Professional Advisors Forum

Crossing the Finish Line

Helping Clients Finalize (or Update) their Mostly Completed Estate Plans

Featuring Eido Walny, JD
Founder/Managing Attorney, Walny Legal Group LLC

Eido Walny will offer methods he uses to initiate charitable conversations with clients and also his best practices for making charitable legacy gifts. He will offer tips for helping clients finalize their mostly-completed estate plans (or update completed plans), with an eye toward how charitable legacy gifts could help with planning. Wisconsin CLE will be applied for.

Event Details Coming Soon!

Date & Time: TBD

Helfaer Community Service Building
Federation Board Room
1360 N. Prospect Ave., Milwaukee

Cost: $18, includes lunch (dietary laws observed) 

Questions? Call or email Jen Vettrus at 414-390-5722.

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