Continuing Education

Full Day with Lunch

Course Detail

7:30 a.m.        Registration
8:00 a.m.        Care-giving Pathways KIBYNI 

                         (“Know It Before You Need It”)   

                     Janet M. Lattyak, Attorney, 

                        Lattyak Elder Law, LLC

                     Aimee McGinty, Attorney, 

                         Wisconsin Judicature, Inc. 

 9:40 a.m.         Break

9:50 a.m.          Tax and Financial Issues in Divorce

                     Rosemary Barnes, CFP

10:40 a.m.       Beyond Money: The Rest of Retirement Planning

                         Ryan Bostwick, Trans America, CIMA, CRPC

 11:30 a.m.      Lunch

 12:30 p.m.      401(k) Basics and Common Compliance Issues                         

                         Matt Stifler, Northwestern Wisconsin Associates Inc.

                         Heidi Hein, BQKA, QPA, ERPA

 1:20 p.m.        Charitable Giving Strategies

                         Shana Yonke, Ruder Ware, LLSC

 2:10 p.m.        Break

 2:20 p.m.        Beyond the Basics of Elder Law

                         Alan L. Hougum, 

                        Hougum Law Firm, LLC

Select a session to register

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