Steinbrenner (CRPC) and Attorney James Weber for this informational seminar and please feel free to bring any questions that you may have regarding your own situation.

Coffee and light appetizers will be served.

Subject: Seminar
Title: Wine, Women, & Wealth

Thursday, March 26th, 2020

Location TBD

Appetizers and Refreshments Provided

Enjoy great wine, food and friends while you learn the financial information all women ought to know, like how to:

  • Take control of your money
  • Become a knowledgeable investor
  • Plan for retirement
  • Protect your income & assets
  • Create a lasting Estate Plan

Relax, rejuvenate and raise your glass to your future!
We will be discussing information designed for women, ages 45 and over.
Seating is limited.

Scroll To Top