Wealth Management Series

Join us for the next installment of our Wealth Management Series. Our goal is to provide you with timely insights that increase your knowledge and understanding on how to manage your wealth and protect your greatest asset – your family.

Please RSVP using the form to the right.

Note: If you’re unable to attend in person, register to receive the live webinar or recording link!

Tuesday, September 24th, 2019

What: Two Topics

  • First Session: Qualified Opportunity Zones – 3pm or 5pm
  • Second Session: Gun Trusts – 4pm or 6pm

Where: DJ Bordini Center, 5 N Systems Dr, Appleton – Room BC 143

Seating is limited! Sign-up Now!