Join us on May 12 for our in-person Member Meeting at Luxe Golf Bays in Franklin. We’ll wrap up the day with a golf game and happy hour—perfect for networking with fellow members.

The program features three educational sessions.  We’ll kick things off with a session designed to deepen your understanding of eligible 529 expenses, equipping you to better guide clients in their decision-making.  The second session will include a collaborative case study exploring legal, financial, and insurance strategies to help preserve a family cabin across generations.  The last session will bring together experts in estate law, financial planning, insurance, and long-term care to explore practical strategies for structuring ownership, funding entities, managing risk, and maintaining family harmony so attendees will gain actionable insights to help clients protect both the financial and emotional value of legacy properties.

Click here to view a more comprehensive description for each session along with the speaker bios.  

 Meeting Agenda:
11:30 – Registration, Networking & Lunch
12:00 – Welcome, Opening Remarks & Partner Introductions
12:15 – Understanding Withdrawals for Higher Education Expenses
1:15 – FPA Business, Penefield Children’s Center & Partner Introductions cont.
1:30 – Saving the Family Cabin
2:30 – Preserving the Family Cottage: Advanced Planning Strategies Using Trusts, LLCs & Risk Management - Panel discussion
3:30 – Golf driving game (no experience necessary) and happy hour
5:00 - Adjournment

 Applied for CFP and WI Insurance CE approval