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Annual Estate Planning Seminar for Professional Advisors

Please join us for the Annual Estate Planning Seminar for Professional Advisors presented by the Planned Giving Council of Children’s Hospital of Wisconsin.

Tuesday, May 14, 2019
7:30 a.m. – 11:30 a.m.
Children’s Hospital of Wisconsin – Briggs & Stratton Auditorium (directions)

7:30 a.m. – 8 a.m.: Continental breakfast and networking
8:00 a.m. – 11:30 a.m.: Program *
11:45 a.m. – 12 p.m.: Optional Tour

Wisconsin Trust Litigation Update
Jonathan R. Ingrisano
Shareholder
Godfrey & Kahn, s.c.

An Introduction to Pooled Special Needs Trusts
Meghan Teigen, Partner, Christenson Johnson LLC
Victor Schultz, President and Chief Fiduciary Officer, Prairie Trust, Waukesha State Bank Wealth Management

Managing Life Insurance in Today's Unsettled Environment
Moderator: Mark Shiller, Attorney and Family Wealth Advisor, Certus Legal Group
John C. Zimdars, Jr., President, The Zimdars Company, Inc.
Roger Vandermus, Wealth Management Advisor, Northwestern Mutual

Children’s Hospital Speaker
Paula Hocking
Development Director – Community Services
Children’s Hospital of Wisconsin Foundation

Please register by Monday, May 6, 2019. For questions, please contact Laura Skenandore at LSkenandore@chw.org or (414) 266-5922.

*Three (3) continuing education credits have been applied for.

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If you have questions about any of the seminars we offer, please contact us.