The Most Important Questions to Ask & Answer in Preparing Your Estate Plan
Hosted by MBE Wealth Management and Presented
by Bradley J. Kalscheur, Partner at Michael Best
Join MBE Wealth for an insightful session with Bradley J. Kalscheur, a seasoned Partner at Michael Best, as he delves into critical aspects of estate planning. Whether attending virtually via webinar or in person, this event promises valuable information to guide you in preparing your estate plan effectively.
Key Takeaways:
• Coordination of estate documents and living trust funding.
• Benefits of lifetime gift giving and strategies for children with special needs.
• Incorporating charitable planning for multiple goals and advantages.
Don't miss this opportunity to gain valuable insights into estate planning from Bradley J. Kalscheur. Whether you choose to attend virtually or in person, this event is designed to empower you to make informed decisions for your estate.
MBE Wealth Management, LLC is a Registered Investment Advisor
for more information visit www.mbewealth.com
Register for the event here:
For in-person registration, please proceed with an Eventbrite ticket.
For virtual attendance, please click here and register for our online webinar.
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Date and Time
Wednesday Feb 21, 2024
12:00 PM - 1:00 PM CST
Wednesday, February 21, 2024
12pm CST
Location
In-Person: MBE CPAs, E10890 Penny Lane Baraboo, WI 53913
Virtual (Register here): https://lnkd.in/gbiqFNEW
Fees/Admission
FREE Admission
Website
Contact Information
Griffin Kalepp, CFP®, M.Fin, CRPC®
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