Upcoming CLE Opportunities Sponsored by Johnson Bank

12 CLE Credit Opportunities in 2017!
 
Sponsored by Johnson Bank
 
JOIN US FOR LUNCH AND EARN CLE/CPE CREDITS

The Johnson Bank wealth team invites you to join us for brunch at the following continuing education teleconference. CLE/CPE credits are granted by Cannon Financial Institute.

There is no charge and lunch is provided. For more information or to RSVP, contact Peggy Treichel at 262.619.2922 or [email protected].

January
Elephant in the Room:  Disposition of Qualified Plans and IRA’s
Tuesday, January 24th | 11:30 am - 1:30 pm
Civil War Museum | 5400 1st Avenue, Kenosha
 
February
Post-Mortem Tax Election Heaven
Tuesday, February 21st | 11:30 am - 1:30 pm
Johnson Bank, 5th Floor Boardroom | 555 Main Street, Racine
 
March
Designing & Administering Trust Distribution Mechanisms
Tuesday, March 21st | 11:30 am - 1:30 pm
Civil War Museum | 5400 1st Avenue, Kenosha
 
April
Designing & Administering Estate Plans to Minimize Income Tax
Tuesday, April 25th | 11:30 am - 1:30 pm
Johnson Bank Learning Center | 555 Main Street, Racine
 
May
The Junction of Excellent Estate Planning & Terrible Trust Administration
Tuesday, May 23rd | 11:30 am - 1:30 pm
Civil War Museum | 5400 1st Avenue, Kenosha
 
June
Malpractice in Estate Planning: Some Guidance on How to Avoid It
Tuesday, June 27th | 11:30 am - 1:30 pm
Johnson Bank Learning Center | 555 Main Street, Racine
 
July
Estate Planning for & Administration of Digital Assets
Tuesday, July 25th | 11:30 am - 1:30 pm
Civil War Museum | 5400 1st Avenue, Kenosha
 
August
Estate Planning for the 99%
Tuesday, August 22nd | 11:30 am - 1:30 pm
Johnson Bank Learning Center | 555 Main Street, Racine
 
September
Family Business Succession Planning: Now More Challenging Than Ever
Tuesday, September 19th | 11:30 am - 1:30 pm
Civil War Museum | 5400 1st Avenue, Kenosha
 
October
Don’t Overlook the Powers of Powers
Tuesday, October 17th | 11:30 am - 1:30 pm
Johnson Bank Learning Center | 555 Main Street, Racine
 
November
Protecting Beneficiaries from Themselves & Others
Tuesday, November 7th | 11:30 am - 1:30 pm
Civil War Museum | 5400 1st Avenue, Kenosha
 
December
Trying Too Hard to Do Too Much: Ethics Traps for the Good Samaritan
Tuesday, December 5th | 11:30 am - 1:30 pm
Johnson Bank Learning Center | 555 Main Street, Racine