Health, Wealth, and Happiness Seminar Series

Tuesday, June 3 | 10 a.m. | Cedar Ridge, Grand Hall

10–10:45 a.m.
PLANNING YOUR FUTURE with Amanda Sacks, Schloemer Law Firm

Attorney Amanda Sacks is a partner at Schloemer Law Firm. Her practice focuses on corporate and business law, estate planning, and real estate. A large part of her practice focuses on helping families plan for the transfer of real estate and businesses to future generations.

Learn more about:
. Avoiding probate, guardianship, financial exploitation, and scams
. End of life planner: Creating a guide for your family
. Unique situations
. Trusts for beneficiaries—divorce, special needs, spendthrifts, AODA, and other issues
. Grandchildren’s education
. Family cabin LLCs
. Pets, guns, and personal property
. Tax efficient charitable giving

10:45–11 a.m.—Break

11–11:45 a.m.
LIVING THE LIFE YOU’VE EARNED with Kathryn Fisher Davies, Baird
Kathryn’s true passion as a financial advisor is to help clients uncover their purpose and passions in life, which becomes the focus of their work together. By instilling the confidence that their money is invested wisely and their financial future is secure, they are encouraged to live the life that they have earned.

Learn more about:
. The importance of beneficiary designation
. Qualified charitable gifting

Please RSVP by calling 262.306.7685 or emailing [email protected].