2012 Personal Tax & Estate Planning Update

 

September 21, 2012
7:30 AM CDT - 12:15 PM CDT

 

Country Springs Hotel & Conf. Center
2810 Golf Road
Pewaukee, WI 53072
Directions

Join us on September 21st at Country Springs Hotel for a half day course that will highlight recent tax developments affecting all individuals and their estate planning. The developments may include highlights of recent tax legislation, new tax regulations, recent court cases and IRS rulings. The focus of this course will be on the planning opportunities created by the recent developments in the tax climate.

Our presenter, Dennis Gerschick, is the principal of Gerschick Wealth Management, LLC and founder and CEO of Regal Seminars in Kennesaw, GA. He brings to the podium a unique set of skills and many years experience as an Attorney, CPA, CFA, Personal Financial Specialist (PFS) and Venture Capitalist.

We'll apply for 4 CFP and 4 Wisconsin Insurance CE, and 4 CLE.

Register now for this in depth and up-to-date program.

Tickets

$129.00 Member Fee

$0.00 Season Pass

$169.00 Non-Member Fee

$60.00 Student

$129.00 Member Rate for NAIFA, SFSP, CFA or other FPA Chapter Members

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