Have you named a loved one as executor of your will or trustee on your revocable living trust? Are they aware and do they understand the responsibilities of their role? Now, when everyone is together, is the best time to plan and prepare for your legacy. Join us to discover the importance of communicating responsibilities and educating all generations on how to be prepared. Presenters include Phil Remmers, Attorney at Cramer, Multhauf & Hammes, LLP and Anne Mank, CFP, CPA, IHC, Wealth Advisor at Ellenbecker Investment Group.

We encourage you to invite your executors and trustees to join you at this seminar.

Tuesday May 24th

5:30pm - 7:00pm
I would like to attend on Zoom!
The in-person Trustee Training event has reached capacity. We encourage you to sign-up for the virtual session on Zoom.
We intend to host this event in-person again in the fall.