Business Programs:
We regularly hold educational programs on various estate planning topics. Some of the programs are for clients and the general public. Others are for the benefit of professional advisors, such as attorneys, accountants, insurance professionals, stock brokers, and financial planners. Many of the programs for professionals have been pre-approved for continuing education credits.
Clients and General Public
Retirement Plan Tax Bomb
Stretch IRA
Wills, Trusts, and Health Care Powers of Attorney
Roth Conversion Opportunities
Trust Settlement
Professionals
Retirement Plan Tax Bomb - one CE credit
Stretch IRA
Wills, Trusts & Health Care Powers of Attorney
Roth Conversion Opportunities
Opportunities in Estate Planning- 16 CE Credits
Lunch and Learn - 1 CFP credit CALL FOR TOPICS
Successor Trustee Training: Call for more information
Ask the Expert on the radio at WTAQ 1360 AM. Listen to Bob the first Wednesday of ever month
To find out programs that are available at this time, please contact us or visit our upcoming seminars page. |
The team of Ross Estate Planning assists clients with Estate Planning, Wills, Trusts, Charitable Planning, Asset Protection, Trust and Probate Administration, Retirement Planning, Business Succession Planning and Entity Formation in Northeast WI including Door, Brown, Kewaunee, Oconto, Manitowoc, and Sheboygan..