Seminar on Estate Planning Strategies

Will you or your heirs run out of money before you run out of time?

Join us for a luncheon discussion on evaluating your retirement nest egg and exploring basic estate planning tools and strategies. Given the uncertainties we are currently facing in Wisconsin, this information could prove to be very timely. Thus, the Madison Area Technical College Foundation is pleased to present the following seminar:
 

Financial and Estate Planning Luncheon
Monday, April 4, 2011
Truax Campus Administration Building Board Room
11:30 a.m. – 1:00 p.m.
 

Learn whether you're ready for retirement and how to plan for the management and the disposition of your assets through the use of wills, trusts and powers of attorney.

Our highly regarded presenters include:
Jon Goldstein, Certified Financial Planner – Practitioner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Accredited Portfolio Management Advisor (APMA). Jon has presented numerous seminars to University of Wisconsin Madison’s Retirement Association and was a senior lecturer in the CFP® Certification Program at the University of Wisconsin-Madison.

Mark Fuhrman, is a contract attorney with Lathrop & Clark, LLP and a member of our Foundation board. In addition to his law degree, Mark holds degrees in finance, investment and banking, and psychology. He has been a featured speaker at numerous seminars addressing such topics as estate planning, business succession planning, and choice of business entity. 

This program is hosted by the Madison Area Technical College Foundation at no charge.  This luncheon has limited seating and advance registration is required.  Please call the Foundation at (608) 246-6441 or email rdinndorf[at] matcmadison [dot] edu to make your reservation.

There is no obligation for this service of the Foundation. Call today!

Sincerely,

Robert J. Dinndorf
Executive Director